Purchase Order receive

The DineConnect application facilitates the efficient receipt of purchased items, allowing users to update inventory quantities based on received orders. This technical documentation provides step-by-step instructions for creating a purchase order receipt within the DineConnect application.

Purchase Order Receipt Process

Receipt of purchased items within the DineConnect application ensures accurate inventory management and reflects real-time stock updates.

• Log in to your DineConnect account.

  • On the left side of the dashboard, under the “Inventory” option, click on the “Purchase” tab and select the “Order” option.

Open

• Locate the purchase order (PO) for which you wish to create a receipt. The PO status should be "Approved."

Open

Creating a Receipt

• Click on "Actions" for the desired purchase order and select "Create Purchase Receive."

• All relevant data, including item names, PO quantity, and quantity to receive, will be automatically filled.

  • You can also enter the Free of Cost (FOC) quantity if applicable.

Saving as Draft

• To save the receipt as a draft for editing or review, click "Save as Draft."

  • A pop-up confirmation will appear, indicating that the purchase receive has been saved with a reference number.

• The status in the purchase order screen will appear as "Draft."

• To change the status to "Received" and add stock to the inventory based on the entered quantity, click on "Actions" and select "Convert to Received."

• The status of the purchase order will change to "Received," and the stock will be updated accordingly.

Viewing Stock Changes

• To view the updated stock, go to "Inventory" option and select "Reports", then select "Inventory" and "Inventory Stock."

• Search for the item by name, and you will see that the stock quantity has been updated once the purchase receive has been completed.

Saving as Final

• Click "Save" to finalize the purchase receive. Once saved, the purchase receive status cannot be edited or changed.

Handling Shortages

• In case the PO quantity is less than the "Qty to Receive," and you click "Save," you will notice in the "Purchase Orders" screen that the received quantity is less than the PO quantity.

• In this scenario, you must create a difference purchase order receipt and input the remaining quantity in the "Qty to Receive" field. Click "Save" to add the remaining items to the inventory, which can be seen in the report.