Intacct Purchase Order Receiving with QStock Inventory

QStock Inventory is a Warehouse Management System, or WMS, and has a deep real time integration with Intacct through a web services connection. Today we’ll be showing you how we create a PO in Intacct, receive that PO physically in the warehouse with barcode scanning and automatically create a PO Receiver document in Intacct.

One of the things that QStock does is streamline the receiving process in your physical warehouse.

Here is a new purchase order in Intacct with a few line items. When we save the Purchase Order in Inacct to the custom status of “Send to Warehouse”, QStock copies the purchase order and updates the status to “Confirmed”, so in the warehouse we now see the same purchase order to work against and the people working in Intacct can see what is pending receipt.

To receive the items into QStock, we are going to use a Wi-Fi enabled windows device with a barcode scanner like this one running QStock Mobile. As you can see, I have visibility to all of the open PO’s in Intacct, QStock Desktop, and QStock Mobile. This allows me to see from the perspective of finance, warehouse management and the people working on the warehouse floor in ways that make most sense to each role.

The progress of the order can be seen from a managerial view in a web browser as you see in the video. You can see PO id, status and item information along with history information who interacts with the document and items and when.

After releasing the Purchase Order in QStock, we can see the Intacct Purchase Order go from Pending to Converted as the PO Receiver is created. We can also see the individual Item Activity show the increase in stock for the items that we scanned in through QStock. An important thing to note is that PO’s and their associated receivers are linked in Intacct, just like Intacct would do in its natural workflow.

If you would like to schedule a free consultation to see if QStock is right for you, Contact Us Today by filling in the form below. We would love to hear about your business and how QStock can help you achieve your business goals.

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