Maintain inventory integrity and reduce duplicate data entry by receiving purchased parts directly into a new or existing Work Order.
NOTE: This feature is currently only available to Premium, Advanced, and Enterprise customers with Static Pricing Inventory Valuation Method enabled. Learn more in Parts & Inventory Settings.
- Click Parts & Inventory in the Sidebar Navigation and select Purchase Orders.
- Select a Purchase Order in the Purchased stage. Learn more about stages in Purchase Orders Overview.
- Click Receive in the upper right.
- Select the item, quantity, and where you would like to receive the part(s):
- Inventory. Parts will be allocated to the Purchase Order Part Location.
- Existing Work Order. Select a Work Order from the drop-down menu.
- New Work Order. Build a new Work Order from scratch for the selected part(s).
Parts are still recorded in inventory even if the new or existing Work Order isn’t saved or the connection is lost.
