How do I post/receive a purchase order?

Once your order arrives, you’ll need to post it to update your inventory. This guide walks you through how to find, receive, and post a purchase order in XSiteIO and XSite Classic. Make sure you review and confirm all item details before posting.

Posting and Receiving a Purchase Order in XSiteIO

1. Go to Price Book > Inventory > Purchase Orders.
2. Using the Status dropdown select Open and find your purchase order from the list.
3. Click the Receive button on the right-hand side of the correct order.
4. Review the order details carefully.
5. If any items were not received, update the Received field for those items.
6. At the top, click the Post button.
7. Add any delivery notes and confirm the date/time received.
8. Check the box for “Posting will irrevocably change the inventory levels”.
9. Click Post to complete the process.

Posting and Receiving a Purchase Order in XSite Classic

1. Go to Inventory > Purchase Orders in the side menu.
2. Using the dropdown select Open and find your purchase order from the list.
3. Click the Receive button next to the order.
4. Review the order carefully and update any Received quantities if needed.
5. Click the Post button at the top.
6. Add any notes and confirm the date/time of receipt.
7. Check the box to confirm inventory changes.
8. Click Post to finish.