4 | Receiving Purchase Orders

This article covers a step-by-step guide to 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 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 Full 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

Receiving a Purchase Order

1. Run BackOffice and Log In
2. From the Stock Control menu, select Purchasing & Receiving
3. Double Click on the Purchase Order to be received 
4. Check to ensure that the invoice matches the Purchase Order 
• For the example below, Invoice data does not have to be entered for the Stock System to receive the quantities and values of the received inventory
• If there is a difference between the Invoice and Purchase Order, please refer to how to Partially Receive a Product on a Purchase Order or How to Cancel a Back Order sections below
5. Click on Receive All Items button and notice that Products will change from a Yellow to a White background
6. In the Invoice Details, enter the Invoice Total, GST, Total Ex Tax, and any other fields required 
   
7. Click on the  POST RECEIPT  button to Process the Received Purchased Order 

Related Material 

• Partially Receiving Purchase Orders
• Creating & Posting a New Purchase Order using Auto Options
• Creating & Posting a New Purchase Order using a Blank P.O.