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Creating a Purchase from existing Purchase Order

There are two ways to create a Purchase from an existing Purchase Order in AltheaSuite. This article will take you through both the options.

Method 1

Step 1 : To receive items with existing Purchase Order, select +New from the Purchases module.

Step 2 : Select Receive Items with existing Purchase Order checkbox and select the purchase order number from the PO Number drop-down list.

Step 3 : After selecting the purchase order, click on Add All Items quick link to add all the items from the selected purchase order.

Step 4 : If you received a partial order from your supplier, you can select the arrived items from Item Field. If you click on the item field, a drop-down list of items selected in PO will appear, and you can select or type in the item’s name. You can also type or scan the SKU in SKU field to find the desired item.

Step 5 : Enter the quantity which arrived from the supplier. If there is a difference in quantity or item unit price, make the changes accordingly in the Purchase Invoice document.

Step 6 : Once you are done, click Create button.

Delivered items have now been added to your Inventory.

Step 7 : If there are items which were not received in a purchase order, the order will have a status Pending.

Method 2

Step 1 :  When your goods arrive, select the Purchase Order and from PO options, click Create Purchase. You can search for the purchase order by Order Number or Supplier.

Step 2 : Once selected you will notice the layout converts to a Purchase . The system adds all the items with ordered quantity.

Step 3 : At this point, check to see if there are any differences between the quantity of goods ordered and the quantity which arrived from the supplier. If there is a difference, make the changes accordingly on the Purchase Invoice document.

Note:  If there are items which were not received in a purchase order, the order will have a status Pending.. Purchase orders can have 3 different status: Active, Pending and Complete.

Step 4 : Once you are done, click Create button.

Delivered items have now been added to your Inventory.

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