Receive Parts on a Purchase Order
When a shipment arrives, it is important to complete the receiving of the ordered parts as this makes it instantly available for your business to use.
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Receive parts on an open purchase order.
- Navigate to Purchase Orders.
- Click the purchase order you want to receive the shipment for.
- Click the Receive Shipment button.
- Click the Receive All button.
- Review the date and received amounts are correct and document any exceptions.
- If needed you can enter the Packing Slip number and the Invoice number.
- If the receiving date is incorrect then change it, click the Date calendar and then select the date.
- In the Note field, enter exceptions.
- Click the OK button.
Notes:
- Stocked parts quantities are instantly updated upon receipt of the ordered parts on the purchase order.
- Non-Stock parts quantities will not be affected by a purchase order, but the cost will still be recorded as an expense.
Undo or Make a Correction to a Purchase Order
If you need to undo or make a correction to a purchase order that already has some parts received, you may do so by removing the shipment.
- Click the Receiving tab.
- Move your cursor over the previously received shipment entry, and click on the Delete button at the end of that line.
