Version: Current

FAQ: How do I record that goods have been received?

You record the receipt of goods or services against a Purchase Order (PO) in Zudello by creating a Goods Receipt (GR) document. This is usually done using the Create Goods Receipt action available on the PO.

Steps:

Find the Purchase Order: Navigate to Purchasing > Orders. Find the PO for which you have received goods/services. The PO should typically be in a Placed or Partially Received status.
Open the PO: Click on the PO to open the document viewer.
Select Create Goods Receipt Action: Click the More Actions (...) menu at the top right. Select Create Goods Receipt.
- Note: You need the PURCHASING:ORDER#RECEIVE permission to see and use this action.
Enter Received Quantities: A modal window ("Receive Items") will appear, listing the lines from the PO.
- For each line item, enter the Quantity you actually received in the Receiving column.
- You can receive partial quantities.
- You can use the Receive All button to quickly populate the Receiving column with the remaining quantities for all lines.
- (Example: Receive Items modal - image temporarily unavailable)
Confirm: Click Receive.
New Goods Receipt Created: Zudello automatically creates a new Goods Receipt document (Inventory > Receipts) containing lines for the items and quantities you just entered.
- The GR is automatically linked (allocated) back to the source PO.
- The GR typically starts in a DRAFT or READY status, potentially requiring submission or further processing depending on your workflow.
PO Status Update: The status of the source PO may automatically update (via Sentences) based on the receipt (e.g., to Partially Received or Received).

Key Points:

Creating a GR formally records the receipt of items in Zudello.
It's essential for Three-Way Matching, where invoices are matched against both the PO and the GR.
The process starts from the Purchase Order using the "Create Goods Receipt" action.
You need appropriate permissions for both POs (#RECEIVE) and GRs (#CREATE).