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This functionality is new as of version 4.0.

After the Purchase Order has been ‘Sent’, the next step in the Purchase Order Process is to ‘Receive’ the Inventory.

  • For a single Purchase Order, multiple shipments might be received.

  • ‘Deliveries’ represent the different shipments, and can be performed at any time.

  • After starting a delivery, it will remain ‘Incomplete’ until all of the quantities are 'Received', or ‘Cancelled’.

  • When all of the Purchase Order Items have been ‘Received’, or ‘Cancelled’, the Purchase Order Status is updated to ‘Complete’.

To Receive Inventory Deliveries:

  1. Navigate to the 'Purchase Order Search' screen:

    'Purchase Order Search' screen - To Receive Inventory Deliveries

  2. Search for the Purchase Order to be received.

    1. In order to receive a Purchase Order, the Status must be 'Sent' or 'Incomplete'.

    2. Refer to Search for Purchase Orders.

  3. Select the Purchase Order row, then:

    1. Click the 'View PO' button; OR,

    2. Double-click on the Purchase Order row; OR,

    3. If the 'Internal #' exists, click on the Internal # hyperlink; OR,

    4. If the 'E-PO #' exists, click on the E-PO # hyperlink.

  4. On the 'Purchase Order Details' screen → 'Purchase Order' tab:

    'Purchase Order Details' screen - 'Purchase Order' tab - To Receive Inventory Deliveries

    1. Rows that are highlighted in green represent Purchase Order Items that have been Received.

    2. If a 'Delivery' tab already exists, but has not been completed:

      1. Select the 'Delivery' tab that has not been completed.

      2. The 'Delivery' tab label will not contain '(Auto Stocked)' if it has not been completed.

        'Purchase Order Details' screen - 'Delivery' tab - Delivery that has not been completed

    3. If a 'Delivery' tab does not exists; OR, if the existing 'Delivery' tab has been completed:

      1. Click the 'Start New Receiving' button.

        1. Refer to Start New Receiving.

        2. The 'Delivery' tab label will contain '(Auto Stocked)' if it has been completed.

          'Purchase Order Details' screen - 'Purchase Order' tab - 'Start New Receiving' button

  5. On the 'Purchase Order Details' screen → 'Delivery' tab:

    'Purchase Order Details' screen - 'Delivery' tab - To receive inventory deliveries

    1. Select the 'Delivery' tab.

    2. Add all, or some, of the Purchase Order Items as Delivery Items.

    3. To add all items at once, refer to Add All Delivery Items.

    4. Enter the 'Received Qty'.

    5. If the 'Unit Cost' on the Invoice is different than what was on the Purchase Order, enter the new Unit Cost.

      1. This will automatically update the Vendor Product Unit Cost.

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