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 Q3 2021
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. Check out this video on navigating Lightyear Purchasing or read on below to guide you through. The PO Screen The screen will be split ...
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 ...
Purchase Order Importing and Mapping
How Maps Are Created Maps for Purchase Orders are slightly different than maps for Invoices. For an Invoice, we create a map per supplier, extracting the relevant information you need based on the map type. For Purchase Orders, there will be one map ...