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Jen_D
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Thanks for posting here again, @ascontenta,

 

Joining the thread to share some insights about the Warehouse Manager and Purchase Order Management. 

 

Warehouse management is part of the Advanced Inventory Management site operations. Its main use is to handle receipt management, purchase order receiving, pick or pack sales orders and mark shipments in QuickBooks seamlessly.

 

See this Purchase Order Receiving Workflow with Android App to learn more about the process:

 

  1. A QuickBooks user creates a Purchase Order in QB Desktop. Then this user goes to Purchase Order Management in QB Desktop and queues up the PO to either be a RECEIVED (they select which warehouse user is assigned to it or leave it unassigned).
  2. The Warehouse user opens the QB WM app on the Android phone, selects the PO to receive, and completes it by manually entering the amount and/or scan the barcodes of the product being received; also if serial numbers are enabled, they can scan the serial number or enter it by hand)
  3. A QuickBooks user sees the Purchase Orders as RECEIVED or PARTIALLY RECEIVED and created the item receipt or bill from within the Purchase Order Management Window

 

The Purchase Order (PO) Progress worksheet allows the warehouse manager to see what was received, as well as any notes related to a particular PO after the receiving agent has transmitted the information back to QuickBooks Enterprise. However, it can also be used manually without the WHM. See Use the Purchase Order Fulfillment worksheet.

 

You can also find recorded tutorials in YouTube on how Warehouse Manager works real time and how it relates to the Purchase Order Worksheet. Simply search for Complete Mobile Warehouse Workflow (QB Enterprise 2021) in the website.

 

Post here again if you need further information about this. I want to make sure you get the answers you need with the Warehouse Management before actually using it. I'll be right here if you need further help. Have a nice day!

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