Receive Vendor Purchases

After creating a TIPWeb-IT purchase order and adding the respective products to the purchase order, TIPWeb-IT allows you to document the receipt of those products when they arrive from the vendor.  Products must be received before they can be assigned/shipped to sites.

Receive a Product From a Vendor

This process requires district level administrator credentials.  A purchase order must have been created with products assigned to it which are being received.

Hint: A printed product catalog will allow you to utilize a scanner during this process in order to identify and quickly scan the product number.

1. Click on , on the top navigation bar.
2. Filter the Purchasing grid to locate the desired purchase order.
3. Click on the respective purchase order's row.
4. On the Products tab, locate the desired product to receive.
5. Click on Receive.  The Receive Quantity window opens.
6. Enter the quantity received in the Quantity field.
7. Click on Save.  The Receive Quantity window closes and the Received column for the respective product is updated.
   

NOTE:

A Purchase Order will close when the last item on the order is received.  The user will receive a message upon receiving the last item asking if the purchase order should be Closed.  Once closed, the user can select the Show Closed box on the purchase order page to view closed purchase orders.

Products can be added to an Open purchase order indefinitely.  A purchase order can be closed without processing all of the products within it.  This does not effect editing, receiving from a vendor, shipping, and/or receiving for a site for existing products in the closed purchase order.  It merely locks the purchase order, preventing the addition of additional products and removing the ability to edit the details of the purchase order.  

Once closed, a purchase order has to be reopened by the administrative level.