Receive Purchase Order Items

The approved purchase order is sent to the vendor to receive the ordered assets or consumables. The vendor can dispatch the items either completely or partially, providing a receipt in both cases.

ServiceDesk Plus Cloud has the ability to change the status of the purchase order accordingly. i.e. when the items are received partially, the status of the purchase order is automatically changed to Partially Received and on receiving all the items, the status changes to Items received.

You can mark the assets or consumables as received after the purchase order is approved. You can also choose to receive the assets or consumables with barcode/QR code.

Receive Items

Go to the Purchase tab.
From the purchase order list view page, select the corresponding filter option from the filter showing combo box. By default, a list of All Purchase Orders will be displayed.
Click on the PO# or the Name of the purchase order. This opens the purchase order details page.
Go to Actions > Receive items. The Receive Items dialog pops up.
To receive assets, enable the checkbox beside each received asset.
- If the purchase order is associated with one site, then select the checkbox of the items received and specify the number of assets received in the Receive Items field.
- You can receive different types of assets at different sites at once. If the purchase order is associated with multiple sites, select each site and provide the number of items received at the site.
- By specifying the number of items received in single or multiple sites, you can track the partial delivery of purchase order items.
To receive consumables, enable the checkbox beside each received consumable in the Receive Consumable(s) section.
- Choose the consumable batch tracking method - with batch/lot details or without batch/lot details.
- If you have selected to track the consumable batch using batch/lot details, the reference name to track the batch easily.
- Use the icon to configure the quantity details. If you have enabled tracking using batch/lot number, you can also add the batch/lot details here.
- Enter the number of consumables received in the Receive Quantity field.
Click Receive Items.

You can receive only 1000 items in one batch for a purchase order.

Receive Items with Barcode/QR Code

Go to the Purchase tab.
From the purchase order list view page, select the corresponding filter option from the filter showing combo box. By default, a list of All Purchase Orders will be displayed.
Click on the PO# or the Name of the purchase order. This opens the purchase order details page.
Go to Actions > Receive with Barcode/QR code. The Receive Assets dialog pops up.
Select the asset or consumable received from the Product Name drop-down. The Receive Asset(s) is rendered depending on the product selected.

Assets/Components

Consumables

Enter the number of assets/components received in the Count field.

Choose how to generate code for the asset or components.

You can scan the items for instant code generation. Click here to learn how.
You can generate unique codes for the items sequentially or manually. Click here to learn more.

Click Receive with barcode/QR code.

Choose how you want to track the consumables - With Batch/Lot Details or Without Batch/Lot Details.

Specify the quantity of consumables added.

Choose how to generate code for the consumable.

You can scan the items for instant code generation. Click here to learn how.
You can generate unique codes for the items manually. Click here to learn how.

Click Receive with barcode/QR code.

If you have received only partial items, you can follow the above processes to update the number of items that have been delivered when a future shipment arrives. After all the items have been received, the purchase order moves to the closed status.

All the products received from the purchase order will be automatically added as an asset or consumable respectively. The assets/consumables that are created from a particular purchase order will be associated with that purchase order. You can track services and other items received right within the purchase order.

Associated Assets

The purchased items received can be viewed and associated with groups.

Click Actions > Associated Assets. This will display all the assets that were created from the purchase order.

If the product type is purchase order consumable, then assets will not be created.

Associated Software

Click Actions > Associated Software. This will display all the software licenses that were created from the purchase order.