Receive Orders Overview
Receive Orders Overview
Receive Order is the process of receiving the items indicated on the Purchase Order.
In this listing page, you will be able to see all Receive Orders and partial details such as the Receive Order number, the status of the RO, the Purchase Order associated with it and other components of the transaction.
You can filter records in two ways:
- Search by RO #, Reference #
- Using Filters
Search by RO #, Reference #:
1. Go to Search by RO #, Reference # box at the top of the Receive Orders list.
2. In the Search by RO #, Reference # box, type the receive order number or the reference number you are searching for. The list will load the moment you stop typing.
3. Click the RO # to see the receive order details.
Using Filters:
1. Click Filters beside the Search by RO #, Reference # box. It will show you several parameters that will help to narrow down results.
Filters:
- Date From – will show records starting from the date selected
- Date To – will show records up to the date selected
- PO # – will show records where the Purchase Order Number is associated with
- Supplier – will show records involving the supplier selected
- Location – will show records involving the location selected
- Status – will show records with the status (Planned, Received, Voided) selected
Export Receive Orders to PDF or Excel:
- In the Receive Orders Overview, click Export.
- There are three Export options: Export to PDF, Export to Excel, and Export to Excel (Detailed). Click your desired format.
- Upon clicking your desired format, the file will be automatically downloaded to your computer.
- You may also view the Export History of the report.
Related Article: Create or Edit a Receive Order