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Receive deliveries

Receive against a purchase order, by scanning the packing slip or by hand.

Go to Orders › Receiving. Open lists purchase orders awaiting delivery; Received lists what’s done.

Receiving against a purchase order
Receiving against a purchase order

Scan the packing slip

  1. Choose Scan Packing Slip, or on a PO’s row upload a photo or file of the slip. The QR code on each row moves the job from desktop to phone.
  2. AI matches the slip to the purchase order.
  3. Check the quantities against what arrived.

Receive by hand

Pick an open purchase order and enter what arrived.

Open purchase orders to receive, with Scan Packing Slip at the top right
Open purchase orders to receive, with Scan Packing Slip at the top right

When something’s short

Choose The rest is coming (a backorder), Nobody has said yet, or Close it short, which closes the whole order at what arrived and needs the right to close short deliveries. What never arrived stops counting against the budget. For goods that go back, see Returns and credit memos. Receipt history is kept per purchase order, with the slips.