Receiving Deliveries

Receiving a delivery updates inventory automatically. An order can arrive in several deliveries: receive what actually came in, and the order stays open for the rest.

Steps

1. Open the purchase order and click 'Receive items'
2. Enter the date and, if you have it, the supplier's delivery note number
3. Check 'Receiving now' on each line against what actually arrived — it starts at the remaining quantity; lower it for a partial delivery
4. Optionally choose the location the goods go into (otherwise each part's default location)
5. Note any damage or discrepancy on the line
6. Click 'Confirm receipt'
7. Stock, average cost and the On Order quantity update automatically

Partial deliveries

When only part of an order arrives, receive what came in: the order moves to Partially received, each line shows what was received and what remains, and only the remainder stays On Order. Receive the next delivery the same way — the order becomes Received once every line is complete. You can never receive more than what remains on a line.

Closing an order that will not be completed

If the supplier will not deliver the rest, tick 'No further deliveries expected — close the order' in the receive dialog. The order becomes Received, the missing quantity leaves On Order, and the order shows how much was never delivered. A partially received order cannot be cancelled or deleted: its deliveries are part of your stock history.

Delivery history

The Deliveries card of the purchase order lists every delivery: its number, date, who received it, the delivery note number, the quantity received on each line and where it was put away. Once goods have been received, the order lines are locked; the other details remain editable.