Receive Purchase Orders

Use the Receive Against PO screen to record the receipt of inventory into the system

Pre-Requisites

Purchase Orders

Inventory Locations

Access the Purchasing module to select Receive Against PO 

Open

Click New to create a new Receiver 

Open

Use the Purchase Order List screen to locate the PO you wish to receive against

• Use Purchase Order number to search

• Reset all filters and select retrieve to see all purchase orders 

Select the Purchase Order, then click OK

Select a Receipt Location, Receiver Date, Inventory Receipt Date option

• Receiver Date -  This is generally the date that you are recording the Receiver (today).

• Inventory Receipt Date - This is generally the date that the product actually arrived at the selected Receipt Location

Optional: Specify Vendor Invoice #, Air/Freight Bill #, or other fields.
Optional: Specify Control Totals to help validate your Receiver details.

Click the Inventory Units tab

Select a Purchase Order Line you wish to receive 

Click and hold, then drag the line down to the bottom, empty section

Optional: Specify a Lot # value
Note: Based upon the systems configured Inventory Legends, this label may state something other than Lot # (such as Case #)
Note: The Lot # may be automatically assigned based upon a Division Master configuration (Division - Purchase Order - Auto Assign Lot #)
 

Specify a Quantity value
Note: The Quantity value may be automatically populated based upon a Division Master configuration. (Division - Inventory - Default Quantity on PO Receiver)

Pack and Base will be automatically populated after quantity is entered and another box is selected 

Optional: Specify an Inventory Location, Warehouse Bin, Overflow Bin, or Delivery value

Optional: For additional lines, repeat Step #12 to Step #16.

Save and Close 

Select either Yes or No to print the Receiver Confirmation