Product Documentation
Product Documentation
Breadcrumbs

Editing or Adding Items to a Receiving Entry

When you have already submitted an order and need to add an item, follow the steps below.

  1. Select View > Receiving.

  2. Select a Location if assigned to more than one.

    LocationSelect_v0.PNG

  3. Click on the Include Reconciled Orders toggle and search for any previously received purchase orders. click the PO Number hyperlink.

    SearchandSelectPO_v0.PNG

  4. Click Add Item, located at the bottom of the line items list.

    additem_v0.PNG

  5. Search for the item using the Item Lookup drop down.

    itemlookup_v0.PNG

  6. Click Save & New if you need to add multiple shipped items.

  7. Click Save & Close when finished.

    saveandclose_v0.PNG

Note

A shipped item can only be added to the invoice when it is approved and available in the vendor’s catalog.