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xTuple for Service Businesses Demo Guide

  
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6.3. Receiving Purchased Goods
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6.3. Receiving Purchased Goods

Once the office supplies are delivered, the next step is to acknowledge the delivery. After that we will create a voucher to match the vendor invoice, and then finally cut a check to pay the vendor. To begin the receiving process, follow these steps:

  1. Go to Purchase > Purchase Order > List Open.

  2. Make sure the Open and Unreleased options are selected.

  3. Select the QUERY button.

  4. Right-click on the purchase order.

  5. Select the Release option, as shown below:

Release Purchase Orders

The releasing of purchase orders is a control step that must be completed before a purchase order can be received. You can think of this as being a kind of approval process. For example, maybe one user has privileges to create purchase orders, while only the manager has privileges to release purchase orders for receiving. To receive a purchase order after it has been released, follow these steps:

  1. Go to Inventory > Receiving > New Receipt.

  2. Enter the purchase order number in the Order # field using the magnifying glass—or type the number manually.

  3. The screen should look as follows:

Receiving purchase order

To complete the process, follow these last two steps:

  1. Select the RECEIVE ALL button.

  2. Select the POST button.

The purchase order has now been received and is ready for vouchering and payment.

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6.2. Emailing Purchase Orders Home 7. Paying Vendors