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.

Note.

If you are running a multi-location warehouse :

You need to check free locations and enter the correct location on the receipt line.

If the stock is going into multiple locations. Use the split button on the receipt to split the line into multiple locations.

you have to use show in reports to print a purchase receival check report to show you where to put away the goods (the correct locations)

Partially receiving the Purchase Order

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