Editing or Adding Items to a Receiving Entry

When you have already submitted an order and need to add an item, follow the steps below.

1. Select View > Receiving.

2. Select a Location if assigned to more than one.

   

3. Click on the Include Reconciled Orders toggle and search for any previously received purchase orders. click the PO Number hyperlink.

   

4. Click Add Item, located at the bottom of the line items list.

   

5. Search for the item using the Item Lookup drop down.

   

6. Click Save & New if you need to add multiple shipped items.

7. Click Save & Close when finished.

   

Note

A shipped item can only be added to the invoice when it is approved and available in the vendor’s catalog.