Often suppliers fulfill your purchase orders across multiple shipments. When receiving partial against a Purchase order, you want a bill to be created for the received inventory and the PO to stay open until after it has been fully received. That way you can properly recognize inventory and understand what is still in transit from your supplier.
Here’s how you can receive partial (Progressive Receiving) in QuickBooks without having to manually expense portions of the PO.
Start by purchasing inventory from your vendor. Purchase Orders, Expenses, Bills, and Checks can be imported.
The PO/Expense/Bill is synced into the receiving page in DataNinja, so when any part of the order arrives you can receive against the order line items.
Purchase Orders created in QuickBooks Sync automatically about every 120 seconds. Or sync immediately on-demand
- Click Receive next for corresponding PO line item.
Tap Recieve to have DataNinja generate and print inventory barcodes.
Auto-increment inventory levels in QuickBooks
Receiving in DataNinja increments QOH in QuickBooks so the financial implications of inventory are appropriately recognized.
- Closing out the Receipt will generate automatically generate a Bill for the partial receipt in QuickBooks and provide a link to PO in the Bill memo.
- Once all the Partial shipments for the order have arrived, you can verify any supplier overage or shortage across all receipts for each line item from the original Purchase Order.
Closing out the purchase order will complete the PO in QuickBooks.