Once you receive the product, you can create a receipt in the system, so that the A/P team knows that the purchase order has been received.
Prerequisites
Access to ProcureDesk with permission to create and manage receipts.
Step-by-Step Instructions
Step 1: Open the Purchase Order
Navigate to the orders page.
Click on the order number for which you want to create a receipt.
Step 2: Create a Receipt
Click on "Actions" and, select Create Receipt.
Step 3: Adjust Receipt Details
You will be taken to the receipts page.
Adjust the receipt quantity if it differs from the purchase order.
Unselect any lines you have not received.
Step 4: Upload Packaging Slip (Optional)
If you have a packaging slip, upload it under the receipt attachment section.
Step 5: Finalize the Receipt
Click on Create Receipt to finalize the receipt.
FAQs and Troubleshooting
What if the receipt quantity is different from the purchase order?
Adjust the quantity on the receipt page to match what was received.
Can I partially receive a purchase order?
Yes, you can unselect lines for items you do not want to receive.
What should I do if I forget to upload the packaging slip?
You can edit the receipt later to add the packaging slip attachment.