Receiving Purchase Order Inventory Products

After you receive products that you ordered, enter the quantity received on the purchase order. You can also record the initial quantity of products that you have in stock and on hand when you receive purchase orders.

  1. Click the Products icon and select Receive Purchase Order.

    OR

    Click Tasks on the main window toolbar and select Receive Purchase Order.

    The Receive PO window opens.

  2. Type the vendor reference number in the Ref no text box, if applicable.
  3. Type notes in the Comments text box, if applicable.
  4. Type the PO number in the PO No. text box, and click Get PO or click Find PO to search for and select a purchase order.
  5. Enter the quantity of each item received using one of the following methods:
    • Type the number of items that you received in the Qty Received text box.
    • Select the Fully Receiv’d check box for each item that you received the quantity ordered.
    • If you received your entire order, click Receive Complete to set all Qty Received to match Qty Ordered.

    Selecting the Fully Receiv’d check box or clicking Receive Complete sets the Quantity Receiv'd column to match the Quantity Ordered column.

  6. If the item was placed on back order, type or double-click to select the date the back order will be available in the Back Order E.T.A. Date text box.
  7. If an ordered item has been canceled, select the Cancel check box and select a reason from the Canceled Reason drop-down menu.
  8. If you are receiving purchase orders at a distribution center location and want to create transfers to other locations, select the Create Transfers check box.
  9. (Optional) Click Print Labels to print barcode labels.

    If you receive an error message that states “Please define the port in the product setup function,” contact your administrative location. Only the administrative location can set the port for the barcode label printer.

  10. Click Record.

    The Update Cost dialog box opens and asks you if you want to update the product cost.

  11. Click Yes, to update the product’s base cost to reflect the cost entered on the purchase order, or click No to leave the product’s base cost unchanged.