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How to Use the Goods Receipting Process in Purchase Order

Goods Receipting Process makes it much quicker and easier to handle items from Purchase Orders.

Updated over 2 months ago

What the Goods Receipting Process Does:

  • Logs the received items into your stock transactions.

  • Sends an email confirmation once the receipting is complete.

  • This new process saves you time by removing the need to manually create items individually.

Step-by-Step: How to Goods Receipt a Purchase Order

  • Create a Purchase Order (PO)
    Go to Orders > Purchase Orders > Create Purchase Order

  • Add a Product

    Use the search bar and locate the product you would like to add.

  • Authorise and Mark the PO as Sent

    • Ensure the PO is authorised.

    • Mark it as sent if you haven’t already. (This step confirms you’re ready to receipt the goods.)

  • Start the Goods Receipting Process

    • Click Actions.

    • Choose whether to:

      • Auto-number serialised items (the system will assign serial numbers automatically), or

      • Manually number each item (if you want to enter serial numbers yourself).

  • Confirm the Receipt

    • Once you’ve numbered the items (auto or manual), submit the receipt.

    • The system will:

      • Update your stock transactions automatically.

      • Send an email to confirm the receipting process has been completed.

      • Process everything in the background, so no waiting around!

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