Setup
You will need the following permissions in your security group:
can view purchase orders
can create and update purchase orders and dockets
Click here to learn about permissions and security groups.
How to receive goods and add delivery dockets to a purchase order
1. Open a purchase order and click + Add docket.
1. Open a purchase order and click + Add docket.
2. Provide Date, and click Submit.
2. Provide Date, and click Submit.
Available fields on a purchase order docket
Required (Date)
Required (Date)
Optional (Reference Number, Notes, Qty to Docket)
Optional (Reference Number, Notes, Qty to Docket)
Reference Number: Add a reference number if applicable.
Notes: When the goods were received.
Qty to Docket: Adjust the quantity if partially receiving goods.
