Receive material from purchase
The action requires the "create goods receipt" permission.
An existing purchase order can be used to receive purchased material to stock.
Material from one purchase order can be received with multiple goods receipts, if needed.
To do this, go to the purchase order, open the "Goods receipts" section and click the "Create new goods receipt" button. This will open the "New goods receipt for order" form.
To create a new receipt, first fill out the form that appears:
- Date received: enter the date, when the material was receive.
- Document date: enter the date, when the document was made.
- Partner document: enter the document number, provided by the material supplier
- Reference number: enter the reverence number, provided by the material supplier
If no partner document and/or reference number was provided, "/" should be entered.
Once the form is filled out, select the products that will be received to stock with this goods receipt. You can select only some, or all if needed.
Once form is filled out and products are selected, click the "Create new goods receipt" button to create a new goods receipt.
Once the goods receipt is created, make sure that information on goods receipt items (warehouse location the material is set to be received and its counted quantity) is correct. Edit it if needed and then save the changes.
Once the goods receipt is ready, click "Book to stock" button to book the receipt.
If the booking to stock was successful, the goods receipt will have its status updated to "Booked".
