Help: Receiving goods via purchase order

Once your have placed your order and the goods have arrived, you use the purchase order to receive the goods.

If you don't have an existing purchase order, then create one to process the received goods.

NOTE: If there are items in the invoice that are not in the purchase order then edit the purchase order and add them.

Go to your purchase order and click "Process Received Goods"

Invoice details

Enter in your Invoice Number, Date and Payment due date

Stock Details

Here you can update or enter in the supplier code and the name of the product.

These changes will be applied to the inventory item when the purchase order is fully received.

Set the quantity received. Set to 0 if you ordered but didn't receive any stock.

Price Details

Set the expiry date if there is one.

Set the received price - this is your cost price.

Set the price for each of the 4 price groups. The % margin will be displayed below the prices.

Check if there is tax on the item or not.

Discount

Enter in any early payment discounts.

If you want to save the form to make changes later, check "Save as Draft" and then "Save Purchase Order"

Once you are ready to fully receive the purchase order check "Fully Receive PO" and then "Save Purchase Order". This will save the PO and modify your inventory with new prices and stock levels.

It will also create a Supplier Invoice.