Receiving

Once the items ordered on a purchase order have come in, you need to receive them in order to update your inventory.

Select Inventory Vendors from the Main Menu.  You will then see the Vendor Screen. Locate the vendor.  (See Navigating Records.)  Select Recv from the Toolbar (or press [F5]).

You will then need to select the type of receive:  Quantities Only (when the goods have come in, but you don't yet have the invoice from the vendor); Add Costs (when you previously used Quantities Only but now have the vendor's invoice; Costs & Quantities (when you have both the goods and the invoice from the vendor).

If you selected Quantities Only, enter the PO number or select it from the drop down list.  You will then see the receive screen.  If you selected to Add Costs or Costs & Quantities, you will be prompted to enter information about the vendor invoice and then you will see the receive screen.

In order for items to be received, they must be moved from the top grid to the bottom grid.  To move a line that is correct as is to the bottom grid, double-click it so that the line is highlighted with bright blue.  You can continue clicking on individual lines so that they are all highlighted. When each desired row is highlighted, click on Move Selected.  All rows previously highlighted will now be moved to the bottom grid.

If all items on the PO are correct as is, you can simply click Select All.  This will highlight all rows in the top grid.  You can then click on Move Selected to move all items to the bottom grid.

If you are not receiving in the exact quantity ordered or if the cost is different, you must edit the item before sending it to the bottom grid.

Once you have all items that you are receiving in the bottom grid, select Ok to process the receive.