Receiving Purchase Order Shipments

This video shows the process of receiving purchase order shipments using our software. What’s great is that it’s easy to find and edit purchase orders within Finale.

receiving purchase order shipments

Remember to only mark a purchase order complete when you have received everything. when this is complete, you can update your info so that your received items will be available in the warehouse. See the video below for instruction:

Receiving Purchase Order Shipments


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Video Transcription

Hi. This is Chinh from Finale Inventory. In this short video, I’m going to show you how to receive shipments against a purchase order.

So if I open up my Finale account, right now I have one outstanding purchase order. Purchase order 134. And right now there are two items. Okay? So before we receive it, let’s go to the view stock screen and kinda see those two items. So right here are on the top two. And basically here it says we have zero on hand but the available is 50.

So the available is a calculation where it’s basically the quantity on hand plus incoming PO shipments minus outstanding sales. Since there are no outstanding sales for either of these orders, basically it’s zero…in the 50s because of this outstanding purchase order. Okay?

If we click on this triangle here, we can get more information. We can see why the available is 50. That’s because…it’s this PO that we basically have open.

So now let’s say that that product has arrived at your loading facility, so we’re gonna receive it in. So it’s pretty easy to receive the products in. So in this case, we’re gonna do the most simple use case is basically you’ve got everything you expected. So I click on the purchase order and I click on the next green…this button here where it says edit shipment which is basically saying what is the next operation that you should do. So I hit edit shipment.

And what I do is if I got everything I expected, all I need to do is hit this blue link that says update shipment to match order. And basically it populates the orders. So here it says 50 and 75. And it prepopulates basically the first sublocation that you have that’s in alphabetical order. So instead of A1, if I wanna receive it for example in M1, I can just basically double-click and overwrite that.

Lastly, if I want to, I can save it and now last, we gotta just hit receive the shipment. When I receive it…now if I go back home to “view stock”, now you see the quantity on hand is the same as available because we received it into the facility.

So that concludes this video. If you have any outstanding questions on how to receive shipments, please reach out to us at [email protected] Thank you very much.