Receiving Inventory with Purchase Order

Updated by Cheryl Wallace

  1. Click Purchasing in the left side menu bar and click Receive Inventory.
  2. Select the purchase order to receive using either method below.
    1. Enter the Purchase Order No. and click. The identifying details will be displayed in the General tab.
    2. Clickto display a list of unpicked requisitions. Click a requisition to pick. The identifying details will be displayed in the General tab.
  3. Modify information on the General tab for the receipt if required.
    1. Select a different date and time for the receipt by removing the check on Use Current Date & Time.
    2. Add the Inventory Number if required.
  4. Click the Items to Receive tab.
  5. For each part number to be received, double-click the Part No in the list at the top of the tab to populate the basics in the details grid below. For each part number, the Description and Issue Unit will be displayed.
    1. Enter the Received Qty for non-serialized parts. For serialized parts, this will default to 1.
    2. Enter the Item ID and Inventory Status for serialized parts. Optionally add the Bin.
    3. Add any additional information.
    4. Click Receive. The item will be copied to the Items Received tab.
    5. Continuing adding Item IDs and Inventory Statuses for serialized items until the quantity received have been added.
  6. Repeat the previous step for each part number being received.
  7. Click the Items Received tab.  A grid is displayed containing all the items that were added to the list from the Items to Receive tab. Review the details of each Item ID to be received, making any required changes.
​​To  remove an item before it is received, select the part number and click to the top left.
  1. Click to process. A confirmation message shows the receipt number generated.

See also:

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