Receive / Check In a split or partial shipment

dangardner4

Is there a good way to receive (check in) a partial shipment? My understanding is that a PO can only be "Finished" once. We very rarely receive a complete order from vendors in one shipment. The issue is our accounts payable will receive an invoice (data needs to be sent to Quickbooks) for each shipment.

roberto_pansera

Hi,

To ensure the proper synchronization of the purchase order with QB using Lightspeed Accounting as an integrator, you can "finished" the PO just once. If you have a partial received PO that you need the bill and is waiting to receive more items, you can finish it and duplicate it. 

On the duplicated one, you will be able to receive the remaining items and finish again to generate the bill on QB.

Regards,

Roberto

wkdearborn

After years of using Lightspeed, I have become a staunch advocate for a "one PO, one invoice" approach to orders that have multiple fulfillments. I've come up with standard formatting for PO notes, that allow me to see the life cycle of an order's fulfillment and track its associated breadcrumbs. The process essentially involves duplicating the PO immediately upon receipt of first fulfillment (if not completely shipped), removing backordered items from the duplicate and then using that list to remove fulfilled items from the original PO. I cross-reference the PO numbers, so I can always easily find my way back to the lineage. Happy to give you more detailed info on my process, if you're interested.

EDIT: It's helpful to think of Lightspeed's purchase orders as the accounting balance of a vendor's sales order, rather than as a kind of "master reference" that must always match what the buyer has submitted to the vendor.