Receiving a Purchase Order

Receiving a Purchase Order

These are the steps to receive a purchase order; 

1. Go to Purchasing -> Purchase Order
2. Open the purchase order you are receiving
   
3. Click Generate Receipt
   
4. Receive what has been shipped; quantities and products 
5. Click Save 
   

Interactive Demo:  Receiving a Purchase Order

Other Receipt Functionality

1. Receipt date will be defaulted to current day.
   
2. Add the packing slip number to the receipt when generated or after. 
   
3. An activity log, in the top menu bar, is managed for all actions performed on the PO/Receipt/Invoice; create, email, receipt, manual notes.  
   
4. A Receipt Comment/Note can be added to be displayed on printed/emailed Receipt 
5. The PDF Receipt can be viewed, emailed, and downloaded from the top menu bar.
6. Receipt will close automatically after all lines have been invoiced.