Receive a delivery from a supplier

Record what a supplier sent. The goods go straight onto your stock.

Steps

1. Click Deliveries under Purchases in the menu.
2. Click Receive a delivery.
3. Under Supplier, search by name or phone and pick them. Not on file? Type the name and click Add … as a new supplier.
4. Ordered on a purchase order? Select it under Against order, which shows when the supplier has an open order. Its lines are filled in.
5. Under Items, search the catalogue by name, SKU or barcode and click each product. Type the Qty and the Unit cost. Change the GST % if their bill says something else.
6. Under Details, type the Invoice number and Invoice date from their bill.
7. Under How it is paid, pick Cash, Bank transfer or Credit (pay later). For credit, pick when it is due: 7 days, 15 days, 30 days or 45 days.
8. Keep Put these on the shelf now switched on.
9. Check the total on the right, then click Receive delivery. The button shows the amount.

Good to know

• On credit, the bill appears under Payables until you pay it.
• The cost you type here updates the product's average cost and your profit figures.
• Not finished? Click Save as draft and come back later.
• A product not in your catalogue yet? Click New product in the form. For sizes and colours, click Add a grid.
• A supplier's bill with no goods, such as a service? Pick No products at the top of Items.