When you receive a delivery from a supplier, it would be standard practice to count how many items you received. In some cases, you will find you received exactly the same number of items that you entered on the purchase order. However, more often than not, you will have received either more or less than what entered on the purchase order. And if you received less than you ordered on the purchase order, you will need to consider whether you want give a customer less than what they ordered or whether you want to create a back order for the items so you can send them to the customer in the future. Your situation will determine which steps you need to follow.
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Step-by-step guide
You received EXACTLY the quantity ordered ordered
Click on arrow and select Warehouse
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You will notice that the style will disappear from the screen. You will also notice that in the background that the quantity of styles in the warehouse will have increased.
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You received LESS than what you ordered ordered
Click on arrow and select Warehouse
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Choose which process you would like to follow from the above options, and read the corresponding instructions:
a)
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Check In (Auto) - Click the Check In Auto Button to have the system automatically determine which customer(s) misses out
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b) Check In (Manual) - Click Check in (Manual) button. A pop up window will open
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Click Edit
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Once you click Edit, white boxes will appear where you are to enter the assigned quantity. The To Allocate table up the top of the window will tell you how much you have left to allocate.
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The following pop up will appear, showing the total units allocated. Click Ok
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c) Back Order
Click on arrow and select Warehouse
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To enter the received quantity of a style, click on the blue 0 under the Rcvd column, in the row of the style
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After clicking the ‘ALLOC RCVD & SET BO QTY’, it will show you the pop-up confirming the you want to put the remaining units to Back Order. Press OK button.
Now if you go back to the Arrive Purchase Orders, the PO 9578-1 will show, highlighted in Red as it means this is a back orders. You can see a check box in the BO column and the on Pack list qty column is showing the 8 that are on back order.
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You received MORE than what you ordered
Click on arrow and select Warehouse
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