You can either receive your purchase order in full or partially for some items. You can partially receive a purchase order as many times as required until all items on the purchase order have been received.
Receive your Purchase Order in full and allocated the stock to any shop
- First click on the modify icon next to the purchase order you wish to receive full via the Purchase Order Manager.
- Click on the red button called “Mark All Received” to receive in full. This process will set all the items on the order as received and the purchase order will be set as fully received. We do advise to check the received items thoroughly before marking as received as some items may be broken.
- Once the items are set as fully received the next step is to allocate that stock to a particular shop or shops. You can split the received stock between different shops if needed. There is an allocate button next to each item or you can allocate everything to one shop by choosing the shop from the “Allocate received stock to” dropdown.
- That’s it. Once the stock is allocated you can see it by clicking on the “View” button. If the product is “Serialized” then it will give you the option to serialize unless “Allocate Stock When Received” option in the settings is set to yes. If it is set to yes then it will automatically serialize as well. You can also print the barcode labels from the same screen too.
Receive your Purchase Order partially and allocated the stock to any shop
- First click on the modify icon next to the purchase order you wish to receive full via the Purchase Order Manager.
- You might have a few scenarios here, you may have received one item line fully but not the rest, in the following screenshot you can see that I have ordered 3 line items, the first line item has 10 quantity and I may have received just that so I can set the received date which tells the system that I have fully received that item line. Please note that if you’re setting the “Received Date” here the system believes that you have fully received the ordered quantity for that line item.Other scenarios might be that I have ordered 16 as you can see in the 2nd line item in the following screenshot and I have only received 10 sofar, now you have a scenario where item line is partially received, to process please click on the green icon to “Partially Recieve” the item.
- A pop-up box will appear prompting you to confirm the quantity and received date. You can also add notes if needed. As you can see from the following screenshot that I have ordered 16 and nothing has received yet. If something was received already there will be a log to show what has been received so far. As soon as you set as received the system will let you allocate that quantity to any desired shop unless “Allocate Stock When Received” option in the settings is set to yes. If it is set to yes then it will automatically serialize as well. You can also print the barcode labels from the same screen too.
- As soon as the full quantity on the line item is received the line item will be set as received. The system will make the purchase order completed automatically when every line item is fully received.
