How to receive a Purchase Order

Open the Receipts tab from the Warehouse menu

Search for the Purchase Order #

There will be a Receive button next to all of your unreceived PO’s

Click that button

Confirm the quantity that was delivered by changing the Delivered Qty, or open the Line Details if you need to break up the shipment into more than one material # (multiple rolls, pallets, boxes, etc)

⁠

To quickly create several lines from the line details page, you can set the number of lines and a default line qty, then click ‘Apply Changes’

⁠

Serial # is optional and provides a secondary way of tracking a supplier’s serial # or any other unique ID. The serial # is displayed on both the Roll Tags and Pick Ticket screen

Dye Lots are optional and also show on the Roll Tags and Pick Tickets

When you are done inputting line quantities, click ‘Accept’

This returns you back to the original window where you should click “Create Receipt”

⁠

If the Delivered Qty is less than the Ordered Qty, you will be asked if you want to keep the PO Open by creating an Amended PO or Do Nothing which will close the PO and mark it as received

Note: Creating an Amended PO will automatically keep the remaining ordered qty On Order with a -1 after the original sequence number.

To print Roll Tags, open the Material Receipt and click ‘Print Tag’ in the top right corner.

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.