To Receipt and Complete a Purchase Order
To Receipt and Complete a Purchase Order
In Unleashed, from the Dashboard click on Open Purchases :
Select the purchase you are after and complete the fields as follows:
Ideally you will have the invoice in front of you that has been attached to the delivery docket – enter the supplier invoice number in the Supplier Reference Field & the Date of the invoice in the Supplier invoice date field
If you don’t have the invoice but the product needs to be used immediately then you will need to complete the purchase without the information. Ensure that the information is as accurate as possible and use a reference that will show this i.e. DD (followed by a number) to indicate that you have completed off a delivery docket.
If the invoice comes in later for a different price then you have a few options
Clone the original purchase and complete with the correct details and then do a supplier return to contra the completed invoice
Update the supplier invoice in Xero and do a stock adjustment to adjust the cost in Unleashed (please be very careful to do this correctly) – See Stock Adjustments
If there’s just an additional line, then this can be entered as an additional purchase with the same supplier reference
Check the Quantity and Price and change if necessary
If the amount received is different to the amount ordered (and no further deliveries are expected), then change the quantity here. However, if the quantity received is different because some of the goods are on back order, you should do a split (see below).
If there are any additional lines add them now
Note: If the additional line is for freight (or another item that should be included in the cost of the product), enter it in the Cost Lines – this will apportion the cost across all products on the order.
Click on Receipt
If all is correct, click on Complete
If the amount received is lower than ordered and you want to put the rest on back order, change the receipt quantity
Click Split Complete
Was this helpful?