Process a Purchase Order (Inbound) from the browser

In this article, you will learn how to process a purchase order from the SwiftCount browser.

Why you will need this:

Process a purchase order to adjust your on-hand quantities.

What you will need:

Receive a Purchase Order.
Click here to learn how to receive products from a PO with barcodes
Click here to learn how to receive products from a PO without barcodes

Step 1: Select the purchase order

Go to the “Inbound” module on the left banner
Select the purchase order you want to process
Click “View”

Step 2: Process the purchase order

Click “Process order”

Check “Update Accounting Package” if you want to update your 3rd party platform (POS, Accounting…)
Click “Process”

The order you have received is not complete? Follow these next instructions.
Click “Process order”

Click one more time “Process order”

Check “Close Order” if you know that you will not receive the remaining products. If you will receive the products to complete this order, leave this order opened so that you can add the products when you receive them.
Check “Update Accounting Package” if you want to update your 3rd party platform (POS, Accounting…)
Click “Process”

Step 3: (Optional) Export the purchase order

Click “Export to excel” or “Export to PDF”