Receiving & Purchase Orders
Prepare suppliers, purchase orders, receiving, staging, and putaway.
By Max1 author11 articles
How do I receive inventory correctly?Context When receiving inventory orders, users may encounter difficulties if they try to use the order ID instead of the receiving order ID, or if they attempt to create a…
How do I validate receiving orders before they create downstream issues?Review receiving orders, pallet counts, rush status, and activity timing before validation creates inventory or fulfillment confusion.
How do I create a purchase order from Purchase Inventory?Quick answer Use this article to create a purchase order from products selected in Purchase Inventory . Common use cases Buyer: Convert selected products into a purchase order for one…
How do I adjust Purchase Inventory forecast settings?Quick answer Use this article to adjust the visible forecast inputs on Purchase Inventory before reviewing suggested purchase quantities. Common use cases Buyer: Adjust forecast inputs before deciding whether suggested…
How do I filter and sort Purchase Inventory?Quick answer Use this article to find the right products in Purchase Inventory before reviewing or creating purchase orders. Common use cases Buyer: Find products from a specific vendor, warehouse,…
How do I receive a purchase order?Quick answer Use this article to receive a purchase order when the inventory has arrived at the warehouse. Common use cases Receiver: Validate the receiving lane and record the units…
How do I send a purchase order to a supplier?Quick answer Use this article to send a purchase order to a supplier from the purchase order details page. Common use cases Buyer: Send a completed PO to the supplier…
How do I find and review purchase orders?Quick answer Use this article to find a purchase order and review its visible status, details, receiving details, or export. Common use cases Buyer: Find a purchase order by supplier,…
How do I manage products linked to a supplier?Quick answer Use this article to review or add products that are linked to a supplier. Common use cases Buyer: Link products to the supplier before creating purchase orders. Operations…
How do I review purchase inventory suggestions?Quick answer Use this article to review purchase inventory suggestions before deciding what to reorder. Common use cases Operations manager: Check which products may need reorder attention before stock becomes…
How do I upload products to receive?Use this article to open Receiving Item Manager, download the receiving template, and prepare a product upload for receiving.