coreSTORE - Purchasing: Receiving Serialized Items against a Purchase Orders
Select Purchasing > Dashboard on the left-hand side.
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.
To receive items on a PO, click the "Receive Items" button.
In the "Lookup PO" field, you can click the "Magnifying 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.
This is what it looks like using the "Get Items & Qty" button.
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 you have your quantites entered, if it is a Serialized Item you will need to enter in the Serial Number.
To manually add serial numbers, click on the corresponding "Empty" box next to the Serial field.
Then simply type in the serial number and click the "√" button.
Alternatively, if you have multiple serial numbers and they have a barcode for that serial number. You can click the Orange UPC button and scan in the serial number.
Click on …
Otherwise, if you can't scan the serial numbers but they sent you multiple in sequential order, you can use the "Range" button.
With the Range function, you can simply type in the lowest serial number, add a "-" and type in the last serial number, it will autofill the remaining serial numbers for you. (FN101-FN105 will create serial numbers FN101, FN102, etc).
Once all quantities are accounted for, you can enter in the Receiving Date.
Finally, you can select the "Complete Receiving" button.
Select "Yes" to complete the PO. (If nothing is back-ordered)
Then select "OK" to submit the receiving and update your quantities.
Next it will give you a receipt for your Receiving's.
To see how it effects the BB, we can go to Bound Book > Dashboard.
Search for our serial number, and it should show "In Stock" and ready to go!
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.
To receive items on a PO, click the "Receive Items" button.
In the "Lookup PO" field, you can click the "Magnifying 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.
This is what it looks like using the "Get Items & Qty" button.
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 you have your quantites entered, if it is a Serialized Item you will need to enter in the Serial Number.
To manually add serial numbers, click on the corresponding "Empty" box next to the Serial field.
Then simply type in the serial number and click the "√" button.
Alternatively, if you have multiple serial numbers and they have a barcode for that serial number. You can click the Orange UPC button and scan in the serial number.
Click on …
Otherwise, if you can't scan the serial numbers but they sent you multiple in sequential order, you can use the "Range" button.
With the Range function, you can simply type in the lowest serial number, add a "-" and type in the last serial number, it will autofill the remaining serial numbers for you. (FN101-FN105 will create serial numbers FN101, FN102, etc).
Once all quantities are accounted for, you can enter in the Receiving Date.
Finally, you can select the "Complete Receiving" button.
Select "Yes" to complete the PO. (If nothing is back-ordered)
Then select "OK" to submit the receiving and update your quantities.
Next it will give you a receipt for your Receiving's.
To see how it effects the BB, we can go to Bound Book > Dashboard.
Search for our serial number, and it should show "In Stock" and ready to go!
Updated on: 01/02/2025
Thank you!