The Receiving Process

Each type of purchase order is received differently. Equipment from inventory purchase orders is added to stock when received. For serial items an asset ID (barcode) is assigned to them. For non-serial items such as consumables the quantity received is added to the stock. Stock can be received from the Warehouse or from the Purchase Order.

Sub rental purchase orders are received when the items are filled on the order.

Misc. purchase orders don’t have items to receive as they are issued for services or freight. Misc. POs will be received immediately upon exiting and after releasing if configuration is set accordingly.

Inventory purchase orders are received from the Warehouse module through the Receive button

Click on the New Batch button

From the Receive Inventory screen find and select the vendor by clicking on the Import button

Enter a description for the batch (by using date name format) and click on the Import button

Use appropriate criteria to find the purchase for the item received and double click on the item needed

Click on the OK button and the Receiving screen will open

Click on the Receiving button and receive assets. Click on the Close button when done

Exit out of the batch

Inventory Purchase Orders can only are received from the Purchase Order. Click on the Receive button and proceed as described above