Receiving Inventory
To receive a Purchase Order, change the PO status to Receiving. Then enter the quantity received, expiration date, inventory location, and the lot number.
💡 ProTip: The expiration date can be manually entered using 01/01/01 format rather than using the calendar feature.
To confirm that a product was received, click on the check mark to the right of the product line.
After the check mark is selected you will be able to select the Add Received to Inventory button located in the upper right corner.
This will update the quantity on hand, expiration date, and lot number for the product within stock management under the current inventory and transaction log sections.
If needed, you have the ability to select the 3-dot menu and delete the item from the purchase order (PO).
If the full quantity that was ordered for a product was not received, you are able to partially receive the item and then choose from the following options when you select Add Received to Inventory.
These options allow you to :
Leave the PO Open until you receive the remaining quantity for the product. This also updates the status of the purchase order to partially received.
Close the PO if you actually meant to receive only that amount and did receive it correctly from the supplier.
Backorder Items and Close PO in situations where you received notice that an item was backordered. The item will be moved to the backorder list under the products tab.
🚨 Please Note: Once a purchase order is closed and updated to Received it can not be edited or deleted.
If a quantity that is received is more than what was ordered, you can enter that overstock received along with the expiration date, inventory location, and lot number.
Once you select Add Received to Inventory you will be prompted with the following message: Items will be received into inventory, and this purchase order will be closed and marked as Received. Do you want to continue?
Once you select confirm, the extra quantity will appear within Overstock located in the Products tab.
🚨 Please Note: This only occurs if the minimum and maximum numbers are defined in Admin for that product and inventory location.