How to receive stock from purchase orders

Receive from Purchase Order

The PO Status popup must be set to "Issue" which enables the "Receive PO" button. Click the "Receive PO" button to display this screen. The "this receive" column and the "Received This Shipment" fields are set to the number ordered minus the number received.

As each line is selected, the values are displayed in the fields below the browser.

Received this Shipment - Enter the number actually received.

Stock Placement - Enter where this item is to be located in the store. This could be a bin number, floor, back room, or any thing that makes sense. May be blank.

Store Front checkbox - Select if this item is in the store ready for sale. Deselect if the item is in another location such as a warehouse or not immediately ready for sale.

Return to PO button - Dismisses this dialog and returns to PO screen.

Receive All button - Receives all items as listed under "This Receive" column.

Receive Selected button - Receives the selected line item only.

This dialog appears if the cost of a line item differs from the preset cost in the catalog screen. It is asking if you want to change the preloaded vendor cost in the catalog screen to this value. The stock record is updated with the cost from the purchase order regardless of your selection.

So, if the cost on the purchase order is a new cost from this vendor, click "Yes" button to change the preset value. This new value is then used for creating purchase orders. Click the "No" button to retain the original vendor cost for subsequent purchase orders.

After Receive

This is the receive screen after partially receiving the purchase order. Note that "Item3" is partially filled and the this receive field shows the number yet to be received.

Click the Return to PO button.

PO Screen After Receive

Let us assume that only 2 item3 should have been received. To make an adjustment, click the Adjust Received button to display the next screen,

Adjust Received

In this case "Item3" received is to be changed from 3.00 to 2.00. Click the execute button The make the change. Note that the "Quantity" is changed.

Print partially filled PO with retail price

Rcvd column - Partially shipped items are red.

Retail Price - This is an option that appears after clicking the "Print PO" button.

Total to Receive - This appears on partially shipped purchase orders and indicates the dollar amount of unshipped items.