Goods in document pools

goods in document pools are the grouping of related purchase orders, inventory receipts, and supplier invoices they give you a single, simple view of what was ordered, what was received, and what was invoiced, regardless of how many partial deliveries or split invoices a supplier used to fulfil the order how to create a document pool breww automatically creates a new document pool when you create a purchase order or when you create an inventory receipt that you don't associate with an existing purchase order how to add new documents to an existing pool inventory receipts to add a new inventory receipt to an existing document pool, you simply need to associate it with a purchase order you can do this by either selecting generate inventory receipt from an existing finalised purchase order or by selecting the related purchase order when creating an inventory receipt from stock items > goods in > inventory receipt > new inventory receipt , and selecting the purchase order in the related purchase order option supplier invoices supplier invoices are created by selecting create supplier invoice on an inventory receipt and are automatically added to the same document pool how to see what is outstanding document pools give you a single overview of everything outstanding, and are automatically closed once everything that has been ordered has been received, and everything received has been invoiced to view all your open document pools, go to stock items > goods in > document pools , which by default will show you a list of all currently open document pools, along with their current receipt status and invoiced status once on a specific document pool, you'll see all related documents, along with a summary of the total ordered, received and invoiced for each item across all those documents in the example below, we can see that we've ordered 250 kg of amarillo, all of which we've been invoiced for, but we've only received 125 kg this document pool will display as open and under receipted, making it easy to see at a glance that your supplier hasn't sent you enough once your supplier fulfils the outstanding quantity, the document pool will automatically close, and the summary will update to show that all stock item quantities have been reconciled the document pool here has made it easy to track the quantities across multiple documents, with our single purchase order fulfilled by two inventory receipts but invoiced by a single supplier invoice closing a document pool manually sometimes, you may need to close a document pool manually for example, if your supplier agrees not to invoice you for something they've sent you if that's the case, you can close the document pool by going to the pool and selecting close (no further deliveries expected) this tells breww that you are not expecting any more invoices or deliveries within this pool, and will close all currently open documents if you have under invoiced inventory receipts, the pricing for any under invoiced items will be updated to match the average price actually paid for that stock item on the related supplier invoices reopening a document pool if you have closed a document pool manually, you can reopen it at any time by selecting reopen document pool on the closed pool close just a single purchase order or inventory receipt to close just an individual document, rather than the whole pool, go to that individual document and select actions > close