Purchase to stock

Step by step

1. Approve purchase order Purchasing Manager

   Purchasing Manager reviews supplier, entity, ordered lines and promised date before committing the purchase. Approval is a purchasing decision, not evidence of stock on hand.

   • Supplier commitment reviewed
   • Updates Purchase orders, Purchase order lines
   ApprovalA person approves before the work moves on.

2. Record arrival Warehouse Manager

   Warehouse Manager records the actual receipt at its warehouse, with the packing slip and received quantity on each line. A partial arrival leaves the remaining order quantity open.

   • Received quantity recorded
   • Updates Goods receipts, Goods receipt lines

3. Accept receipt Purchasing Manager

   Purchasing Manager reviews accepted and rejected quantities on the receipt lines. Rejected goods remain separate from usable stock.

   • Accepted and rejected quantities separated
   • Updates Goods receipts, Goods receipt lines
   ApprovalA person approves before the work moves on.

4. Post stock receipt Warehouse Manager

   Warehouse Manager records the accepted quantity as a stock receipt movement for the product, entity and warehouse, then checks the stock position.

   • Accepted stock appears at the right warehouse
   • Updates Stock movements, Inventory positions

Purchasing Manager

, Warehouse Manager.

Each actor reviews their own stage and passes the linked record to the next owner.