Learning Center

When Purchase Orders come back partially fulfilled, you must post the items. Posting a Purchase Order allows you to update the Budget, Inventory, and Purchase Orders.  If you receive a Purchase Order that is complete, you must post a fulfilled Purchase Order.  Posting a partially fulfilled Purchase Order can be done by following these few simple steps:

This article applies to + Professional and + Enterprise.

1.  Click on the Modules tab, then click on the Purchase Orders icon on the main ribbon.

2.  Select and open the appropriate Purchase Order.

3.  Select the Line Items tab on the lower ribbon, then click on the Receiving icon to open the pop-up window.

4.  Select the items that you received on the Purchase Order, followed by the OK button.

By default, the current date and time will be stamped on this Purchase Order, but if needed, you may manually adjust the date and time stamp by selecting the desired date and time in the drop-down menu.

 You have the option to add the invoice number for the Purchase Order on this step in the appropriate section.

Useful Links to Related Articles:

To learn how to Create a Purchase Order Manually, click here.

To learn how to Add an Invoice or Return to a Purchase Order, click here.

To learn how to Post a Fulfilled Purchase Order, click here.

To learn how to View Current Costs of a Purchase Order, click here.

To learn how to Add an Attachment to a Purchase Order, click here.

To learn how to Manage Notes in a Purchase Order, click here.

To learn how to Manually Link a Work Order to a Purchase Order, click here.

To learn how to View Vendor Info on a Purchase Order, click here.