Record a goods receipt
You record the goods that arrived from your vendor against their order, in full or in part.
Before you start
- A purchase order with the status Approved, Open or Partially delivered.
- Access to receive purchased goods.
Steps
Step 1: Open the purchase order
In Purchase & Expenses, open the Order tab and click the PO number of the goods that arrived.
Screenshot coming soon
The Order tab with a list of purchase orders and their statuses.
Step 2: Click Create delivery
It is in the bottom bar of the order's detail page. The delivery form opens with the items from the order.
Screenshot coming soon
An approved purchase order's detail page with the Create delivery button in the bottom bar.
Step 3: Fill in the date and the quantities
Fill in the Delivery date and Received by. On each line, enter Receive now for what actually arrived. The warehouse follows the order.
Screenshot coming soon
The delivery form with the date, the receiver's name and a Receive now quantity per item.
Step 4: Click Create delivery
Finday saves the receipt and returns to the order. Its status is now Partially delivered, or Completed once everything has arrived.
Screenshot coming soon
The purchase order detail page after the receipt, with the order's updated status.
When you are done
- The receipt gets a DLV number and the status Unbilled.
- The order becomes Partially delivered, or Completed once everything has arrived.
- You create the purchase bill from this receipt.
Common problems
Create delivery is greyed out
The order is not approved yet, or everything on it has been received. Check the order's status on its detail page.
The goods arrive in two shipments
Record one delivery per shipment. Receive now is capped at the quantity still outstanding.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.