RECEIVE - Product

Notes:

• Purchase Orders can be received in full (“RECEIVED”) or partially (“PART RECD”).
• Purchase Orders can be received multiple times until all products are received.

Process to Receive Products Against a Purchase Order:

1. Select the “Inventory” area in the green, left-hand side menu.
2. This opens the “Inventory” page.
3. Select the gray “Purchase Order” button at the top of the page.
4. This opens the “Purchase Order” page.
5. Locate the Purchase Order to receive product against in the Purchase Order List.
6. Confirm the Purchase Order Status is “ORDERED” or “PART RECD.”
7. Select the Purchase Order Number.
8. This opens the Purchase Order page.
9. Verify the description and quantity match the physical products being received.
10. Once verified, the products are ready to be received against the Purchase Order.
11. Enter the quantity physically received in the “Received” input box.
12. Any quantity discrepancies will appear in the “Difference” column.
13. Alternatively, select the blue “Receive All” button if all products and quantities match.
14. Select the green “Post” button.
15. The “SUCCESS” modal will appear.
16. Select the green “Continue” button.
17. This returns you to the Purchase Order page.
18. Select the green “PO List” button.
19. The Purchase Order Status updates to “RECEIVED” if all products are received.
20. If not all products were received, the Status changes to “PART RECD.”