To perform a New Receive from a Purchase Order:
Either:
Access: Applications > POS Back Office > Receiving > New Receive from Purchase Order
From here select a row and click OK.
OR
From the Pending Inventory Purchase Orders form, right-click a purchase order with the status of Sent or Partially Received and select Receive.
The Add Inventory Receive window is displayed.
Right-click the item and select Modify Item from the shortcut menu.
Depending on whether the item is serialized or non-serialized, a different form is displayed.
Modify Serialized Items - From the Modify Serialized Items window there are two ways to add serialized items to a receive:
Add Serial Numbers Individually
Add the item's serial number to the Serial Number field.
Complete the Inventory Status field by using the drop-down list.
Enter the cost (if necessary).
Click Add to add the item to the bottom of the window or click Clear to empty the fields and start over.
Repeat as needed for other items.
OR
Add Serial Numbers in Bulk
Add any common starting numbers or letters for all serialized items to the Prefix field (if applicable).
Fill in the From and To fields with the starting and ending numbers.
If there are common ending numbers or letters, enter those in the Suffix field.
Click Add to populate the Serial Numbers in the bottom of the Bulk Add window.
At the confirmation prompt, double check and click OK if correct, or make changes if needed.
Click OK to close this window and populate the Modify Serialized Items window with these items.
Click OK when you're done. This populates the Add Inventory Receive Window.
To receive more items, repeat this process starting with a right-click in the bottom of the form to add a new SKU.
Modify Non-Serialized Items
To make changes to non-serialized items (Received column and Average Cost columns only):
Enter the number of items to be received in the received column, according to their inventory status (row).
Click OK.
The Total Received column is updated and a prompt is displayed.
Click Yes to confirm if the cost amounts are correct.
The quantity that you modified is now displayed in the Receive Detail Summary area of the Add Inventory Receive form.
To receive more items, repeat this process starting with a right-click in the bottom of the window to add a new SKU.
Click OK to return to the Add Inventory Receive window.
Click Save to continue.
This displays the Change Status to Completed? prompt:
To receive the full quantity OR a partial quantity, click Yes and:
for a partial quantity, the status of this Receive is now set to Completed (but you can still perform additional receives for the remaining items).
the partial receive status is now set to Partially Received.
for the full quantity, the receive status is set to Completed.
Click No to save your changes, but not have them applied to the Purchase Order, whose status will remain the same.
Click Close.