After sending a Purchase Order to a vendor, your team members are able to log and track related deliveries as they arrive on site.
To add delivery to a Purchase Order, follow the steps below.
Step 1: Go to the Purchase Order register
Navigate to your Management module and click on the Purchase Order tool to access your project's Purchase Order register.
Step 2: Click on the related Purchase Order
Click on the Purchase Order related to the delivery received on site.
Step 3: Go to the "GOODS RECEIVED" tab
Click on the "GOODS RECEIVED" tab to log your delivery.
Step 4: Click the "RECEIVE GOODS" button
Click the "RECEIVE GOODS" button to start adding your delivery information.
Step 5: Add delivery information and docket
First type into the "Received by" field to select the project team member that received the delivery on site and add the date received.
Then add the quantity delivered by typing the number of units under the "Quantity delivered" column. You can also take a photo of the related delivery docket and attach it to the delivery record by clicking the "ADD DELIVERY DOCKET" button.
Step 6: Click the "SUBMIT" button
Click the "SUBMIT" button to save your delivery entry.
Delivery entries can be viewed, edited or removed by clicking on the related block.
Note: once the whole quantity has been delivered and logged, the status of the Purchase Order will change from "Awaiting delivery" to "Received"
If you have any questions about Purchase Orders, shoot us an email at firstname.lastname@example.org and our customer success team will be in touch.
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