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dianet369
October 23, 2023
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Does anyone have problems with entering inventory and only items received

  • October 23, 2023
  • 2 replies
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I need to enter inventory via a PO and only items received not the entire PO. then mats the invoice to those items received. This has recently changes  and the process is different  now. Can anyone explain the process?
Best answer by AldritchM

Hi, @dianet369.

 

Sure! I can explain the process for entering inventory via a Purchase Order (PO) and matching the invoice/bill to the received items. With this insight that I am about to share with you it will save your time.

 

Here's how:

  1. On the purchase order created, click on the drop-down arrow under Action.
  2. Click Copy to bill.
  3. Click the Trash Bin icon to remove the items you haven't received or you may update the QTY column.
  4. Click Save and close.

 

You have the option to go back to the Purchase Order (PO) as needed until you've received all of the items. Once you have received all the items, the PO status will automatically change to "closed."

 

If you encounter a scenario where you have paid for items but have not yet received them, I would like to share an article with you that provides guidance on how to handle this situation: How to track your prepaid inventory.

 

If you have any further questions about QuickBooks or anything else, please don't hesitate to ask. I'm here to assist you.

2 replies

AldritchM
AldritchMAnswer
October 23, 2023

Hi, @dianet369.

 

Sure! I can explain the process for entering inventory via a Purchase Order (PO) and matching the invoice/bill to the received items. With this insight that I am about to share with you it will save your time.

 

Here's how:

  1. On the purchase order created, click on the drop-down arrow under Action.
  2. Click Copy to bill.
  3. Click the Trash Bin icon to remove the items you haven't received or you may update the QTY column.
  4. Click Save and close.

 

You have the option to go back to the Purchase Order (PO) as needed until you've received all of the items. Once you have received all the items, the PO status will automatically change to "closed."

 

If you encounter a scenario where you have paid for items but have not yet received them, I would like to share an article with you that provides guidance on how to handle this situation: How to track your prepaid inventory.

 

If you have any further questions about QuickBooks or anything else, please don't hesitate to ask. I'm here to assist you.

D
dianet369Author
October 23, 2023

Yes thanks, but now there are tow new items to click after you hit the garbage cab.... do you delete

or unlink ? then when I click unlink everything disappears and there is nothing to move forward with?

Thanks

Diane

    S
    SheandL
    October 23, 2023

    You don't need to unlink the items, @dianet369. Allow me to share further insights about partially receiving items.  

     

    After converting your PO to bill, you'll change the quantity to match the received items. If you didn't receive any amount for that particular product, enter 0, click the Trash bin icon, and select Remove line. Here's how:

     

    1. Create a PO, then click Save.
    2. Beside Amount, press Copy to Bill.
    3. Edit the quantity to match the amount you have received. Enter 0 or click the Trash bin icon and select Remove line if you haven't received any item.
    4.  Click Save and Close.

     

    If you want to know the report of all the money paid to a vendor, you can check this article for more information and guidance: Run a report with vendor totals.

     

    Please click the reply button if you have other questions regarding the purchase order. The Community forum is always ready to assist you. 

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