Di's original email for reference. Working on it
basic steps for receiving stock only:
receiving a purchase order not the purchase invoice (PURREC)
click on readysell
select purchase order
search for the purchase order number
highlight it
check that it is the correct purchase order with the correct supplier details etc
check the products on the purchase order
if any changes or substitute products have been supplied amend the purchase order first
then click on Receive action button to receive the purchase order (by clicking on Receive this only updates the stock on hand for the products received)
Purchase receipt window will open on another tab
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
amend the quantities if you haven’t received them all (if the supplier is set to backorder, the purchase order will remain outstanding until the remainder of stock that is on backorder with the supplier is supplied)
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.
Finalise will update the stock on hand only.
the Purchase order will remain Open until the invoice is entered.
When the remainder of stock that was set to backorder on a purchase order is received
log back in purchase order
find the purchase order
the 'Receive' action button will still be available.
click on the 'Receive' action button
and follow 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 on your keyboard and then click on ‘Invoice’ action button.