How to Take Delivery of an Order

If you've received delivery of an order that was recorded on Opsimize, follow the steps below to record the delivery.

Find the purchase order for which you'd like to record a delivery.

Open the purchase order, and click "Take Delivery".

This will generate an editable delivery note.  See the screenshot below for instructions on how to use this form.

If you have not received everything as ordered (i.e. there are some items missing), then the system will present you with three options for missing items - click on the number of the option you'd like to choose:

The three options are:

1. Partially received, create backorder - the system will generate a new order based on missing items, with a new purchase order reference.  You can then either email it to the supplier or mark it as sent.
2. Partially received, awaiting additional delivery for outstanding items - if your supplier promised to deliver the missing items at a later time, you can choose this option.  This will allow you to record another delivery against the same purchase order in the future.  The purchase order will stay open.
3. Partially received, undelivered items cancelled - if you choose this option, the system will close down this PO and you will not be able to take additional deliveries against. 

Once you've recorded the delivery, it will appear under Ordering > Delivery Notes.