Receiving a Purchase Order

To begin a receival

1. Locate the Purchase Order in the Purchase Orders search form.
2. To open the Purchase Order Receivals screen:

• From the search form, select Receive.
  
• From the Purchase Order, select Receive from the bottom-right of the screen.

3. In Purchase Order Receivals, select Edit.
4. Enter the distributor's Reference Number, which is likely on the received Purchase Order. You will reference this number if creating an Inventory Return.
5. You can jump to a specific product by typing the product's name, barcode, or SKU in the Find Products field.

To receive all products in full

If you are receiving all products as expected, and do not foresee any returns or items missing:

1. If necessary, select Edit while in Receive mode.
2. Select Receive All from the bottom-right of the screen. This automatically fills in the Receiving column so that it matches each product's Qty Ordered value.
   
   

• The Line Total field for each product is updated. You can edit the Line Total and Unit Price; if you edit either of these fields, you will change the wholesale value for those received items only. This will impact your inventory value, but will not change the wholesale value in the product definition.
• Note that the Unit Price in the PO and in the Receivals screen will always match. So, editing the value on one screen will automatically update the other screen with that value.
• A "revert" icon appears beside any value that differs from the product definition. Select this icon to revert the value back to the product definition's value.

3. Specify the Tax and Shipping/Handling amounts in the cost summary on the bottom of the screen. Note that you can edit these fields at any time, even after fully receiving a Purchase Order.
   
   
4. Select Save. The Purchase Orders search form appears, and your Purchase Order status is now Received In Full. Once a PO has been fully received, only Taxes, Shipping/Handling, and the Distributor Ref # can be edited.

To partially receive an order

1. Select Edit on the PO.
2. Enter the quantity of products you did receive in the Receiving column for each product.
   
   

• The Line Total field for each product is updated, which, along with the Unit Price, you can edit. If you edit either of these fields, you will change the wholesale value for those received items only. This will impact your inventory value. Note that the wholesale value in the product definition is not changed.
• A "revert" icon appears beside the Unit Price if it differs from the Wholesale value in the product definition. Select this icon to revert the Unit Price back to the product definition's Wholesale value.

3. You can specify the Tax and Shipping/Handling amounts at any time, even after fully receiving a Purchase Order.
4. Select Save. The Purchase Order form is updated, and your Purchase Order status is now Partially Received. Received products' on-hand counts are updated accordingly.
5. Open this Purchase Order again at any time to complete the order, following the steps in this section for each remaining product until the PO is fully received. Once a PO has been fully received, only Taxes, Shipping/Handling, and the Distributor Ref # can be edited.