Overview
Receiving parts no longer means opening work orders one at a time. Introducing 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, with anything missing a vendor sorted to the top and every group collapsed by default. Each row shows its PO number, work order and part count. 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
Receiving no longer sends you to another page. From the work order, receiving opens in place, with parts grouped one card per vendor and anything missing a vendor sorted to the top. Each vendor has its own invoice number
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.
How to get to the multi-vendor receiving page
You can receive without leaving the work order: receiving opens in place, grouped one card per vendor with anything missing a vendor sorted to the top. To receive purchase orders across many work orders at once, use the Purchase Orders list instead.
Go to Parts → Purchase Orders, find that work order's purchase orders, and click Receive.
The Receive action next to an individual part on the Parts tab covers that part only. If the receiving screen is showing a single part instead of the whole work order, that is why — open the purchase order instead.
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 asks for the essentials: the vendor, the vendor invoice number and the invoice date are all required to receive. Cost and tax are required too, but can be zero and arrive prefilled. (Parts added with just a description and price are flagged and held back from QuickBooks until vendor and part number are filled in).
Received later
when the parts beat the paperwork. If the stock has arrived but the vendor's bill has not, you can record Received later per part, so missing paperwork does not hold up the whole job. Fill in the vendor invoice details when the bill arrives. Received later sits behind a new permission of the same name and is off by default for everyone until an admin grants it. A deferred part keeps counting in the Waiting on Parts column, because a bill is still owed
Permissions
Access follows your existing role permissions — vendor & order management plus See Financial Data.