Page Comparison

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1. Double click on "Relationships" from the Navigation panel
2. Double click on "Sales" (if it is not already open)
3. Click on "Orders"
4. 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)
5. Click on it to select it
6. Click on tab "Purchases", it shows the purchase order that was created for that sales order
7. Click on it to select it
8. Click on "Show Transaction"
9. DO NOT CHANGE ANY QUANTITIES AT THIS STAGE
10. Then click on "Receive"
11. Do not click into the Supplier field - the supplier has already been selected and you do not need to change this.
12. Go through purchase receipt checking off products and quantities and cost pricing
13. Make sure the "Value Inc Tax" is the same as the invoice value from the Supplier
14. Click on "Complete" button
15. Key in the suppliers "Invoice Number"
16. Adjust suppliers invoice "Date" if required
17. Click on "OK"
18. The receipt is completed
19. From the Purchase Order click on Tab "Purchase Receipts"
20. Click "Show Sales Shipment" Note: Check all Pricing, Tax and Dates.
21. Click "Complete" Note shipment number.
22. From the Purchase Order click on Tab "Purchase Receipts"
23. Click "Show Sales Shipment"
24. Click "Show Invoice" note Invoice number
25. Click "Show in Report" and select "Tax Invoice/Adjustment Note"
26. Print and Email Tax Invoice to Customer.

Partially receiving the Purchase Order

1. Double click on "Relationships" from the Navigation panel
2. Double click on "Sales" (if it is not already open)
3. Click on "Orders"
4. 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)
5. Click on it to select it
6. Click on tab "Purchases", it shows the purchase order that was created for that sales order
7. Click on it to select it
8. Click on "Show Transaction"
9. DO NOT CHANGE ANY QUANTITIES AT THIS STAGE
10. Then click on "Receive"
11. Go through purchase receipt checking off products and quantities and cost pricing.  If the quantity changes, the system will remember the next time around for the receipt the quantity still outstanding.
12. Make sure the "Value Inc Tax" is the same as the invoice value from the Supplier
13. Click on "Complete" button
14. Key in the suppliers "Invoice Number"
15. Adjust suppliers invoice "Date" if required
16. Click on "OK"
17. The repeat the process of step 1 through to 15, when you click on "Receive" (step 9) it will show you the quantity of stock still outstanding.