This is the third in the series of seven blogs about the April release. This release is being rolled out throughout this week; expect to see it on your account soon! Today, let’s have a quick look at the new process for handling purchase order corrections.
So you place a purchase order with a supplier, send it off and a few days later a few boxes arrive. Normally the supplier is accurate and they send what you ask for, but today you’re in a rush and don’t have time to open each carton to check against the delivery note. You head along to the goods-in screen in Brightpearl to receive the goods and then get on with the day. However, later on you realise that you were only sent 9 of the 10 you ordered. You’ve been scammed! Or maybe the supplier just made a mistake - but either way you need to update Brightpearl.
We’ve made it easier to work with corrections - just go to the purchase order screen and click the quantity received; this will take you to the goods-in report for that purchase order where you can amend the numbers. And of course since Brightpearl is also your accounting system, the bookkeeping is done automatically for you. Simple!
You can see in the screenshot above I’ve also highlighted a couple of other things relevant to purchase orders; the “stock status” icon - the one that looks like a Lego brick - tells you whether all inventory items on the purchase order have been received (green), some items have been received (blue) or none at all (white). Most usefully, you can filter the purchase order list by this; click Purchases::By stock status.
The other thing that's worth mentioning is the fact that the nominal code has been disabled; this is to ensure that your accounting transactions are correct. You can enable these rows if you want to however; we have full documentation on accounting for Purchase Orders or watch a short video.
That’s all for today - tomorrow we’re going to look at inventory locations and the different ways to manage them in Brightpearl.