Overview
When goods arrive in the workshop, marking the line items as received on a purchase order or bill automatically updates the stock level for each product in the Product Catalogue. This keeps On Hand quantities accurate without requiring a separate stocktake.
👥 Access permissions
Only users with permission to access Purchasing can create or edit orders. Review user roles before granting access.
📍 Location in the app
Global Search > search and select a purchase order
Purchasing>Purchase Orders> select a purchase orderPurchasing>Suppliers> select a supplier > select an order
Mark items as received
Open the purchase order or bill. Ensure the order is not in Draft status.
Tick the checkbox next to each item received, or tick the checkbox next to Qty to mark every item as received at once.
The On the way quantities for those items move to On Hand quantities in the Product Catalogue.
📝 Notes
Stock levels only update for products with I track stock for this item enabled in the Product Catalogue.
When all items on the order are marked as received, the order's status updates to Received. If only some items are marked, the status updates to Partially received.