How do I make a partial receipt of a purchase order?
In Metro, making a partial receipt of a Purchase Order (PO) is simple and commonly used when vendors deliver items in multiple shipments. Here’s a step-by-step guide:
1) Go to the Purchase app from the Metro ERP main menu.
Select the purchase module.
2) Go to Purchase >> Orders >> Purchase Orders
3) Click and View the Purchase Order.
4) Click and Confirm the Purchase Order.
5) Once the order is confirmed, you can proceed to generate a bill and a receipt.
Highlighted Buttons and Fields
- Receive Products (Top Center):
Clicking this button will create a Receipt document (Stock Picking) to record incoming stock for this PO. - Receipt (Top Right):
Indicates that one Receipt record has been generated for this Purchase Order.
6) Clicking it will open the Receipt details page.
List Icon (at end of product line): Opens the Detailed Operations pop-up where you can enter exact quantities being received.
7) Current Status.
This screen confirms that a partial receipt has been recorded. Out of 10 ordered units, only 5 units are marked as received.
This screenshot shows a partial receipt workflow in Metro:
PO P00195 ordered 10 units.
5 units are received now (Done = 5.00).
A backorder will track the remaining 5 units for future delivery.
8) Validate: Click to confirm and finalize the receipt transaction in inventory.
only 5 units are marked as received. It will automatically create a Backorder for the remaining 5 units.
This appears because the quantity received (Done) is less than the quantity ordered (Demand).
Metro is asking whether you want to create a Backorder for the remaining products.
Buttons:
- Create Backorder: Choose this if you expect the remaining products to be delivered later. It will create a new Receipt (backorder) for the pending quantity. Example: You ordered 10 units, received 5. A backorder will track the remaining 5.
- No Backorder: Select this if you do not expect to receive the remaining products. The remaining quantity will be cancelled in this PO, and no additional receipt will be created.
- Cancel: Click this if you want to go back to the receipt without making a decision yet.
This prompt helps you decide what to do with undelivered items:
Create Backorder → Keep tracking them for future delivery.
No Backorder → Stop tracking; consider them cancelled.
This step is easy in the partial receipt workflow to maintain accurate inventory and supplier tracking in Metro.
To get more details on do I make a partial receipt of a purchase order, please docontact us at support@metrogroup.solutions