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Create or Edit a Receive Order | Zayls

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Knowledge Base Purchasing | Create or Edit a Receive Order

Create or Edit a Receive Order

Create a Receive Order:

There are several ways to receive an order:

  • Receive orders inside the Purchasing Workflow
  • Receive orders using Receive Orders Module

 

Receive orders inside the Purchasing Workflow:

1. Click the Purchase Order you want to receive.

2. In the Receive Orders pane, click Add.

3. In the New Receive Order window, the Supplier, Purchase Order, Location, Date Received, Product Variant/s, and its Quantity are already filled by default. You may enter your Remarks or update the Location, Date Received, Reference #, or Product Variant Quantity.

4. Once done, click Save or Save and Receive to save the transaction or Cancel to terminate the form.

  • Save and Receive will save and process the transaction. The quantity received will add up to the inventory.
  • Save will save the transaction. This will save the RO details and will be tagged as Planned.

5. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created Receive Order. You can click the message to create another receive order.

6. When you go back to Purchase Orders overview or to an existing Purchase Order, the receive order is updated.

Receive orders using Receive Orders Module:

1. In the Receive Orders overview, click New Receive Order.

2. Select a Purchase Order and click Next.

3. In the New Receive Order window, the Supplier, Purchase Order, Location, Date Received, Product Variant/s, and its Quantity are already filled by default. You may enter your Remarks or update the Location, Date Received, Reference # or Product Variant Quantity.

4. Once done, click Save or Save and Receive to save the transaction or Cancel to terminate the form.

  • Save and Receive will save and process the transaction. The quantity received will add up to the inventory.
  • Save will save the transaction. This will save the RO details and will be tagged as Planned.

5. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created Receive Order. You can click the message to create another receive order.

6. When you go back to Purchase Orders overview or to an existing Purchase Order, the receive order is updated.

the Unit Cost of the orders that was received would be added to the current inventory cost are VAT-exclusive or Net of VAT.

RO# is auto-generated but you can override and type in a different number. To check the form’s next auto-generated numbers, click here.

Edit a Receive Order inside the Purchasing Workflow:

1. In the Purchase Orders overview, click a Purchase Order.

2. In the Receive Orders pane, click the Receive Order Number.

3. Click Edit.

4. Enter the new details and then click Save or Save and Approve located at the bottom. A message will appear if the receive order is saved successfully.

 

Edit a Receive Order using Receive Orders Module:

1. Click the Receive Order you want to edit.

2. Click Edit.

3. Enter the new details and then click Save or Save and Approve located at the bottom. A message will appear if the receive order is saved successfully.

If you are not able to create or edit a Receive Order that means the admin did not give you access to Receive Order – Modify.

If the user is not an Admin, functionalities such as edit, void, delete will not work after seven days of the transaction creation.

Add Comments to a Receive Order:

The comment feature allows you to leave important messages to keep everyone informed.

1. In the Receive Order record, scroll down to view the Comments section.

2. Enter your message in the Comment box.

3. You may also add attachments such as photos or files. Click Add attachment below the Comment box. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.

4. Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.

Edit or Delete a Comment: 

1. Find the comment you want to edit or delete.

2. Click   .

3. To update the comment, click Edit. To delete the comment, Click Delete.

Only accounts with admin account type can delete comments made by other regular users.

Related Article: Print, Duplicate,Void or Delete a Receive Order