Receiving goods against your Purchase Orders
Goods Received Notices (GRN)
Once you've sent your Purchase Order, the next step is to receive the goods! This can easily be done in Lightyear which allows for 2 way or 3 way matching.
- Simply head over to the Ordered tab and select your Purchase Order.
- Check the products/services have been provided and click "Received" when ready to confirm.
Once you click on "Received", a pop up window will appear to show you your line items.
Enter the GRN number and you can "Complete" single lines or "Complete All" lines on an order. You may of course receive multiple deliveries for a single Purchase Order, therefore you can add notes and also edit quantities for a single line to reflect your actual delivery of partial goods received. This also means you can Create additional GRNs by clicking on "
+ New GRN" accordingly. You will notice the delivery truck icon indicates that the line amounts have been received.
Green for complete match,
Yellow for partial match and
Red for quantities over received.
Once you're happy that everything is matched correctly, you can then click "
" to complete this order and move the PO to the final stage:
If you want to create GRNs in bulk, you can do so via a CSV import. More information about this can be found
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Create PO and GRN via CSV
If you create Purchase Orders and Good Received Notes outside of Lightyear via a CSV, you can import these directly to Lightyear in bulk action. If you use any of our other CSV import routines e.g. Bulk Supplier Upload, Product Lists, etc., this will ...
Introducing Lightyear Purchase Orders
Welcome to Purchase Orders With Lightyears Purchase Orders Feature, you can create, send, receive and complete POs in a few quick and easy clicks. The following tutorial will take you through the different main sections of the PO feature with links ...
Purchase Order Reports
Within the Archive, users can export their Purchase Order data to a CSV report in a number of different ways. To access these reports, first head over to Archive & Reporting. Within the Doc Type field, click the dropdown and select Purchase Orders. ...
Set permissions for Purchase Order users
Now that you've activated and set your Purchase Orders workflow, it's time to set up your team's permissions. You can set user roles to start creating/approving/ordering products/services right away. You have control over what functions a user should ...
Creating Purchase Orders
So you're ready to create your first Purchase Order. Check out this video on Creating POs or read on below to guide you through the process. To Create a PO, click the " Create PO" button to the top right of your PO screen. You will then see the ...