1. Help Docs
  2. Purchasing & Materials
  3. Material Management for the PM & Purchasing Team

PO: Receiving Material

Receive material against a Purchase Order to keep track of open items and recover any cost for missing or damaged items.

Table of Contents

 

The foreman can also receive material from the mobile app in the field

 

In the Receiving tab you will find a list of all issued purchase orders.  

  • To start receiving material, simply click on the Not Received or Partially Received status button:

receiving tab

 

For POs with several items, you can use the toggle to narrow the list to view open items, items received, or all items.

  • All views will display the quantity ordered and quantity received prior, if applicable 
  • Input and adjust the quantities or use the convenient Receive All button
  • Adjust the date of receipt if necessary
  • Add a note to each item if needed (for example if item is damaged) 


 

If needed you can attach supporting documentation such as a packing slip:
  • Choose File and upload image and Apply File to save

 

  • Use the mouse to sign the “Receiver” 
  • Click Submit Receiver to save your work 
  • Submitted Receivers will automatically appear with attachments (see photo above)

 

When submitting a receiver you'll be prompted to select who on your internal team should be notified.

  • Use the checkbox and green + to modify the distribution as needed
  • Customize the message if needed

 

There can only be one receiver open at a time per PO which prevents multiple people from receiving against the same order, creating inconsistencies in the count. 

 

If there are items remaining, the status in the Receiving tab will change to Partially Received:

partially received


If the order is received in full, it will drop off the Receiving dashboard and become accessible using filters.   

  • Filter by project (or as desired) and select purchase orders with a status of Received in Full

received in full

The ability to receive material from the field or desktop keeps the field and office in sync, and helps to track orders and account for missing items more efficiently!