- Go to Purchase Orders
- 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
- After changing the status, the Reconcile option will be enabled. Click on Reconcile
- 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)
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”.
- 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:
At that point we will have received one unit, 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
- Let’s reconcile the remaining items.
- Go in through the Reconcile button.
- 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