SalonRunner

Receiving Orders

Check in…
 
1.     Manage> Inventory> Orders
2.     Click the order date for the correct distributor under Placed Orders.
3.     Go through the order product-by-product to make sure you received what you ordered.
4.                 If it all checks out, click the box marked “Check this box to UPDATE your inventory quantities and CLOSE this order.” Checking this box puts the newly received products into your inventory database. Do not skip this step.
5.     Save. Your inventory will be updated and the order will be placed in the Closed file.
 
If you received a quantity doesn’t match the ordered quantity…
 
Products are sometimes backordered or an incorrect quantity is shipped.
1.     In the Received column for that product, change the number to the actual quantity received.
2.     Check to make sure you were charged only for the quantity actually received.
6.     Click the “UPDATE your inventory quantities and CLOSE this order” box. Checking this box automatically updates your inventory. Do not skip it.
3.     Save. Your inventory will be updated and the order will be placed in the Closed file.
4.     Note: The system will continue to try to order backordered or short-shipped products each time you place a new purchase order until the target quantity is met. They will show up as negative numbers once your inventory of the item is depleted.
 
If you receive a product not ordered…
 
A distributor may include a promotional item in a shipment or just make a mistake and send the wrong product.
1.     If it’s a product you do not carry but would like to try, you must first add it into your system as a new product.
2.     Before you close out the order: Go to Manage> Management> Inventory> Products and click Add New Product. Fill in all fields including Target and Use-Up Time. Important: Leave the On-Hand quantity blank. It will be updated with the quantity received in this shipment when you close the order.
3.     After the new product is added to your product database, go back to the purchase order and click the “UPDATE your inventory quantities and CLOSE this order” box. Checking this box automatically updates your inventory. Do not skip it.
4.     Save. Your inventory will be updated and the order will be placed in the Closed file.
5.     If a product shipped to you by mistake and will be returned, change both the quantity received and the cost to zero and send the product back.
6.     You may print out a revised P.O. or PDF with this product marked “returned” to show the distributor that you did not accept the product or the charge. Use the Print or Export button.
7.     Click the “UPDATE your inventory quantities and CLOSE this order” box. Checking this box automatically updates the rest of your inventory on this order. Do not skip it.
8.     Save. Your inventory will be updated and the order will be placed in the Closed file.

 

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