Glance Card
Getting Started with Rundoo · Purchase Orders
Check In the Truck
The truck's here. Open the order, log what arrived, and record the vendor's invoice, all from Orders → Ordered.
Pick your path when you commit
1
Full delivery
Everything on the PO showed up.
Receive and close
2
Partial delivery
Some came in, more is on the way.
Receive and backorder
3
Then the bill
Record the invoice on the received PO.
Voucher lights up
Check in an order in 4 steps
- Click Orders, then the Ordered tab, and open the PO that arrived.
- Set each line's QUANTITY to what actually came in.
- Click Receive and close (full) or Receive and backorder (partial).
- Open it from Received and fill the Invoice panel.
The four invoice fields
Date · Due · Number · Pay to
All four unlock the Voucher button. Pay to already shows your vendor.
Count before you click. Receiving updates on-hand the instant you commit, and the received quantity locks. Fix a miscount with a correcting receipt later, not by editing this one.
Stop at the lit-up Voucher. This card ends the moment the bill is ready. Actually vouchering it into your books is the next video, OK to Pay.
Stock on the shelf, bill on record. · rundocs.com