Receiving inventory
When inventory arrives, it must be received.
To receive inventory:
1. Go to SysManager > Activities > Inventory Activities > Purchase Orders and the Search For Purchase Order Records dialog is displayed.
2. Locate the PO and the Purchase Order Edit PO Number dialog opens for PO Number. When searching by Date, BOD is for Beginning of Day and EOD is for End of Day; the POs that are returned are all POs that were created in that date range.
3. Access the Line Items tab.
4. Enter the amounts received for each line item directly into the RcvNow field of the line items grid. If the full amount of each item was received, use the Recv All button to automatically populate all of the RcvNow fields.
Note: You can use the Cost Adjust button to adjust the costs of groups of items in the grid. This is faster than double-clicking on each item for which there was a cost change and changing the cost on the PO Line Item Edit EDIT dialog.
Note: You can use the Labels button to print labels for all the merchandise received.
Note: You can go into a line item more than once to receive more of a product. However, you can only add to the number that was received – you cannot reduce the number that was received once a number is already entered and saved. You are also allowed to receive more than were ordered.
Note: If you attempt to exit the screen without specifying a Loc for a line item that was received, the following message is displayed, “A location must be specified in order to save this item OK.” Identify which line items are missing locations, select locations for them and save the PO.
5. Click the Save button and inventory is updated. An Inventory Receiver Report is sent to the screen for preview.
6. Click the Print Report button (printer symbol) in the Print Preview toolbar. The PO is sent to the printer and focus returns to the Search For Purchase Order Records dialog.
Note: The Inventory Receiver Report can be printed again at a later time through ReportManager.
Note: You also have the option of creating a PDF version of the PO by using the Print PDF button.