Receipt a PO

How to Receipt a Purchase Order

Overview

While a purchase order gives a committed cost to stock, quotes and jobs, receipting a purchase order finalises the actual cost of those items. You can create receipts for purchase orders to suit your workflow, depending on whether you want to create a receipt after receiving goods, create a receipt after receiving goods and a supplier invoice, or create a receipt before receiving goods.

Where a purchase order has been created as a catalogue order or a PO number, you can only create a receipt after catalogue items have been added to the order. To receipt these orders without manually adding the catalogue items, you can import a supplier invoice. You can also change the order type to a description order or item entry order as an alternative to using catalogue items.

Once you enter supplier invoice details into a receipt, simPRO flags the invoice to be posted the next time you export to your accounting package. Ensure all item costs, freight, tax and totals match the supplier's invoice exactly.

US only: If you use simPRO in the United States, the terms 'inventory' and 'inventory count' are used instead of 'stock', 'stock take', and 'in stock'.

US only: If you use simPRO in the United States, the term 'vendor' is used instead of 'supplier'.