How do I manage Purchase Order Receive Batches?

Here is where you can learn to search for and close P/O Receive Batches in the Warehouse Management System Module.

Batching the P/O Receives is the final step in the process of receiving product in the warehouse. This action will cause the warehouse inventory to be updated and will send information back to ERP.

Once a P/O has been received in WMS, you will go to P/O > P/O Receive Batch in WMS. Set your parameters and click Search. Or simply click Search to see all unbatched P/O Receives.

The items in the P/O you just received will appear. 

You will still have an option to make some edits here by clicking the gear icon to the right of the row and selecting Edit. 

You can edit the date, quantity, and/or location. Click Save.

When you're done, click the box at the top to select all of the items that were received. Click Close Receive.

You will get a confirmation screen that displays a newly generated Batch Number. Click OK.

You'll get a pop-up warning that you cannot modify this batch number going forward. Click OK.

You will get a pop-up alerting you that your batch was successful.

The P/O Receive has now been batched and you can head to ERP to close it.

To delete an item from a P/O Receive entirely, click the gear icon to the right of the row and select Delete. 

Click Delete.