RECEIVING ORDERS

Learn how to receive an order within Craftable's Unified Platform!

The process for receiving orders in Craftable's New Unified Platform remains the same! You can now view a comprehensive overview of all orders at the ALL level (if you have the correct permissions) while managing and receiving orders at the department level to improve your organization. 

Watch the brief video tutorial below to familiarize yourself with receiving orders within Craftable's Unified Platform. 

To receive orders: 

1. Navigate to the desired department. 
2. Click on Orders > Orders in the navigation bar. 
3. Ensure you are under the Placed tab on the order page.
4. Select the order you would like to mark as received. 
5. Scroll down to the bottom of the invoice. 
6. To manually receive the order, click Receive Order. 
   
   1. Remember that if you have an electronic invoicing package, you’ll see two buttons Mark Order Received and Receive Order. 
   2. If you want to process the invoice via electronic invoicing, click Mark Order Received to have the option to submit an invoice image directly from the pop-up. You can also upload the image via email or through the image vault.
7. Check the "I understand that the invoice will not be entered electronically". 
8. Confirm that the receive date and invoice dates are correct.
9. Enter the invoice number as well as the amount on the invoice.
   1. If you didn’t receive all items in your order, you can select "I’m partially receiving this order" and choose the items you have received. You can return later to process the remaining items once they arrive.
10. Once all the correct information has been entered. Click Receive Order to generate your invoice.