Receive a Purchase Order - Local Stock Receipt – Retail Express Knowledge Base

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

Apply tax to Inventory Only

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