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 "Complete
" to complete this order and move the PO to the final stage: Completed tab
Check out release notes for 2020
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 ...
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 ...
Navigating Purchase Orders
Here, we will run down the layout of the purchase orders screen and in brief, what each section allows you to do. The PO Screen The screen will be split into 2 panels. The top panel will show the information relevant to the tab you are in. For ...
Creating Purchase Orders
To Create a PO, click the "Create PO" button to the top right of your PO screen. You will then see the window change so we can enter the relevant data. Let's split what we can see into 2 parts. On the PO creation screen we are focusing on 2 parts. ...
Purchase Order Workflow
You've filled out your purchase order details and now you need to choose your next action. See your options below to decide the best action for your workflow. We will run through the tabs individually to give you an idea of why they are there. ...