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Frequent Explorer *

Receiving partial inventory in QB Desktop

Hi - I am received a partial inventory on an open purchase order. How can I receive it into QB so that only the inventory that came in is recorded, and leave the remaining items open to be recieved later?

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Best answer 05-23-2019

Accepted Solutions
QuickBooks Team

Re: Receiving partial inventory in QB Desktop

Hello there, adirato.

 

When you have received partial inventory, you'll have to record them in QuickBooks by creating an item receipt. The detailed steps are provided by my colleague @JonpriL above.

 

In connection with this, you'll have to leave the remaining item as it is. They shouldn't be deleted. This way, QuickBooks will still know that the Purchase Order is still open.

 

Once the remaining inventory arrived, you'll have to perform the same steps provided above in receiving them.

 

Always know that the Community team is always here to help you if you have more concerns.

3 Comments
QuickBooks Team

Re: Receiving partial inventory in QB Desktop

Hi there, @adirato!

 

You can create an item receipt so you can record the item you received for an open purchase order. I'm here to help you accomplish this.

 

To start with, you'll have to create your item receipt directly from your open purchase order. Here's how:

  1. Open your purchase order.
  2. Select Create Item Receipts.
  3. Click the Items tab.
  4. Choose Yes in the Open POs Exist window appear.
  5. Select your open purchase order.
  6. Hit OK.
  7. Enter the quantity of the items you received.
  8. Click Save & Close.

Once done, you can now successfully record the partial items you've received. You'll see the quantity of items you received in the RCVD column of your open purchase order.

 

For your visual reference, you check the screenshots I've attached below.

 

Capture45.PNG

 

Capture44.PNG

 

As always, you can visit our Help Articles page for QuickBooks Desktop if in case you need to learn some "How do I" steps.

 

It'll be always my pleasure to help if you have any other questions. I'll be keeping an eye for your response.

Frequent Explorer *

Re: Receiving partial inventory in QB Desktop

Thanks Jonpril_L - So by only keeping the items that came in on the Item Receipt and deleting the ones I'm waiting on, QB will still know that PO is still open and will allow me to receive the additional items in later against the same PO?

QuickBooks Team

Re: Receiving partial inventory in QB Desktop

Hello there, adirato.

 

When you have received partial inventory, you'll have to record them in QuickBooks by creating an item receipt. The detailed steps are provided by my colleague @JonpriL above.

 

In connection with this, you'll have to leave the remaining item as it is. They shouldn't be deleted. This way, QuickBooks will still know that the Purchase Order is still open.

 

Once the remaining inventory arrived, you'll have to perform the same steps provided above in receiving them.

 

Always know that the Community team is always here to help you if you have more concerns.

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