After creating a Asset Management purchase order and adding the respective products to the purchase order, Asset Management allows you to document the receipt of those products when they arrive from the vendor. Products must be received before they can be assigned/shipped to sites.
- Navigation:
- Admin View
- Purchasing
Receive a Product From a Vendor
This process requires administrator level credentials. A purchase order must have been created with products assigned to it which are being received.
Hint: A printed product catalog will allow you to utilize a scanner during this process to identify and quickly scan the product number.
- Click on
Purchasing, located on the top navigation bar.
- Filter the Purchasing grid to locate the respective purchase order.
- Click on the respective purchase order's row. The grid expands.
- On the Products tab, locate the respective product to receive.
- Click on
Receive. The Receive Quantity window opens.
- Enter the quantity received in the Quantity field.
- Click on
Save. The Receive Quantity window closes and the Received column for the respective product updates.
Note: A Purchase Order will close when the last item on the order is received. The user will receive a message upon receiving the last item asking if the purchase order should be Closed. Once closed, the user can select the Show Closed box on the purchase order page to view closed purchase orders.
Products can be added to an Open purchase order indefinitely. A purchase order can be closed without processing all the products within it. This does not affect editing, receiving from a vendor, shipping, and/or receiving for a site for existing products in the closed purchase order. It merely locks the purchase order, preventing the addition of additional products and removing the ability to edit the details of the purchase order.
Once closed, a purchase order can only be reopened by the administrative level.