In Retail POS (X-Series), you can seamlessly receive full or partial stock orders, ensuring accurate inventory levels and simplifying both order creation and receipt.

If you want to print barcodes for a received order, the number of labels will be determined from the received amount, not the amount ordered - unless the received amount is 0 and in this case, it will revert to the ordered amount.

Receiving a purchase order for a single outlet

For information on receiving purchase orders for multiple locations at once, refer to Sending and receiving purchase orders for multiple locations.

1. Navigate to Inventory > Stock control and locate the stock order you wish to receive, using the filters if necessary.
2. Click on the Receive order icon on the right of the purchase order information.

   

3. On the Receive stock page, if you are receiving a full order, scroll down to the Product section and click Receive all ordered products. For partial orders, enter the desired quantity in the Received quantity field.

   

4. The Cost price field will automatically populate with the product's supply price. Update this if the cost price has changed.
5. Add or update any discounts, shipping, or duties fees for the purchase order in the fields at the bottom. The order total will adjust accordingly.

   

6. Review the entered information and click Receive.
7. A confirmation window will appear. Click Receive delivery to finalize.

   

Managing unreceived items

If you don't receive all items in an order, you have the option to either create a partial order for the outstanding items or close the original order and generate a new one upon the arrival of the next stock shipment.

If you choose Create new order, Retail POS will automatically create a new order and mark it as sent. When the rest of the stock comes in you can receive the stock against this newly created partial order. The original order will be marked as received.

If you choose Don't create new order, the order will be received and closed. No changes can be made to it once it is closed. When the rest of the stock comes in you will need to create a new order.

Allocating items for unfulfilled customer orders

If you have ordered stock to fulfil customer orders through the add products from recommendations workflow, you will be prompted to set aside those items when receiving the purchase order.

1. Receive the purchase order following the instructions in the Receiving a purchase order for a single location section in this article.
2. After you click Receive delivery, another pop up will display showing which products need to be set aside to fulfill customer orders.
3. Click on the arrow to expand the sale details to show the customer and the sale receipt number for your reference.

   

4. Once you have noted the items to put aside, click Got it, thanks! to finish receiving the order.
5. You can then navigate to Inventory > Fulfillments to complete the unfulfilled sale.

Managing purchase orders with accounting integrations

For detailed information about managing purchase orders with accounting integrations, refer to Stock management with the Xero integration or Stock management with the QuickBooks Online integration articles.

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