Managing Purchase Orders with Stock Items.

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Understanding Purchase Orders with Stock Items

  • When a purchase order is raised in BigChange and the 'Add stock' is to add the line items.

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  • Stock will then be included a new tab titled "Stock" will appear on the document.

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  • Ensure that a supplier address and a delivery site are specified for the document to enable stock receipt from the supplier to the designated delivery site upon physical receipt of the items.

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Accessing and Confirming Stock Items

  • Once a purchase order is sent, either emailed to the supplier or manually marked as Sent to supplier.

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  • Access the stock tab and select the item to confirm items in the order.
  • You can choose to confirm full receipt or part receipt of items by either:
    • Entering the serial numbers of stock items received
    • Or your can 'Generate serial numbers'

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  • This action creates the items at the delivery site and records a movement as actual in the PO from the supplier contact to the delivery site.

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If you navigate to:

  1. Navigate to "Stock & Equipment" in the main menu.
  2. Utilise the filters to locate the contact associated with the stock received on your purchase order.
  3. The stock will be displayed under the corresponding contact.

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Updating Receipt Details

  • When receipting stock, you have the option to update the number of items received and the value paid, as these may differ from the original purchase order.
  • For serialised stock or equipment, enter each item's serial number with a line gap between them.
  • Alternatively, use the system's auto-generate serial numbers feature to simplify the process.

Conclusion

Managing purchase orders with stock items in BigChange is streamlined with the "Stock" tab feature. By specifying supplier and delivery site details, you can efficiently receipt stock and update receipt details as necessary. Utilise the auto-generate serial numbers feature for ease when dealing with serialised items. For further assistance, refer to the BigChange Help Centre.

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