Receiving Purchase Orders

Inventory > Fulfillment > Receiving Purchase Orders

The Receiving Purchase Orders page processes receipt of inventory quantities requested by a purchase order. Each receiving order is assigned a unique order number. There may be multiple receiving orders created for a single purchase order, one for each separate delivery by the supplier. A purchase order must be Sent to the supplier to display on this page.

Receiving Location

Received inventory is received into a warehouse's default "virtual location". The location is identified by the warehouse prefix and word Default. For example, W105_:Default.

Statuses

Typically each receiving order progresses through one or more of the following statuses:

• Open - No item quantities have been received.
• Partially Received - Some item quantities have been received.
• Fully Received - All item quantities have been received.
• Received - Receiving is finished for this receiving order, regardless of whether it is currently Partially Received or Fully Received. Typically used to prevent further receiving quantities on a partially received order.

Actions

Clicking the Action button sets the appropriate status for the receiving order.

• Finish Receiving - The receiving order status is set to Received.

Creating Receiving Orders

1. Select the Inventory > Fulfillment > Receiving Purchase Orders page.
2. Select an existing purchase order with an RO Status of Open.
3. Note the following on the Receiving Order tab.
   • Supplier
   • Contact
   • Contact Phone
   • Contact Email
   • Currency
   • RO #
   • (PO) Order #
   • Order Date
   • (PO) Order Expected Date
   • Notes
4. On the Receiving Order Items tab click a row to record receipt of the item quantity.
   • For a non-serial controlled quantity enter the following:
     • Qty Received - Enter the quantity received for this item. You can compare the quantity entered with the quantity ordered and quantity already received in the header of this dialog.
     • Lot # - The lot number, if item quantities are lot tracked.
     • Reference #
     • Expiry Date - Enter if the inventory has a shelf life expiration date.
     • Notes
     • Click OK.
   • For a serial controlled quantity enter the following for each item.
     • Serial #
     • Lot #
     • Expiry Date
     • Reference
     • Notes
     • Click OK.
5. Click Save to save the receiving order.