At the bay
Confirm, and what happens next
What confirming does, what changes on the order, and who gets told.
Confirming turns a draft into a record. It is the moment the numbers stop being editable and start being what your business believes arrived.
What happens the moment you confirm
- Every line is fixed with its quantities and its flag.
- The purchase order is updated with what has now been received.
- The order closes if everything has arrived, or stays part-delivered if it has not.
- The delivery appears in the receiving log, searchable from then on.
- On the right plan, a summary is emailed to purchasing.
Put another way
Signing the driver’s sheet. Before you sign, you can argue about the count. After you sign, it is the record, and changing it is a conversation rather than a keystroke.
The order updates itself
You never have to close an order by hand. Receive everything and it closes. Receive part of it and it stays open with only the outstanding quantity left, ready for the rest.
Worth knowing
Confirm while the driver is still there. The record is far more use as an argument if it was made before the lorry left than half an hour afterwards.
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