Inventory orders can be in one of three statuses; Open, Placed, or Received.
The row will appear in bold and include aon the main Inventory Orders screen. Individual items can be added or removed from the order to adjust the total. To create a new inventory order, see Create an Inventory Order or Importing an Inventory Order (Automatically).
The row will appear in bold and include a on the main Inventory Orders screen. Open Orders should be put in the Placed status after the actual order has been submitted to the company, and before the product has been physically received. Quantities are displayed in the On Order column of the product list. Items can only be removed or substituted from the order in the Receive Order screen during the receiving process.
Individual items cannot be added or removed. Order totals, date, and description can be changed. To adjust individual items, see Edit Item Quantity or Inventory Count. Please Note: Only orders with a Received status will be included in the Product Purchases report for tax purposes.
Putting an order in the Placed status
- Ensure the row is selected for the applicable order from the main Inventory Orders screen.
- From the toolbar click .
- Click YES to confirm.
Receiving an order into Inventory
- Ensure the order has already been put in the Placed status, and the row is selected for the applicable order from the main Inventory Orders screen.
- From the toolbar click.
- If all items have been physically received, from the Receive Order screen, click RECEIVE ALL then .
All quantities that were marked as received will be moved from the On Order column and added to the On Hand field of the product list.