After you have raised an order with the vendor, you can receive orders from vendors in multiple shipments. This can happen when the products are out of stock or the vendor use multiple shipping providers. 

Example: Let’s say that you have raised a purchase order for 50 bottles of Green Tea shampoo. However, your vendor delivers partial shipments as follows:

  • 30 bottles in the first shipment
  • 10 bottles in the second shipment
  • 10 bottles in the third shipment

For the first two shipments, you mark the purchase order as partial delivery and for the third shipment, you mark the purchase order as a full delivery.

Zenoti allows you to receive multiple shipments for a single purchase order. You can record the quantities received on each individual delivery along with a separate invoice number for each delivery. As you start receiving more and more partial shipments, you can view the shipment history for the purchase order. And at any point, if you want to mark the order as delivered, you can close the order.

When you raise a purchase order, you can view the following fields added on the Purchase Order page:

  • Retail Raised: Quantity raised for retail
    Note: This field will have a zero value either when it is just a consumable product or when no quantity is raised for it.
  • Consumable Raised: Quantity raised for consumption
    Note: This field will have a zero value either when it is just a retail product or when no quantity is raised for it.
  • Retail Received: Quantity received from the vendor for retail. This is auto-filled with the raised quantity. You can change it to capture the actual quantity that is received in the shipment. 
  • Consumable Received: Quantity received from the vendor for consumption. This is auto-filled with the raised quantity. You can change it to capture the actual quantity that is received in the shipment.
  • Invoice#: Receipt number of the payment made to the vendor.
    Note: The invoice number for each shipment must be different. 
  • Is Invoice Paid: Invoice amount is already paid
  • Address of Delivery: Address where the delivery is made. This can be the same center from where the order is raised, or it can be a different location.
  • Date of Shipment: Date when the order is received partially. It can be an earlier date or current date. It cannot be a future date.
  • Date of Delivery: Date when the order is received fully. It can be an earlier date or current date. It cannot be a future date.

To receive a partial shipment

  1. Navigate to Inventory > Procurement > Orders.
    The Manage Purchase Orders & Transfers page appears.
  2. Locate the order with status as Raised.
    A list of purchase orders is displayed.
  3. Click the desired Ref#.
    The purchase order is opened in a new tab.

4. Enter the partially received quantity in Retail Received or Consumable Received columns, along with any applicable OnDelivery price, Discounts, and Notes.

5. Complete the required fields such as Shipping and Handling charges, Invoice#, Address of Delivery, Date of Delivery, Date of Shipment, and Notes.
Notes: The Date of Shipment, Date of Delivery, and Address of Delivery fields can be mandatory if your Admin selects the following options:

6. (Optional) Click Save to save the delivery details.
The order status changes to Updated.
Note: The shipment is not marked Partially Delivered unless you click the Partial Delivery button.

7. Click Partial Delivery when you are ready to mark the order as partial delivery. The following takes place:

  • The order is marked as Partially Delivered. Click Delivery History to know all the partial deliveries for the order.
  • The product quantity is updated in your current stock. In case of product kits, if auto-bundling on delivery is enabled, the stock level of the individual products increases while that of the kit decreases.
  • The Retail Qty is changed to (Retail Raised - Retail Received) in the purchase order.
  • A GRR number is auto-generated for the order if your Admin has enabled the Admin > Organization > Centers > Settings > Inventory > Auto generate Goods Received Receipt number setting.

 Next Step

Complete the following steps:

See Also

Current Stock

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