Follow the steps below to complete the process.
Receive Items from a Purchase Order
Click "Purchasing" from the Navigation sidebar.
Click "Purchase Orders."
Search for and select the Purchase Order you want to receive against.
Click "Receive Purchase Order" at the top of the screen.
In the Receiving Ticket window, click "Check All" to receive all items, or manually check items you want to receive.
To partially receive an item, update the quantity in the "Received" column.
Update fields if needed:
Note (optional)
Actual Price, Shipping, or Tax
Click "Save" to complete the Receiving Ticket.
Note:The Received At field shows the Stock Location or Project receiving the purchased items.
All items will be received at the location for which they were purchased.
If receiving for a project, the items are first received at the project’s parent stock location, then automatically transferred to the project.
Assign Permanent Tool Numbers Using the New Tool Pending Window
After you save the Receiving Ticket, the New Tool Pending window automatically opens if a unique tool was received.
Follow these steps to assign tool numbers:
Assign a Permanent Tool Number to each new tool.
(Optional) Enter a Bar Code or Serial Number.
To auto-assign numbers, click "Auto Number Tools."
To manually assign numbers, type the information directly into the fields.
Click "Create Tools" to add the tools to inventory.
