Receive Purchase Order

Receive Purchase Order allows you to convert a PO Purchase Order into an invoice and subsequently add the stock received to your existing inventory.

The Receive Purchase Order page may be reached through:

Inventory > Purchasing on the navigation bar The row of labels that are located at the top left corner of a page, below the Clearview logo.
Inventory > Receiving on the navigation bar The row of labels that are located at the top left corner of a page, below the Clearview logo.

You can also convert a PO Purchase Order into an invoice by:

Creating an invoice and selecting the PO Purchase Order in the process.
Editing the PO and clicking on the Turn PO into Invoice button. You can then follow the instructions below from Step 4 onwards.

TO RECEIVE A PO/CONVERT A PO TO AN INVOICE:

For integrated suppliers that send e-invoices through CLEARVIEW, you don't need to receive a PO Purchase Order as this process is automatically performed when CLEARVIEW receives the invoice.

Open the Receive Purchase Order page.
Type in the PO # and/or use the filters Drop-down boxes that let you select from the options available. to find the PO Purchase Order(s) you're looking for (none of the fields are compulsory).
Click on the Find button.
Click on the PO # that's been received.
Click on the Turn PO Into Invoice button in the Update Purchase Order window.
In the Create Invoice window:
1. Enter the Invoice Number.
2. Check the Invoice Date and change it if required.
3. Check the Date Received and change it if required.
4. Enter any notes for internal use in Internal Memo if required.
5. Click on the Create button.
6. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
7. Check the Tax^, Shipping and Rebate/Discount figures with the invoice received from the supplier, and update the values if required.
8. Click on the Update button if you made any changes to the figures.
- To make changes to the quantity or price of existing supplier products:
  1. Click on the View Invoice Details button.
  2. In the Invoice Details window:
    1. Make changes to the Qty Received and Unit Cost as required.
      
      Changing the Unit Cost will update the Current Price of the Supplier Product for the store once the invoice is closed.
    2. Click on the Submit button.
    3. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
1. If you don't need to make any more changes to the invoice, click on the Close Invoice button.
  - Closing the invoice will add the stock received to the inventory.
  - A closed invoice can be re-opened so that it can be edited.
2. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

Closing the invoice adds the stock received to inventory.

Associated Settings

Supplier Product controls each package size of inventory items as supplied by the vendor.
Supplier Product Bulk Update provides an easy method to quickly update the availability and pricing of multiple supplier products.
Suppliers controls vendor settings for all stores.

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.