...
- Double click on "Relationships" from the Navigation panel
- Double click on "Sales" (if it is not already open)
- Click on "Orders"
- Key in the "Transaction Number" and search for the one you are receiving in (if you don't have the transaction number you can search based on the Customer name instead)
- Click on it to select it
- Click on tab "Purchases", it shows the purchase order that was created for that sales order
- Click on it to select it
- Click on "Show Transaction"
- DO NOT CHANGE ANY QUANTITIES AT THIS STAGE
- Then click on "Receive"
- Do not click into the Supplier field - the supplier has already been selected and you do not need to change this.
- Go through purchase receipt checking off products and quantities and cost pricing
- Make sure the "Value Inc Tax" is the same as the invoice value from the Supplier
- Click on "Complete" button
- Key in the suppliers "Invoice Number"
- Adjust suppliers invoice "Date" if required
- Click on "OK"
- The receipt is completed
- From the Purchase Order click on Tab "Purchase Receipts"
- Click "Show Sales Shipment" Note: Check all Pricing, Tax and Dates.
- Click "Complete" Note shipment number.
- From the Purchase Order click on Tab "Purchase Receipts"
- Click "Show Sales Shipment"
- Click "Show Invoice" note Invoice number
- Click "Show in Report" and select "Tax Invoice/Adjustment Note"
- Print and Email Tax Invoice to Customer.
Partially receiving the Purchase Order
...