Overview
Receiving parts no longer means opening work orders one at a time. v0.66 introduces a new receiving experience with three big improvements: Bulk Receive from the Purchase Orders list, a single multi-vendor receiving page for a work order's purchase orders, and a Receive button on work-order purchase orders.
Bulk Receive from the Purchase Orders list
Go to Parts → Purchase Orders.
Use the new selector on the left to select any number of purchase orders — say, a week's stack of vendor receipts.
Click Receive Selected in the bar that appears at the top.
The Bulk Receive page groups your purchase orders by vendor. Expand a vendor to see all of its purchase orders together, fill out the details, and receive each purchase order — or fill out everything and receive all at once with one click.
Also on this page:
Partial receiving is supported.
If a purchase order is missing a vendor or a part number, you can fix it right on the page — no need to go back to the work order.
Receiving from a work order
All of a work order's purchase orders now come together on a single multi-vendor receiving page, each vendor with its own invoice number. When you're done, you land back on the exact line you started from.
A new Receive button on work-order purchase orders means you can receive them directly from the Purchase Orders page too — previously, purchase orders that originated from a work order could only be received inside that work order.
The Waiting on Parts column
Parts staff and managers can now see, at a glance, which work orders are still waiting on parts:
On the Work Orders list, open the column selector and turn on the optional Waiting on Parts column.
The column shows how many parts each work order is waiting on.
Click the count to jump straight into receiving for that work order.
Core charges: decide before the part arrives
You can now decide Core OK / Core Not OK before a part is received, so the customer's invoice is accurate right away. The decision is applied automatically when the part arrives.
What receiving still requires
Receiving still asks for the essentials: a vendor, a part number, and a vendor invoice number. (Parts added with just a description and price are flagged and held back from QuickBooks until vendor and part number are filled in.)
Permissions
Access follows your existing role permissions — vendor & order management plus See Financial Data.