Receipting goods when a purchase order has not been entered

Receipting and Invoicing the goods from no existing purchase order where you have an invoice with the goods

1. In the Navigation panel,  click on Purchasing
2. Click on Receipts

3. Click on button New
   

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4. Make sure the Type reads as PURREC

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5. Make sure the Date is the actual date you have received the goods (not the date that is on the invoice from the supplier)

6. Select the Supplier for this receipt

7. Key in all products and their matching quantities from the invoice.  (If the quantities you actually received do not match those on the invoice from the supplier, you must receive in what the invoice says you got and then claim it back through the supplier credit request or wait for the rest of the missing goods to be sent from the supplier)
8. Check the product units
9. Change the values of each line of product to match that which is on the invoice for each product
10. If any changes required re pricing and gst please make them and click on SAVE.
11. If you are out by GST Overall Value, Highlight any one line and amend and click on OK.

12. If the Value Inc, Value EX and GST Value line up to the Invoice in your hand, Click On DEFAULT TOTAL
    

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13. Click on button Complete
    

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14. Key in the Supplier Invoice number
15. Make sure that the date on the invoice matches the date in the Complete Purchase window in Readysell (change the date in this window if it does not match the date on the invoice)

16. Click on button OK
    

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The Receipt is now completed with the values going to the suppliers open items and the values updated on each of the products on the relevant supplier on the suppliers tab inside each product.

This process above creates a purchase order and receives and invoices it all in one go.

Receipting the goods from no existing purchase order where you have a delivery docket with the goods

1. In the Navigation panel,  click on Purchasing

2. Click on button New

3. Make sure the Type reads as PURORD

4. Make sure the Date is the actual date you have received the goods (not the date that is on the delivery docket from the supplier)

5. Select the Supplier for this receipt

6. Key in all products and their matching quantities from the delivery docket.  (If the quantities you actually received do not match those on the delivery docket from the supplier, you must receive in what the delivery docket says you got and then claim it back through the supplier credit request or wait for the rest of the missing goods to be sent from the supplier)
7. You do not need to worry about updating values on the product lines as delivery dockets do not have values on it
8. Click on button Receive
9. The Purchase receipt window opens, a purchase receipt number is assigned to this receipt
10. Make sure that you have the field available for Supplier Delivery Docket (if you don't, please add it to your screen and use the view variants button to save this)
11. Key in the Supplier's Delivery Docket number to record against this receipt
12. Click on button Finalise
13. The stock has now gone to stock on hand (The value of the stock and the suppliers open items are not yet affected until you invoice that receipt.  See: Invoicing a purchase receipt)

This process above creates a purchase order and receives the stock only.