V9 - Partial receiving and overshipments
If you receive a partial shipment of an order—or your vendor ships more than you ordered—SOS Inventory has you covered.
Partial receiving
View the V9 video tutorial, Processing a partial receipt of inventory, to watch a demonstration of how partial receiving is handled in SOS Inventory.
Items on a purchase order do not have to be received at the same time. If you receive only some of the items on a PO, create an item receipt for those items only. SOS Inventory will automatically track the number of items received relative to the number ordered by updating the Received column on the purchase order.
When generating subsequent item receipts associated with the same purchase order, you will need to modify the reference number by adding a suffix. This indicates that it is a follow-on receipt. In the sample screenshot below, the items on PO-700 for vendor Anderson Supply Co were received in two partial deliveries. The first item receipt inherited the transaction reference number of its associated purchase order, PO-700. A second item receipt associated with that same purchase order used a modified reference number, PO-700-2. The -2 at the end of the second item receipt's reference number allows you to visually tie both item receipts to the same purchase order.
Once a purchase order is fully received, SOS automatically closes the transaction.
Overshipments
If you receive an item from a vendor that is not on a purchase order—or the quantity of a received item is greater than the quantity ordered—you can do either of the following:
- Increase the number on the item receipt to show the quantity actually received. The overshipment will reflect on the PO in the Received column for that item.
- Add a new line for the item, either overshipped or not included on the original PO. Then update the PO to add that line, or place a note in the Comment area about it.
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