Receiving an Order

If needed, first check out our "Creating a Purchase Order" or "Placing an Online Order" article first!

Receiving your Purchase Order

1

Navigate to Orders

Go to Manage > Inventory > Orders.

2

Select the order

Click the order date for the correct Distributor under Placed Orders.

3

Review the order

Go through the order product-by-product to make sure you received what you ordered.

4

Close the order

If it all checks out, click the box at the bottom of the page marked “Check this box to UPDATE your inventory quantities and CLOSE this order”.

5

Save the order

Click Save. Your inventory will be updated and the order will be placed in the Closed section.

Once the order is closed, it cannot be re-opened or deleted.

If you Received a Quantity that Does Not Match the Ordered Quantity

1

Update the received quantity

In the "Received" column for the product(s), change the number to the actual quantity you received.

2

Review the order

Check over the rest of your order to make sure it is correct.

3

Close the order

Check the box at the bottom of the page marked, “UPDATE your inventory quantities and CLOSE this order”.

4

Save the order

Click Save. Your inventory will be updated and the order will be placed in the Closed section.

Once the order is closed, it cannot be re-opened or deleted.

If you Received a Product you Didn't Order

1

Add the product

If this product is not yet in your system, you'll need to first add the product under: Manage > Inventory > Products > New Product

You do not need to enter an On Hand quantity, this will be automatically updated once you close the order!

2

Return to the order

Once the product is in your database, go back to Manage > Inventory > Orders, and click on the date of the order in your Placed Orders section.

3

Set the order to open

Click the "Set Status to Open" button at the bottom to add this product to the order.

4

Confirm the change

Click "Yes" in the confirmation box that pops up.

confirm yes

5

Select the open order

Click on the Order Date in the Open Orders section now.

6

Add an item

Click the "Add Item"at the top of the page.

7

Select the product and quantity

Search & select the product you need to add to the order, choose the quantity you received in the drop-down, then click "Add Items"

add order

8

Mark the order as placed

Check the "Mark this order as PLACED" box at the bottom of the page, then click Save.

9

Select the placed order

Click on the Order Date in the Placed Orders section again.

10

Review and close the order

Review the order to make sure everything else is correct, then scroll down to the bottom to check the box marked "Check this box to UPDATE your inventory quantities and CLOSE this order".

11

Save the order

Click Save. Your inventory will be updated and the order will be placed in the Closed section.

Once the order is closed, it cannot be re-opened or deleted.