Receiving Purchase Orders with the iOS Mobile App

Receiving Purchase Orders

From the mobile purchase order dashboard, you can receive Approved purchase orders. Scroll or Search for the purchase order and click Receive on the tile. Note: Batch/Serial products cannot be be received via mobile app.  Receive purchase orders containing Batch/Serial products via the browser.

Receive the purchase order by entering the required receipt and invoice information across the order's Details, Dates Product and Totals sections. You can show and hide a section to help with screen usability by tapping the minus and plus icons in each section. A fully received purchase order requires the invoice and received dates, supplier invoice number and the quantity received.

Order Details

• Supplier Invoice Number - Supplier invoice number/reference.

Order Dates

• Received Date - Date order line items received
• Invoice Date - Date invoiced
• Invoice Due Date - Date supplier invoice due.

Order Products

• Add New Product - Tap green plus icon to add additional product lines included on the supplier invoice or have been delivered.
  • Product - Search product name or SKU to add product.
  • SKU - Populated by product search or enter ad-hoc SKU
  • Name - Populated by product search or enter ad-hoc product name
  • Blue Plus Icon - Expands product line
    • Supplier Code - Populated by product search or enter ad-hoc supplier code
    • Description - Populated by product search or enter ad-hoc description.
• Invoice Price - Supplier invoiced unit price.  Defaults to the order price - only needs to be updated if the supplier has invoiced a different price.
• Received Qty - Quantity physically received.  Defaults to the order qty - only needs to be updated if a different quantity has been delivered.
• Landed Cost - Tap green plus icon to add landed costs for stock purchase orders.
  • Landed Cost - Enter landed cost description
  • Amount - Landed cost value from the supplier invoice.
  • Tax Type - Assign tax status of landed cost (Tax Free etc). Select the relevent accounting tax type from the dropdown.

Review the order Totals

• Create a backorder - Backorder outstanding line items.
• Rounding - Adjust the order total due to rounding discrepancies.
• Tax Total - Adjust the order total due to tax calculation discrepancies.

Tap Receive or the Receive All shortcut to complete the purchase order.