Using the Shipment History tab, you can track purchase orders that are being received via multiple shipments from your suppliers. This also allows you to add individual shipment fees to capture the full cost of the purchase order. For more information on using purchase orders in Lightspeed Retail, refer to our Creating purchase orders article.

Receiving partial shipments

When a purchase order partial shipment has arrived, you can receive the items using the normal purchase order receiving workflow.

1. From the main menu, navigate to Inventory > Purchase Orders.
2. Locate the purchase order in the list, filtering by vendor or shop if necessary, and click the purchase order to open it.
3. At the top of the order, click Check In, or select Check In from the Status drop-down menu.
   
4. Check in your items by using one of the methods below:
   

   Scanning	With the cursor in the Item Search field, scan the item's barcode. Before scanning, you can enter the total units you wish to check in using the Quantity field. The barcode must be stored in the item's details to use this method.
   Vendor ID	With the cursor in the Item Search field, enter the Vendor ID.
   Item description	Enter the item description in the Item Search field, enter the total units you wish to check in using the Quantity field, and then click Item Received.
   Manual check-in	In the item list, enter the quantity you have received in the # Received field for the item.

5. Once your items have been checked in, click Add Received Items to Inventory.
6. Click Save Changes.

If there are outstanding items or quantities remaining on the purchase order, repeat the receiving process when the additional shipments arrive.

Tracking partial shipments

Once a shipment(s) has been received on a purchase order, these can be tracked using the Shipment History tab.

1. From the main menu, navigate to Inventory > Purchase Orders.
2. Locate the purchase order in the list, filtering by vendor or shop if necessary, and click the purchase order to open it.
3. Click the Shipment History tab from the sub-menu.

The Shipment History tab contains the Order Information section, which includes the purchase order number, vendor, and purchase order reference number. The Order Overview section displays the quantity and subtotal for what has already been received and what was originally ordered.

The shipment list displays each individual shipment that has been received, the received date, the invoice due date, quantity in that shipment, and the total. This list can be filtered by date received or by invoice due date. Click on a shipment to open it for further details.

Editing shipment information

After receiving partial purchase orders, you can edit some information for your records. You can add invoice dates and reference numbers, in addition to editing the quantity of items to correct counting errors or typos. To edit shipment information:

1. From the main menu, navigate to Inventory > Purchase Orders.
2. Locate the purchase order in the list, filtering by vendor or shop if necessary, and click the purchase order to open it.
3. Click the Shipment History tab.
4. Click the partial shipment you wish to edit.
5. In the Shipment information section, edit information as required. 

In this section, you can edit the date received, add an invoice due date, and shipment reference number. The item quantity received will also be listed. 

To edit the quantity received, scroll to the bottom section and adjust the quantity beside the item.  

Adding shipping fees

You can capture fees specific to each shipment received by selecting a specific shipment on the Shipment History tab.

1. From the main menu, navigate to Inventory > Purchase Orders.
2. Locate the purchase order in the list, filtering by vendor or shop if necessary, and click the purchase order to open it.
3. Click the Shipment History tab.
4. Click the partial shipment you wish to record shipping costs for.
5. In the Total costs overview section, enter the cost for the shipment in the Shipping cost field.
   
   

   If a value for Total Shipment Cost has been entered on the purchase order, this field will be disabled. Remove the value enter for Total Shipment Cost to enable the shipment Shipping cost field.

Viewing shipment reports

In Retail POS, you can view a report of all your received shipments. You can use filters to refine your search and can print or export your report to a.csv, giving you greater visibility over all your purchase order shipments. To view this report:

1. From the main menu, navigate to Reports.
2. Under the Inventory Reports section, click Received shipments.
   
3. Beside the shipment search, click Advanced to show more filters.
4. Filter results by date range, vendor, and/or location. You can also choose to show purchase order and reference numbers.  
   
5. Click Search.
6. If required, click Export to export your results to a .csv file, or Print to print the results.