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Prepare the purchase
Choose the supplier and list the stock items, quantities and purchase units. Confirm the conversion between a supplier pack and your stock unit. Check the currency and agreed prices so later receiving and cost records have usable context.
Review the order
Read every line before confirming the purchase record. Distinguish the date you need the goods from any promised delivery date. A saved purchase record is not proof that a supplier has received or accepted it; use your agreed communication process.
Track the arrival
When goods arrive, receive them against the intended order using the actual quantities. Keep the supplier delivery or invoice reference. Record shortages and rejected goods rather than marking the entire purchase received for convenience.
Handle corrections
If the agreed quantity or price changes, record the change through the supported purchasing process. Keep the original reference and explanation. Payment of a supplier invoice is separate from recording a purchase or stock receipt; do not infer a bank payment from a purchase status.
Need help with this task? Contact Chyve with the relevant business and record reference. Keep passwords and private access links out of your message.