Receiving Management

You are here:
  • Main
  • Receiving Management
< All Topics

Receiving Management

 

In receiving management is designed to view and receive issued purchase orders from suppliers.

 

To access the receiving module, go to the main menu and select:

Receiving Management → Receiving.

 

 

Filter and view Issued PO’s

 

 

 

To view a PO,

Click on the view button.

 

 

 

To print a PO

Click on the print button.

To send a PO by email

Click on the email button.

To receive a PO

Click on the cart.

 

Receiving PO’s

 

Step 1:

Enter the received quantities.

  • Enter the received quantity by double clicking on the “Qty Rec” column. Type in the quantity and press the enter key.
  • It is possible to receive every item in the PO by selecting “Receive All”.
  • Select “Import from csv” to receive the PO with a CSV file from your supplier.
  • If a line has more than 1 qty, it is possible to receive each individual piece and set different locations for each.

 

 

Step 2:

Verify receiving location/warehouse.

  • Click on “Location” row for each column if you would like to change the default warehouse/location.

 

Step 3:

Save to finish.

 

 

Partial Received PO’s

 

If a purchase order was not received completely, it will be set as partially received.

 

A receipt for the registered received quantities will be generated.

 

 

 

 

 

 

 

 

 

 

To finish receiving the purchase order, click on the cart and enter the remaining quantities.

In this example, 2 receipts (R-3 and R-4) were generated for PO 2. The status of the PO will be set to “Completed”

 

 

 

 

 

 

 

 

 

 

 

Table of Contents