Reconciling Non-Inventory Partial Received

This article will guide you through the process of reconciling and paying for non-inventory products when not all products have been received.

Step 1:

Start by clicking on the shopping cart icon.

Step 2:

Next, you'll need to change the status of any products not received to new.

Step 3:

After changing the status, proceed to remove these items.

Step 4:

Now, it's time to reconcile. Add the freight and any taxes to the purchase order.

Step 5:

Make sure to copy your order number for future use. Confirm that the costing and the freight are accurate, then hit reconciled and safe.

Step 6:

You're now ready to mark and pay that purchase order.

Step 7:

Next, add a new purchase order for any products that remain from that vendor and hit save.

Step 8:

Finally, you're able to add a manufacturer payment for any items that have been received and reconciled.

And that's it! You've successfully reconciled and paid for non-inventory products when not all products have been received.