Working with purchase orders:
Actions you can perform when working a purchase order.
•Create a new Purchase Order.
•Adding additional items to an open Purchase Order.
•Removing or editing items from an open Purchase Order.
•Receiving a purchase Order.
•Printing a purchase Order.
Receiving an item from the Purchase Order.
When the items have arrived from the vendor and you are ready to receive them (i.e., add them to the inventory stock), follow the work-flow outlined below.
Step 1: Open the Purchase Order for which you intend to receive the items.
Step 2: Change the status of the Purchase Order to 'Check-in' from its current status, then click 'Save'.
Step 3: After saving the Purchase Order with the 'Check-in' status, two new columns will appear on the right side of each item in the list.
There are two types of Inventory Items in the OpenRMA Software, which you can select when creating an inventory item (refer to Creating Inventory Items for more details).
A) Stocked items (Stocked items are physical or digital objects whose quantity should be tracked).
B) Serialized items (Serialized items are objects that have a unique serial number on each unit).
If the item you are receiving is marked as a 'Stocked Item', a green 'Receive' button will appear on the right side of the item
If the item you are receiving is marked as a 'Serialized Item', two buttons will appear on the right side of the item.
1. The first button allows you to enter or scan the serial numbers for the quantity received (as indicated in the 'Quantity Received' column).
2. The second button is the green 'Receive' button.
Step 4: Press the 'Receive' button on the right side of each item received. This will add all quantities listed in the 'Qty Received' column to the item's stock in Inventory.
Step 5: If all items in the Purchase Order have been received, change the status of the Purchase Order from 'Check-in' to 'Completed'.
This completes the work-flow for receiving a Purchase Order into the inventory.