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JacksBuy allows users to receive items after they have arrived on campus or the service has been performed.
- Locate the purchase order using the search bar located at the top right corner of the screen.
- Enter the PO number in the search bar or use the drop-down menu from the All to select the Purchase Orders option, then enter the PO number and Select the magnifying glass to proceed with the search.
- Select the purchase order that you want to receive.
- Select Receipts from the menu at the top of the screen.
- Select the + to create a new receiving receipt.
- Ensure that a green check box is by all items that you want to receive. Select blue Create Quantity Receipt button.
- Another page will open with the Quantity Receipt number. NOTE: Insert the Receipt Date to the day the goods/services were received by the department or arrived on campus. You may also enter other information, such as the packing slip number or tracking number.
- Upload the packing slip to this receipt. Select the blue Add link by Attachments.
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- Drag and drop the scanned packing slip into the Add Attachments box and Select Save Changes to save the file to the receipt.
- Scroll to the Receipt Lines at the bottom of the page to verify line item details. The Quantity field may be adjusted to reflect the items received.
- Use the Line Status options to identify line items if were returned or cancelled if applicable.
- Line items not received can be deleted by Selecting the trashcan icon. (Removing lines does not cancel the items as they will appear when a new quantity receipt is created for the remaining items.)
- Select Complete at the top of the screen to create the Quantity Receipt.
- JacksBuy will confirm by providing a Receipt Number.
