coreSTORE - Purchasing: How to receive items off of a Purchase Order
First, go to Purchasing > Dashboard.
Inside the Dashboard you can find your PO's by selecting the "Purchase Orders" button. Under the PO# column, this will display any manually entered PO#. The ID field, links to that PO and also acts as a PO# when one isn't manually entered.
Once you have your PO# to receive, select the "Receive Items" button.
In the "Lookup PO" field, you can click the "Magnify Glass" icon to automatically pull all current open PO's in coreSTORE. Alternatively, if you have a lot you can simply search the "PO#" or the "ID" to pull it in.
Once the PO is pulled in, it will automatically pull in your Supplier and give you two different options to choose from.
If you select "Get Items & Qty" it will pull in the line items you ordered with the qty you ordered it for automatically applied.
If you were to select "Get Items" it would automatically pull the line items you ordered, but with the receiving qty set at "0" making it so you have to go through each line item and put in a receiving qty.
This is what it looks like using the "Get Items" button.
Once all quantities are accounted for, you can enter in the Receiving Date.
Finally, you can select the "Finish" button, after adding payment and any required serial numbers.
Select "Yes" to complete the PO. (If nothing is back-ordered)
Lastly, you will get a Receiving Receipt showing the quantities that you received into your inventory.
Inside the Dashboard you can find your PO's by selecting the "Purchase Orders" button. Under the PO# column, this will display any manually entered PO#. The ID field, links to that PO and also acts as a PO# when one isn't manually entered.
Once you have your PO# to receive, select the "Receive Items" button.
In the "Lookup PO" field, you can click the "Magnify Glass" icon to automatically pull all current open PO's in coreSTORE. Alternatively, if you have a lot you can simply search the "PO#" or the "ID" to pull it in.
Once the PO is pulled in, it will automatically pull in your Supplier and give you two different options to choose from.
If you select "Get Items & Qty" it will pull in the line items you ordered with the qty you ordered it for automatically applied.
If you were to select "Get Items" it would automatically pull the line items you ordered, but with the receiving qty set at "0" making it so you have to go through each line item and put in a receiving qty.
This is what it looks like using the "Get Items" button.
Once all quantities are accounted for, you can enter in the Receiving Date.
Finally, you can select the "Finish" button, after adding payment and any required serial numbers.
Select "Yes" to complete the PO. (If nothing is back-ordered)
Lastly, you will get a Receiving Receipt showing the quantities that you received into your inventory.
Updated on: 03/18/2025
Thank you!