Issuing Purchase Receipt in ERPNext

IMPORTANT: A PO is required in order to issue a Purchase Receipt.

From Single Purchase Order

1. Log into your ERPNext account

2. Click on Buying > Purchase Order

3. Search for the particular PO you want to create a Purchase Receipt (PR) for. Open the completed PO form by clicking on it

4. On the upper right hand corner of the screen, click on ‘Create’ and select Receipt. This will create a new, unsaved Purchase Receipt that imports the information found in the Purchase Order

5. Enter the Supplier DR under Supplier Delivery Receipt

6. Under the item table, modify the unit quantity for each item received as needed. Note that you cannot receive more than the quantity originally entered in the PO

7. By default, the cost center is carried over from the PO. To view the cost center, click on the dropdown arrow in the item row . In the Editing Row window, scroll down to cost center

8. Modify the remarks if needed; remarks are initially carried over from the PO

9. Click ‘Save’ or press CTRL+S to save the document. Note that this does not finalize the document yet. Instead, the purchase receipt is still in draft status

10. Review the draft. If everything is final, click on ‘Submit’ or press CTRL+S to submit and finalize the Purchase Receipt

11. You can print the Purchase Receipt by clicking on the ‘Printer’ icon found in the top right hand of the screen

12. Save to print (or print directly from Chrome) the PDF for printing or emailing

From Multiple Purchase Orders

1. Log into your ERPNext account

2. Click on Stock > Purchase Receipt.

3. Click on ‘New’ found on the upper right hand area of the screen

4. Search for or enter the Supplier name under the Supplier field

5. Click on ‘Get items from’ button

6. Select Purchase Order; you will be presented with a list of open POs for that supplier

7. Select the submitted PO forms you want to consolidate into one Purchase Receipt

8. Click on ‘Get Items’ to transfer the details encoded in the selected POs

9. Enter the Supplier DR under Supplier Delivery Receipt

10. Under the item table, modify the unit quantity for each item received as needed. Note that you cannot receive more than the quantity originally entered in the PO

11. By default, the cost center is carried over from the PO. To view the cost center, click on the dropdown arrow in the item row . In the Editing Row window, scroll down to cost center

12. Modify the remarks if needed; remarks are initially carried over from the PO

13. Click ‘Save’ or press CTRL+S to save the document. Note that this does not finalize the document yet. Instead, the purchase receipt is still in draft status

14. Review the draft. If everything is final, click on ‘Submit’ or press CTRL+S to submit and finalize the Purchase Receipt

15. You can print the Purchase Receipt by clicking on the ‘Printer’ icon found in the top right hand of the screen

16. Save to print (or print directly from Chrome) the PDF for printing or emailing