5 | Partially Receiving Purchase Orders

This article covers a step-by-step guide to partially receiving Purchase Orders in BackOffice. After an order from a Supplier has been delivered , the next step is to receive the Stock according to what has been Ordered (and is on the P.O.) versus what was actually delivered. Products through Purchase Orders can be received in two (2) ways either as Full Stock or as Partial Stock. Receiving is the second and equally important half of the Purchasing Receiving process.

This article covers a step-by-step guide to partially receiving Purchase Orders in BackOffice.

After an order from a Supplier has been delivered , the next step is to receive the Stock according to what has been Ordered (and is on the P.O.) versus what was actually delivered.

Products through Purchase Orders can be received in two (2) ways either as Full Stock or as Partial Stock.

Receiving is the second and equally important half of the Purchasing & Receiving process.

When Receiving a Purchase Order, Stock is received into the System through a standard receiving process. After Receiving and verifying a Purchase Order, the Invoice Details can be entered and the Receipt can be Posted.

This article focuses on receiving Products as Partial Stock.

Prerequisites

To access and edit Purchase Order Settings, the applicable Operator Privileges will need to be enabled:

Operator Maintenance 'Stock Control' Tab

All "Purchase & Receiving" Flags

Partially Receive a Product

Run BackOffice and Log In
From the Stock Control menu, select Purchasing & Receiving
Double-click on the Purchase Order to be received
Highlight the Desired Product that will be Partially Received and Press the Edit Item Button
Enter the number of Cases or Units that have been received and Select the OK button
The Table will now be updated with the Stock that has been received

Note that Products will remain in a Yellow Background until all Quantities have been received or canceled

Select Post Receipt to process a Partial receive

Related Material

Receiving Purchase Orders
Introduction to Purchasing & Receiving