Receiving Purchase Orders in Covetrus Pulse is a straightforward process that allows you to efficiently manage your inventory.
Here’s a 3-minute video overview of receiving purchase orders:
- Navigate to Menu > Inventory > Purchase Orders.
- Click the Edit pencil located next to the order you want to receive.
- Click the Receive Order button.
- Click Receive for the first item that was shipped.
- A new window will open where you can enter the quantity received, quantity back-ordered, expiration date, and lot number.
- You also have the option to update Cost/Price.
Entering Quantity: Enter the quantity received. If it’s less than what was ordered, the system will split this item into a second item with the remaining quantity yet to be received.
Managing Lots: If you enter an expiration date and lot number, the system will create a lot for this receipt of the item. If the item doesn’t have lots currently set up, the system will create a new lot with the current on-hand quantity, and then add another lot for the quantity received.-
Remember, the Use Lots? option cannot be unchecked if the item has active lots. Once the item has no active lots, the Use Lots? can be unchecked.
Updating Costs and Prices: If a service is linked to the inventory item, the service cost will be updated to match the receipt of the item. If the service has a markup specified, the price of the service will be adjusted as well.
Saving Changes: Once you’re done editing the item, you can save and return to the purchase order screen, save and go to the next, or save and close.
Closing Orders: Once the order has been completely received, the order status will be set to ‘Closed’.