First Purchase Order Walkthrough

Create the supplier, product, and receiving warehouse before ordering the first shipment.

1. 1
   Create the supplier, product variant, and receiving warehouse.
2. 2
   Create a purchase order, send it, and confirm it.
3. 3
   When the delivery arrives, count and receive the goods. Record later deliveries as separate receipts.
4. 4
   Compare the supplier bill with the order and receipts; post it after review.
5. 5
   Record, post, and allocate the supplier payment separately.
6. 6
   Open the receipt and confirm the units are in the intended warehouse and bin.
7. 7
   Open the posted supplier bill and payment to check the remaining payable.

A received delivery can still be unbilled, and a posted bill can still be unpaid.

Warehouse staff should verify stock at the receiving location. Finance should reconcile the posted bill and payment with the receipt; these events can fall in different periods.

WARNING: A foreign-currency PO cannot currently receive inventory when its currency differs from valuation currency. Resolve that before the first receipt.

Check the order's status, receipt quantity, warehouse, supplier bill, and your purchasing access before moving on.