Follow this step-by-step
From the main menu, navigate to Purchase Orders.
Open the PO you want to receive.
Change the status of the PO to Received or Partially Received to start reconciling it fully or partially
You can also drag & drop the PO card to the Received or Partially Received statuses.
4. After changing the status, the Reconcile option will be enabled. Click on "Reconcile."
This is the view within the PO:
This is the view from the board:
5. Once inside, you’ll need to specify whether you want to reconcile those materials into a Location or into a Job. (Reconcile means you confirm them as received, and they will start reflecting in the stock)
📦 Location | 🔧 Job | ⚙️ Custom Per Item |
⭐ Most common | Direct to site | Split shipments |
Materials go to a warehouse or truck in your stock system. Select the specific location from the dropdown. | Materials go directly to a job — useful when delivery goes straight to a job site without touching your warehouse. | Different items go to different locations. Each line item gets its own destination selection. |
e.g. Warehouse A, Truck #7 | e.g. Job #4821 — Morrison HVAC install | e.g. Filters → Warehouse A, Capacitors → Truck #7 |
Once you select Job or Location, in the dropdown menu you’ll need to choose which job or which location
You don’t need to reconcile everything into the same location or the same job. If you created a PO with multiple materials that need to be reconciled into multiple locations, you can select the option “Custom Locations for materials”.
6. After confirming the location, you need to mark how much of the material you received. For example, if you ordered 2 units but only received 1 this time, you can mark 1 now and then receive the other one later.
To do that, hit on "Edit Qty" in the material line.
And enter the received quantity like this:
7. Save the changes.
At that point we will have received some units, so we’ll have done a partial reconciliation and the PO will show under the status Partially Received.
As you can see, the Reconcile button is still available for you to use when you receive the rest of the materials
How to Reconcile the Remaining Items
Go to Purchase Orders
Find the PO
Open the PO and select Reconcile from the three-dot menu, or click the Reconcile button directly from the board.
Then click on Add Stock - this button is enabled when there are still materials left to reconcile.
Once there, click on Add Location and reconcile the rest
And that’s it! That’s how you can partially reconcile materials
Can I Unreconcile a PO?
Yes, you can unreconcile POs by clicking on the three dots in case you would like to correct that status:
Still need help? Contact Support!
Questions about partially received POs or reconciling across multiple locations? We're happy to help.