To access the suppliers order file to process, highlight the order you are going to receive in the Sent Purchase Orders list, located in the top window. Use your right mouse button to access a short lists of PO options. In this list, select the activity to Process PO Receive Invoice File.

This opens the file browser window - you will need to navigate to where the suppliers order file has been saved. Select the file and click the Open button. This will launch a window to choose the type of file, either Order Dog or Tree of Life. Select an option and click the OK button to open the file you are importing. All of the products in the file should be listed in this file, displaying the cost, quantity shipped, and suggested retail.

If these are not the products in your order, click the Cancel button. Otherwise, evaluate the update options at the bottom of the window prior to clicking the Update PO button. Remember, these updates can always be undone once you are back at the PO window by clicking the Undo icon in the toolbar.

Once the PO is updated, products that were not on the suppliers order file you processed will be zeroed out and those that were there but not on the original order will be added by bringing up an additional window for New PO Products. In this window, set the deparment and any other blank fields and check the Add checkbox. Now click the Add Items button and you will return to the order with the new products on and the ordered products updated with the correct receive quantity and updated cost. (Choose the Skip button if you do not want to bring them over to the order).

3. Process Handheld Scans - This method utilizes the portable Worth Data handheld to generate a file that will update the PO Receive Qty using the Check-In PO activity (see the Ordering & Receiving Remotely topic for information on using the handheld to perform the check-in).

To process the handheld file against the order, highlight the order you are going to receive in the Sent Purchase Orders list, located in the top window. Use your right mouse button to access a short lists of PO options. In this list, select the activity to Process Handheld Scans. This will bring up the Review Window displaying the scanned products in the handheld file. This is just a review window - click the Update PO button for the changes to take effect on the order.

Once the PO is updated, products that were not on the suppliers order file you processed will be zeroed out and those that were there but not on the original order will be added by bringing up an additional window for New PO Products. In this window, set the deparment and any other blank fields and check the Add checkbox. Now click the Add Items button and you will return to the order with the new products on and the ordered products updated with the correct receive quantity and updated cost. (Choose the Skip button if you do not want to bring them over to the order).

You can use both 2 and 3 in conjuction to first process what the supplier file indicates they shipped and the new costs, and then following up with processing the handheld file to set the final receive quantity, which may include damaged products that go back to the supplier and not into your inventory count.