Receiving Items
If you have not already created a purchase order for your ordered items, you must create one for them when you receive the items. However, it is easier if when ordering you create a purchase order to ensure that you receive everything originally ordered.
You must have a purchase order created prior to receiving any new items.
When you receive these items select the purchase order number from the purchase order listing in either the Purchase Order from the Main Menu or Inventory from the Sales Register , and follow the entry screen to input the part number and quantity received.
After you have completed entering all of the items it will ask you if you want to save and quit
After everything is accounted for and you are ready to enter these items into inventory you either need to select Close in the Purchase Order menu , or Inv./Receive Inventory/Open Purchase Orders in the Sales Register .
The system will ask you if you want to "Close this Purchase Order?"
It will ask for an Employee Code (for tracking purposes) then it will show the purchase order number and whom it was closed by and again ask you "Continue with close-out?" (You may not edit a previously closed purchase order; you can however view it).
The software will again default to No , then select Yes . This will immediately update your stock-on-hand information and also setup the correct amount of barcode or price labels that are to be printed for the items received. If there are any back ordered items the software will ask you if you want to create a Back Order Purchase Order.
When the system creates a Back Order Purchase Order, it takes the items that you did not receive and place them on a new purchase order with a "B" attached to the purchase order number.
Creating a purchase order:
Select Create and pick the Vendor that you want to order from. You can then create the purchase order from (A) Low Inventory or (B) All Inventory .
The following conditions exist:
·You can enter stock levels for existing inventory items.
·Create orders for new items.
·You can verify the quantity received based on the order that was placed.
·You can create a back order PO for items that have not been received for the current order.
·Closing a purchase order acknowledges that all the items ordered and received are accounted for or back ordered.
Receiving Items:
Select the purchase order number from the purchase order listing . Verify that all the items that you ordered are on the list or set the exact quantities received. A back order will be created for the unmatched quantity ordered and quantity received.