How to Receive a Purchase Order

This article covers the essential steps for receiving a purchase order effectively.

Step 1: Navigate to Stock 

Start by logging in to your Pabau account using your login credentials. Then, navigate to "Stock" in the left sidebar menu. Once you click on "Stock," the "Orders" tab will appear.

Step 2: Locate the Order 

After finding the order you received on the Orders page, click on it to view the details. You can also filter the orders by location using the filter at the top right corner of the page and by order status using the options in the left sidebar menu.

Step 3: Mark the Order as Received

When viewing a processing order, you will see all the order details, including the products ordered, quantities, prices, and the total amount due. To proceed, click "Receive Order."

You will be prompted to confirm if you want to mark this order as received. Click "Yes, mark as received" to proceed.

At this stage, you can specify the quantity received for each product. Click the plus sign to enter the received quantity. If all items are received, click the "Quick Receive" button to automatically add the amount. Once the items are marked as received, click the "Complete Order" button to confirm.

You'll be prompted to confirm whether you want to add the received products to stock. Click "Yes, I'm sure" to finalize.

After the items are added to stock, a window showing the Order details will appear where you can download the order as PDF or,, if you want to close this window, click the "Ok, got it" button.

The received order will now show as complete on the Orders page. Your stock will also be updated in the Products page. 

By following these steps, you can mark an order as received in Pabau.