This article shows you how to receive and post a purchase order in XSiteIO or XSite Classic so you can ensure inventory levels are accurate after stock arrives.

Before you begin

• You must have an existing purchase order created in XSite.
• You must review the delivered items before posting.

Steps

Posting and receiving a purchase order in XSiteIO

1. Go to Price Book > Inventory > Purchase Orders.
2. Use the Status dropdown and select Open.
3. Find the correct purchase order in the list.
4. Click [Receive] on the right side of the purchase order.
5. Review all items listed on the order.
6. Update the Received field for any items not fully delivered.
7. Click [Post] at the top of the page.
8. Enter any delivery notes and confirm the date and time received.
9. Check the box for Posting will irrevocably change the inventory levels.
10. Click [Post] to complete the process.

Posting and receiving a purchase order in XSite Classic

1. Go to Inventory > Purchase Orders in the side menu.
2. Use the dropdown and select Open.
3. Find the correct purchase order in the list.
4. Click [Receive] next to the purchase order.
5. Review all items on the order.
6. Update the Received quantities if needed.
7. Click [Post] at the top of the page.
8. Enter any notes and confirm the date and time of receipt.
9. Check the box to confirm inventory changes.
10. Click [Post] to finish.

Tips & Warnings

• Posting a purchase order updates inventory immediately.
• Once posted, changes cannot be undone.
• Always confirm received quantities before clicking [Post].
• Missing or damaged items should be adjusted before posting.
• If you do not post the order, inventory will not update.