Sometimes you buy from the supplier with a certain amount, and you use the shipping method from the supplier. but the supplier does not complete your shipment. For example, you buy Jeans with variant sizes 28 and 30 status amounts of 10 per item. But, in the implementation, the new supplier sends 5 of each product to you (Pending shipment status), then the supplier cannot send the rest of your items because the stock is empty. So that our order status is not pending, then we can complete the shipment so that the items we receive are only 5 of each product. You can do the following steps.
I. Purchase Order with Fulfillment Later
Step 1. Go to Buy, Make Purchase Transaction, then Select Fulfillment
Notes :
We try to purchase 100 Qty of Cardigan (L) and 200 Qty of Winter Coat.
Step 2. Choose Later Fulfillment
Step 3. Make Payment to Complete Transaction
Step 4. Purchase Transaction was Completed
II. Receive Partial Inventory
Step 1. Go to Orders (Supplier Bill), then Open Any Purchase Invoice
Choose any purchase invoice that you want to receive stock partially.
Step 2. Click Receive Button
Start to receive inventory from suppliers.
Step 3. Input Received Qty, then Click Add
Try to receive inventory partially. So, do not input full / all of the quantity there.
Step 4. Inbound Logistics was Completed
Inventory was received partially.
Step 5. Try to Receive Another Stock
Make another inventory receivement. Make sure that you didn't receive full / all of the quantity.
III. Adjust as fulfilled (Close Partial)
If you think the supplier will no longer send the remaining stock, then you can close the transaction (Close Partial). So, the current situation is that only some stocks have been received, and some others will not be delivered.
Step 1. Go to Orders (Supplier Bill), then Open Any Purchase Invoice
Choose any purchase invoice that you want to close partial.
Step 2. Click Adjust as Fulfilled
Step 3. Click Ok to Close Partial Order
Step 4. Partial Purchase Order was Closed
Step 5. Recheck the Payment Status
Payment status will be changed to Exceed, which means it indicates that the purchase order has been executed Adjust as Fulfilled.
Step 6. View Quantity Detail
The system will display Requested Qty and Received Qty here.
Step 7. View Delivery Summary by Clicking Summary Button
Step 8. Summary Delivery was Displayed
System will display Ordered/Requested Qty, Received Qty, and Remaining Qty that wasn't be sent.
You might also like to read this article:
To change the default payment to Later on the BUY menu, you can check this article for the setup : How to Select Default Payment in Buy
If you want to apply the purchase method with 2 steps of verification, you can do it at DealPOS by configuring the setup, you can check the detailed explanation in this article : How to Activate Approval when using Buy (2 steps)
For COGS calculation in DealPOS, we have several calculation methods, including Average, LastOrder, and Manual. To set up, the COGS Calculation, go check this article : Setting Up Product's COGS Calculation
