Required role: Owner or Admin, or a custom role with permission to receive purchase orders.
Steps
1
Open the purchase order
In the left sidebar, click Purchase Orders, then open an order that’s Sent, Acknowledged, or Partially Received.
2
Click Receive Goods
Click Receive Goods.
3
Enter delivery details
Confirm the Received Date. Optionally add the Delivery Note #, Carrier, and Tracking #.
4
Choose the receiving location
Select the Default Receiving Location. It’s used for any item without its own location.
5
Enter quantities
Under Items to Receive, lines with a variant show it next to the item name. Enter how many units you’re Receiving for each item, up to the Remaining quantity. Enter any Rejected units, such as damaged goods, and add a reason under Rejection Reasons. To store an item somewhere else, pick a different Location for it.
6
Add notes and sign
Add any Receipt Notes. If your organization requires it, sign under Signature Required.
7
Confirm
Click Confirm Receipt.
What happens next
- A goods receipt is created with a number such as
GRN-0001. See Goods receipts. - The order moves to Partially Received or Fully Received.
- If the rest of a Partially Received order won’t arrive, open the actions menu and click Close Order to close it.
- Received units of items linked to inventory are added to stock at their location and logged as Received in the inventory logs. A line with a variant adds stock to that variant.
- Each linked inventory item’s unit cost is updated to the order’s unit cost. For a line with a variant, the variant’s cost is updated instead.
Next steps
Goods receipts
View the receipts recorded for an order.