Purchase orders, receiving and bills

Order from a supplier, receive the goods on one form, and get the supplier bill drafted for you.

Steps

1. Go to Purchasing, open Purchase Orders, and create the order with the supplier and items.
2. Click Submit for Approval. A manager clicks Approve.
3. When the goods arrive, open the order and click Receive Goods. The receiving form opens with the ordered quantities filled in.
4. Enter what actually arrived, the target warehouse and unit cost. Add batch and expiry for batch-tracked items.
5. Click Receive Goods to update stock.
6. Open Supplier Bills. A draft bill is waiting, priced at the PO price for what you received. Check it and post it.
7. When you pay, click Record Payment.

Good to know

• Approving a PO creates a draft receipt for you, so receiving is quick.
• For goods without a PO, use Receiving with Direct mode.
• Draft bills are created only when both purchasing and accounting are on. If one is missing, check Supplier Bills.
• Charges on a bill can only change while it is a draft.
• A processed receipt is read-only.