SOP: Purchase Order Receiving Process
Objective
The objective of this SOP is to guide team members on how to effectively receive a purchase order, add serial numbers and run numbers, and print necessary documentation.
Key Steps
Access Purchase Order Report: Start by opening the Purchase Order Report to find the purchase order that needs to be received.
Verify Purchase Order: Ensure that the purchase order has been ordered by filtering for items in green.
Receive Purchase Order: Click on the "Receive" button either from the Purchase Order Report or within the Purchase Order itself.
Enter Item Details: Manually enter the manufacturer's serial number and run number, or use a scanner for efficiency.
Update Warehouse Location: Specify the warehouse location where the items will be stored.
Enter Quantity: Input the quantity being received for each item.
Assign Serial Numbers: Mandatory step to input accurate serial numbers for tracking purposes.
Optional Steps: Add run numbers and apply tags if necessary.
Finalize Purchase Order: Review all information, then hit the "Finalize" button to close the purchase order.
Print Documentation: Use the print icon to generate a copy of the received purchase order and serial number list.
Cautionary Notes
Ensure accurate input of serial numbers for tracking and cost purposes.
Close purchase orders once fully received to avoid discrepancies in reports.
Double-check all information before finalizing the purchase order.
Tips for Efficiency
Utilize scanners or inventory management apps for quicker data entry.
Filter items by brand, ETA, or location to streamline the receiving process.
Apply tags for easy tracking and identification of special items.
Regularly update warehouse locations for efficient inventory management.