Receiving items for a purchase order

The following procedures detail how to receive purchase items in a purchase order.  You can receive purchase items individually or in bulk.  You can also receive all of the purchase items for a purchase order at one time.

To receive a quantity of items for an individual purchase item

Use the following procedure to receive a quantity for one purchase item:

1. On the header bar, expand the hamburger menu  and click Purchasing.
2. To open a purchase order form, double-click the purchase order from the list.
3. Scroll down to the Details section and double-click a purchase item from the list.
   Track-It! displays the Purchase Item dialog.
4. In the Receiving Information section, click  Receive Purchase Item.
   The Receive Purchase Item window displays the details including product name, quantity ordered, and quantity to receive details.
5. Click on the Quantity to Receive field and use the arrows to select the number of purchase items to receive.

6. (Optional) Deselect Create Asset if you do not want an asset created for the received purchase item.

   Note

   By default, Create Asset is selected for all received purchase items. When you receive a puchase item, Track-It! creates a corresponding asset in the Asset Management module. For more information, see Managing Assets.

7. Click Receive.
   Track-It! saves the purchase item details and changes the status of the purchase order appropriately.

To receive a quantity of items for one or more purchase items

 Use the following procedure to receive a quantity for one or more purchase items or to receive purchase items in bulk.

1. On the header bar, expand the hamburger menu  and click Purchasing.
2. To open a purchase order form, double-click the purchase order from the list.
3. Click Receive.
   Track-It! displays the Receive Purchase Item dialog, showing a list of products and the quantity ordered. Note that the Quantity to Receive column is preloaded with the exact quantitiy of items that needs to be received for each purchase item in order to complete the purchase order.

4. (Optional) Deselect Create Asset if you do not want assets created for the received purchase items.

   Note

   By default, Create Asset is selected for all received purchase items. When you receive a puchase item, Track-It! creates a corresponding asset in the Asset Management module. For more information, see Managing Assets.

5. Take one of the following actions:

   Action	Steps
   To receive all items for the purchase order in bulk	Click Receive.
   To receive quantities of individual purchase items	For each product that has received items, click on the Quantity to Receive field and use the arrows to adjust the quantity. Click Receive.

6. Click Receive.
   Track-It! saves the purchase item details and changes the status of the purchase order appropriately.

   Note

   If you received all items for the purchase order, the status is changed to Received and the Date Received/Closed field records the current date.