Receive a Purchase Order - Local Stock Receipt
After a Purchase Order has been created you will need to Receive the order to update your stock levels.
If you have only just created the Purchase Order you can use the Quick Receive feature to receive the stock instantly, otherwise, follow the steps below to use the full Stock Receipt method.
Note: The Local Stock Receipt feature is performed against a Purchase Order created in your local currency (AUD or NZD).
Receive a Local Purchase Order
Tip: Click Save in Progress at any time to save and resume the Stock Receipt later
- Navigate to Inventory > PO Manager > Stock Receipt
- Enter the PO Number
If unsure, click PO Search to load the PO Manager; use the filters to search for your Purchase Order then click R to begin the Stock Receipt process - Click Search
- The Stock Receipt window will load with the Purchase Order details
- Select either of the following Local options for the Calculation for Landed Costs (the International option is used when receiving International Purchase Orders in a foreign currency)
- Supplier Buy (or manually enter Buy Ex) - this option is selected by default
- Manually Enter Total Buy Ex per Line Item - Select a Discrepancy Handling Method (for when receiving more or less than the quantity on the order) - refer to the Frequently Asked Questions for details on each option
- Allow all item discrepancies to go through to the Purchase Order Error Manager (POE)
- Automatically put all item discrepancies onto Back Order - (optional) Enter a Supplier Invoice Number
Accounting Integrations: The Supplier Invoice Number will be included in the Reference when a Bill to Pay is created in your Accounting Package - (optional) The Date Received will be automatically set to the current date; to change this either type a new date or click the Calendar icon to select a new date and click Submit Date
Accounting Integrations: The Date Received is for reference only and will not be sent to your Accounting Packages - Untick Include Tax on Stock Receipt if not required
- Enter the Received stock quantities by using one of the following methods:
1 - Scanning the barcode into the Product Codes Being Received field (as each code is scanned it will update the quantities in the line below)
2 - Clicking Copy Across to automatically enter the balance into each line
3 - Manually entering a quantity onto each line in the RCVing column - Enter any Supplier Discounts by a $ or % value and click Apply Discount; the discount will be distributed across each price by reducing the Buy Ex price
- Enter any Freight, Duty and Miscellaneous Ex values
- Enter any Miscellaneous Comments as required
- Select a method for Total Direct Costs to Apply Ex $ drop down and click Apply Costs (this will adjust the COGS value for the product)
Related: Direct Cost Disbribution on a Purchase Order - Review the RCVing quantity for products (this cannot be edited once the Purchaes Order has been received)
- Review the Buy Ex Prices and manually adjust if required (this is the price used to calculate COGS)
- Review the Purchase Order Summary on the left
- Click Receive Stock as Available
- You can print Labels for all stock being received - follow the details in the Print Product Labels article for more information.
Purchase Order Summary
The Purchase Order Summary provides a break down of the costs associated with the Purchase Order.
Field | Details |
Total Buy | All inventory values being received |
Total Direct Costs | A sum of the Freight + Duty + Misc Costs |
Total COGS (Cost of Goods Sold) | Total Buy + Direct Costs |
Total Payments | Not used for local stock receipts |
Currency Conversion Factor | Not used for local stock receipts |
Frequently Asked Questions
To remove tax from the Direct Costs (leaving tax to apply on the inventory only) you will need to:
- Untick Include Tax on the Stock Receipt option at the top-left
- Tick the Include Tax column on the far right for each product line that includes tax
To remove tax from the Inventory (applying tax to Direct Costs only):
- Ensure Include Tax on Stock Receipt has been ticked
- Untick Inc Tax column on the far right for each product line