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.

• Related Articles

• Creating a Purchase Order

  Supplier Purchase Orders can be created by three different methods; direct entry from Purchase Order screen from a Work Order where at least one line item is set to source from purchase through Inventory Replenishment These are the steps to create a ...

• Purchase Order Totals

  The purchase order totals section is detailed below. Totals Section Subtotal - total of the line items above Freight - freight charged on delivery from supplier Surcharge - surcharge charged by supplier Tax - the tax defaults to the warehouse taxing ...

• Purchase Order Sourced from Work Order

  A Purchase Order can be created from a work order where at least one line item is being sourced directly from a supplier (source = purchase). Generally, these are created for non-stocking items and special price product. To create a PO from a work ...

• How to create a Purchase Order RMA

  This arcade will explain to you how to promote a Purchase order to RMA and the inventory adjustments made in the system. Purchase Order RMA https://app.arcade.software/flows/ilZrHwLWaaZjiGPpZiIp/view

• Purchasing Training

  Below you will find links to knowledgebase articles that a purchaser should be well versed in to do their job efficiently. After reviewing these articles, you will find a series of tasks to be completed to ensure that there has been a knowledge ...