Di's original email for reference. Working on it
basic steps for receiving stock only:
receiving a purchase order This procedure is for use when you have received the stock for a purchase order, but not the purchase invoice (PURREC)
click on readysell
select purchase order
search for .
- In the navigation pane, go to Purchases then Orders.
- Search for and select the purchase order, using the purchase order number
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highlight it
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- Before continuing, verify that it is the correct purchase order with the correct supplier details
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- .
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- Check the products on the purchase order
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- . If there are any changes or substitute products
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- , you must amend the purchase order
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- before continuing. (link to topic)
- When you are satisfied that the purchase order is correct, click Receive. This updates the stock on hand for the products received
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- The Purchase
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- Receipt window opens in another tab
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the date that appears on the purchase receipt will be todays date, this cannot be changed as the system recognises the stock as being received today.
check all products
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- . The date will be today's date. This cannot be changed.
- Check all products, and amend quantities if necessary. (If the supplier is set to backorder, the purchase order will remain outstanding until
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normally you do not change any costing on the purchase receipt as only goods are received with a delivery docket.
once products and qtys are correct
click on Finalise.
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- all stock has been supplied.)
- You should not need to change any costings.
- Once the products and quantities are correct, click Finalise. This updates the stock on hand only.
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- The purchase order remains open until the invoice is entered.
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Once you have received the remainder of
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log back in purchase order
find the purchase order
the 'Receive' action button will still be available.
click on the 'Receive' action button
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the stock
- In the navigation pane, go to Purchases then Orders.
- Search for and select the purchase order, using the purchase order number.
- Click Receive.
- Follow the steps as above.
Purchase orders can have multiple purchase receipts.
If you receive 1 Invoice for a Purchase order and that purchase order has multiple receipts, highlight each receipt by holding down the Control Button key on your keyboard and , then click on ‘Invoice’ action button Invoice.