Convert a purchase order to purchase receipt

To convert an order to a delivery receipt, users can access the purchase order and mark its status as "Approved" fulfillment and ready for delivery. Once confirmed, the order can be easily converted into a purchase receipt, capturing the transition from purchase order confirmation to product delivery to your warehouse or shipping address. This straightforward process ensures that all PO items are accurately recorded and tracked through to delivery, enhancing transparency and efficiency in your supply chain.

Procedure for Converting a Purchase Order to a Purchase Receipt

To convert a order to a delivery receipt, users can simply

1. open the purchase order and validate its status from "Draft" to "Approved".
2. Once Approved, the order can be for conversion into a purchase receipt just a few clicks.

It is imperative to validate the Purchase Order (PO) status as Approved. This indicates that the terms of the PO have been approved by both parties, including yourself and your supplier.

Status Activity

Scroll to Activities in the bottom of the PO page and make sure that the status is switched from "Draft" to "Approved".

Click on Convert and choose Purchase Receipt

This transition process ensures that the ordered items or services are prepared to be fulfilled and received at your warehouse or shipping address.

Purchase Order Life Cycle

Once a purchase order is created, it is initially in a draft status. After the team approves the items and terms with the supplier, the order can be approved and then accepted by the supplier. When the Purchase Order is ready for shipping and reception at your warehouse, it can be converted into a Purchase Receipt, and a new PR life cycle will be created.

Purchase Receipt Page

Once converted, the purchase order to the purchase receipt you'll be redirected to the PR page, the new document will be created with the same, parent (PO) informations, product items, and terms. Also, you can check the associated documents (PO).