Receiving stock only from a purchase order

This procedure is for use when you have received the stock for a purchase order, but not the purchase invoice.

1. In the navigation panel, go to Purchases then Orders.
2. Search for and select the purchase order, using the purchase order number.
3. Before continuing, verify that it is the correct purchase order with the correct supplier details.
4. Check the products on the purchase order. If there are any changes or substitute products, you must amend the purchase order before continuing. (link to topic)
5. When you are satisfied that the purchase order is correct, click Receive. This updates the stock on hand for the products received.
6. The Purchase Receipt window opens in another tab. The date will be today's date. This cannot be changed.
7. Check all products, and amend quantities if necessary. (If the supplier is set to backorder, the purchase order will remain outstanding until all stock has been supplied.)
8. You should not need to change any costings.
9. Once the products and quantities are correct, click Finalise. This updates the stock on hand only. The purchase order remains open until the invoice is entered.

Once you have received the remainder of the stock

1. In the navigation panel, go to Purchases then Orders.
2. Search for and select the purchase order, using the purchase order number.
3. Click Receive.
4. 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 key on your keyboard, then click Invoice.