Receive a purchase order and update prices

Managing and receiving purchase orders helps maintain proper stock levels. After you send an order to a supplier, you must wait for the order to arrive. Upon receiving the order at your practice, complete the purchase order workflow by receiving the products in Neo.

Click a topic to jump to that section of this article

Neo purchase orders

Receive a Neo purchase order
Update prices 

Vetcove purchase orders

Receive a Vetcove purchase order
Update prices 

Receive a Neo purchase order

  1. Click your name in the menu bar. Then click Purchase Orders.
  2. Edit the date range, as needed. You can click one of the preset date ranges, choose a custom date range, or select a specific date.
    Note: The date range is based on the last update to the order status.  The default date range is the last 30 days, and the maximum date range that can be selected is 365 days.
    • To select a custom date range, click the start date first. Then click the end date.
    • To select a specific date, click the date twice.
  3. Select a Supplier from the dropdown and /or click the Filter button Filter_button.png to select one or more order statuses to quickly locate the purchase order to receive. For example, Ordered or Partially Received.
  4. Locate the order you want to receive on the Purchase Order List. Then click the menu button on the row of the order you want to receive and select Receive.
  5. Optional. Enter the receipt number from the invoice, receipt, or packing slip.
  6. Enter the quantity received in the Receiving box.
    Tip: If the full quantity was received, click the teal arrow Blue_arrow.pngon the product row to automatically add the ordered quantity to the Receiving box.
  7. Review or update the Pack Cost, excluding tax, of the buy pack from the supplier.
  8. Repeat steps 6 and 7 for each product received in the order.
  9. For users with System Admin or Product Admin permission. To enter a product's batch number(s) and expiration dates(s), click Batches on the product row and enter the batch information. Repeat for each product, as needed. For complete details see Enter product batch numbers and expiration dates.
    Note: The Batches button will only be visible when the logged in user has System Admin or Product Admin permission. 
  10. Enter any tax amount from the order invoice.
  11. Enter any shipping costs from the order invoice.
  12. Click Receive if you have received all products from the shipment.
    • Or click Save Draft if you are not done receiving products from the shipment and want to save your changes.
  13. On the Review O/H Quantity page, if a product does not have a unit type, you must save a unit type to the Product details to continue:
    • Click the product name to go to the Product details. The Product details will open in a new tab.
    • On the Product details page, select a unit type. Then click Save;
      Note:  The unit type will display the next time the product is ordered and received.
    • Return to the previous tab (Receive O/H Quantity page) and click Save Draft. Then click Receive.
      IMPORTANT: Clicking Save Draft in this step will prevent you from losing receipt details already recorded.
  14. If you have not received all the products or quantities on the original order, you will see a warning.
    receive_goods_warning.png
    • Select Partially receive purchase order if the remaining products are arriving in another shipment. The purchase order status will be updated to Partially Received.
      Note: To finish receiving the rest of the products on a partially received order, follow the steps above.
    • Select Close purchase order without receiving all products if the remaining products will not be shipped. The purchase order status will be updated to Received.
  15. Click Receive. The O/H quantity will be updated for each product that was received on the purchase order.

Update prices 

After receiving a purchase order, the Update prices page will display, so you can update product costs and selling prices by completing the Update prices steps below.

Updating prices after receiving a purchase order is optional.

  1. On the Update prices page, review the new unit cost and new unit price calculated for each product from the receipt.
    IMPORTANT: Yellow rows indicate the New Unit Price is lower than the Current Unit Price.
  2. The Product name comes from the product details.
  3. The Unit Type comes from the product details.
  4. The Current Unit Cost comes from the product details.
  5. The New Unit Cost comes from the received order. Review or update the New Unit Cost, as needed.
    Tip: Click the teal arrow Blue_arrow.png to automatically reset the New Unit Cost back to the Current Unit Cost.
  6. The Markup comes from the product details.
  7. The Current Unit Price comes from the product details.
  8. The New Unit Price comes from the New Unit Cost times the Markup. Review or update the New Unit Price, as needed.
    Tip: Click the teal arrow Blue_arrow.png to automatically reset the New Unit Cost back to the Current Unit Cost.
  9. Click Update to update product pricing. Or click Skip if you do not want to update any product prices based on the inventory receipt.
    IMPORTANT: If you click Skip, you will not be able to return to update prices for this receipt. You can update the cost and price for any products in the Products details, if needed.

------------------------- 

Receive a Vetcove purchase order

Prerequisites: Vetcove account, Vetcove integration with Neo

  1. Click your name in the menu bar. Then click Purchase Orders.
  2. Edit the date range, as needed. You can click one of the preset date ranges, choose a custom date range, or select a specific date.
    Note: The date range is based on the last update to the order status.  The default date range is the last 30 days, and the maximum date range that can be selected is 365 days.
    • To select a custom date range, click the start date first. Then click the end date.
    • To select a specific date, click the date twice.
  3. Select a Supplier from the dropdown and /or click the Filter button Filter_button.png to select one or more order statuses to quickly locate the purchase order to receive. For example, Ordered or Partially Received.
  4. Locate the order you want to receive on the Purchase Order List. Then click the menu button on the row of the order you want to receive and select Receive.
  5. If the Vetcove vendor is not matched to a Neo supplier:
    • Select the corresponding supplier from the Choose a Supplier dropdown.
    • Select Add this supplier if the order supplier does not exist.
      Note: This is a one-time setup
  6. You will see the Unmatched products on order page if any products on the order are not matched to products in Neo.
    A. To match to an existing product, search for and select the product in the Match to 
    drop-down.
    B. To match to a new product, click the create a new product link. A new tab will open for you to create the new product. Return to the first tab after saving the product.
    Note: Remember to set the Min amount for the product.
    C. To leave the product on order unmatched, click on the Ignore toggle.
    mceclip0.png
    Note: Products that remain unmatched will not have pricing or quantities updated.
  7. Optional. Enter the receipt number from the invoice, receipt, or packing slip.
  8. Enter the quantity received in the Receiving box.
    Tip: If the full quantity was received, click the teal arrow Blue arrow.pngon the product row to automatically add the ordered quantity to the Receiving box.
  9. Review or update the Pack Cost, excluding tax, of the buy pack from the supplier.
  10. Repeat steps 8 and 9 for each product received in the order.
  11. For users with System Admin or Product Admin permission. To enter a product's batch number(s) and expiration dates(s), click Batches on the product row and enter the batch information. Repeat for each product, as needed. For complete details see Enter product batch numbers and expiration dates.
    Note: The Batches button will only be visible when the logged in user has System Admin or Product Admin permission.
  12. Enter any tax amount from the order invoice.
  13. Enter any shipping costs from the order invoice.
  14. Click Receive if you have received all products from the shipment.
    • Or click Save Draft if you are not done receiving products from the shipment and want to save your changes.
  15. On the Review O/H Quantity page, if a product does not have a unit type, you must save a unit type to the Product details to continue:
    • Click the product name to go to the Product details. The Product details will open in a new tab.
    • On the Product details page, select a unit type. Then click Save.
      Note:  The unit type will display the next time the product is ordered and received.
    • Click Back to return to the previous tab (Receive O/H Quantity page) and click Save Draft. Then click Receive.
      IMPORTANT: These steps will prevent you from losing receipt details already recorded.
  16. If you have not received all the products or quantities on the original order, you will see a warning.
    receive_goods_warning.png
    • Select Partially receive purchase order if the remaining products are arriving in another shipment. The purchase order status will be updated to Partially Received.
      Note: To finish receiving the rest of the products on a partially received order, follow the steps above.
    • Select Close purchase order without receiving all products if the remaining products will not be shipped. The purchase order status will be updated to Received.
  17. Click Receive. The O/H quantity will be updated for each product that was received on the purchase order.

Update prices 

After receiving a purchase order, the Update prices page will display, so you can update product costs and selling prices by completing the Update prices steps below.

Updating prices after receiving a purchase order is optional.

  1. On the Update prices page, review the new unit cost and new unit price calculated for each product from the receipt.
    IMPORTANT: Yellow rows indicate the New Unit Price is lower than the Current Unit Price.
  2. The Product name comes from the product details.
  3. The Unit Type comes from the product details.
  4. The Current Unit Cost comes from the product details.
  5. The New Unit Cost comes from the received order. Review or update the New Unit Cost, as needed.
    Tip: Click the teal arrow Blue_arrow.png to automatically reset the New Unit Cost back to the Current Unit Cost.
  6. The Markup comes from the product details.
  7. The Current Unit Price comes from the product details.
  8. The New Unit Price comes from the New Unit Cost times the Markup. Review or update the New Unit Price, as needed.
    Tip: Click the teal arrow Blue_arrow.png to automatically reset the New Unit Cost back to the Current Unit Cost.
  9. Click Update to update product pricing. Or click Skip if you do not want to update any product prices based on the inventory receipt.
    IMPORTANT: If you click Skip, you will not be able to return to update prices for this receipt. You can update the cost and price for any products in the Products details, if needed.

If you need to unlink any mismatched Neo and Vetcove products, you must unlink them both in Vetcove and Neo. See Unlink Neo and Vetcove products to learn how to unlink mismatched products in Neo.




Was this article helpful?
0 out of 1 found this helpful