Incoming: Purchase Receipt without Purchase Order

A Purchase Receipt (PR) is used to add items received from a vendor to inventory.

Usually, a Purchase Receipt will be created automatically once a Purchase Order (PO) is finalized. In that case, the resulting PR is associated with that PO.

In POS Pro, however, it is possible to create and finalize a new PR without an existing PO.

To do so, in POS Pro:

  1. Tap Shipments in the app’s Home Screen navigation panel or in the fly-out More menu (the location of the button is defined by your custom settings).

  2. In Shipments, tap Incoming at the top of the screen.

  3. In Incoming, tap New Purchase Receipt. Tapping the button will open the Vendor dialog.

  1. In the Vendor dialog, find and then tap the required vendor. Once selected, you will be redirected to the Incoming – Purchase Receipt area.

  2. Under Incoming – Purchase Receipt, tap Items.

  3. Add the items to the Purchase Receipt by scanning their bar codes.

Alternatively, enter the item’s UPC, PLU, or CLU in the Item Search field.

Receiving the item via any of the above methods will increase that item’s Receive Qty by 1.

Also, you can change the item’s Receive Qty manually. To do so, swipe the item row left and tap Edit.

In the Edit dialog that opens, change the Receive Qty value. After that, tap Save in the top right corner of the dialog.

Additionally, you can transfer all the items right from the Purchase Receipt to another location.To do so, tap Transfer. Then, in the Transfer tab that opens, turn the Automatically Transfer Out switch ON and fill out the required fields (To, Ship Method, Tracking #).

The above allows for the automatic creation of a Transfer Out upon the Purchase Receipt’s finalization.

  1. Tap Finalize.