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Partially Receiving a Purchase Order

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Best Suited for:

  • Inventory managers
  • Warehouse managers
  • Back office users managing stock and vendor shipments

Important Information:

  • Purchase Orders can be partially received
  • A single Purchase Order can be received through multiple Inventory Orders
  • The Purchase Order Dashboard displays "color indicators" showing receive status

Process Description:

  • Create a Purchase Order
  • Initiate receiving from the Purchase Order Dashboard
  • Record received quantities using Inventory Orders
  • Repeat receiving for additional shipments if needed
  • Close or cancel the purchase order when appropriate

Accessing the Purchase Order Dashboard:

  1. Navigate to My Office
  2. Select Purchase Orders
The Purchase Order Dashboard displays all purchase orders and their receive status.

Partially Receiving Inventory Against a Purchase Order:

  1. Locate the Purchase Order on the Purchase Order Dashboard
  2. Select the Receive button next to the purchase order
  3. A new, linked Inventory Order opens automatically with the products populated
  4. Update the Date, if needed
  5. Choose the Paid For By from the drop-down
  6. Enter Reference#/Memo, if applicable
  7. Choose the appropriate Warehouse from the "Received to" drop-down
  8. Fill in the Warehouse Allocation with the number received
  9. If a product is not received at all, but it auto-populated from the Purchase Order, click the trash can icon to remove the product from this specific Inventory Order
    • This will not delete the product from the Purchase Order
  10. Click Save the Inventory Order to create the Inventory Order
  11. Repeat the receive process when additional shipments arrive
  12. Inventory quantities are updated once the Inventory Order is created
Each receive action creates a new Inventory Order linked to the same purchase order.

Tracking Receive Status Using Dashboard Indicators:

The Purchase Order Dashboard uses color indicators to show receive status:
  • Green
    • Fully received
    • Or manually closed
  • Orange
    • Partially received
  • Red
    • Not received
Hover over the color indicator to view linked Inventory Orders.

Reviewing Unreceived Quantities:

  1. Open the linked Inventory Order
  2. Review the "Unreceived Qty" field
This helps track remaining items expected from the vendor.

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