Receiving Partial Quantity of a Purchase Order

Receiving a partial quantity of a purchase order (PO) is common in many businesses, and recording it accurately is important to keep your inventory and financial records up-to-date. CustomBooks™ offers a straightforward way to handle partial item receipts, allowing you to track what has been received and what remains outstanding.

Here's how to record a partial item receipt for a PO in CustomBooks™:

1.) Open the PO → generate an Item Receipt.

2.) In the "Item Receipt" window, enter the quantity of each item that you’ve actually received. Make sure to only enter the partial quantity delivered. For example: If the ordered items was for 50 units but only 25 units were delivered, enter "25" in the quantity received field.

When receiving a partial PO with line items that you have not received anything yet, you have to delete the line item/s and not include it in the item receipt.

To delete a line item, right-click on the item row → Delete. Then save the Item Receipt.

Once the Item Receipt is saved, the undelivered/remaining quantity of the items will show as backordered items on the Purchase Order Line Details. It will also show the quantity of the items that have been received and the Purchase Order status should say Partially Received.

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