10X ERP Knowledge Base
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Purchasing & Receiving

  • Receiving Parts on a Secondary Processing Purchase Order; Received Parts Placement back to linked Work Order Build
  • Deleting and Restoring Line Items on Quotes, Sales Orders, Work Orders, and Purchase Orders
  • Purchase Order Returns; Returning Purchased Inventory (from PO's Created in 10X)
  • Creating a Credit for a Purchase Order
  • Editing a Published PO Receipt; Correct a Receiving Error
  • Receiving a Credit Card Payment on an Open Customer Invoice
  • View Purchase & Receipt History from a Vendor
  • Adding Customer and Item Notes; Printing Customer and Item Notes on Quotes, Sales Orders, Work Orders, and Purchase Orders
  • Including Add Ons with a Quote, Sales Order, or Purchase Order
  • Backorders and Linking Backorder Lines to a Purchase Order in 10X ERP
  • Quick Entity Creation - Sales Orders, Purchase Orders, Quotes, Customers, Items, etc.
  • Use Up and Down Arrows in Tables
  • Adding Line and Header Notes to Sales Orders, Purchase Orders, Quotes, and Work Orders
  • Receiving Many PO's at One Time
  • Future Order Settings and Purchase Tool Calculations
  • Forcing Users to Confirm Duplicated Customer Purchase Order (PO) on Sales Orders
  • Using Item Lead Time to Manage Item Purchasing and Backorders
  • Include or Exclude Packing Slip for Drop Shipments/Vendor Direct Shipments
  • View Cost Rules of a Purchase Order Line Item
  • How to Reverse an Open PO Receiving in 10X ERP (Until Delete Functionality Is Available)
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Categories

  • Accounting & General Ledger
  • Accounting Training Track 1 — Beginner
  • Accounting Training Track 2 — Intermediate
  • Accounting Training Track 3 — Advanced
  • Accounts Payable & Vendor Payments
  • Accounts Receivable & Invoicing
  • CRM
  • Customers & Contacts
  • Data Management & Security
  • Getting Started & Navigation
  • Integrations
  • Inventory, Lots & Warehouses
  • Items, Pricing & Cost Rules
  • Manufacturing & Work Orders
  • Onboarding — All Roles
  • Purchasing & Receiving
  • Purchasing Training Track 1 — Beginner
  • Purchasing Training Track 2 — Intermediate
  • Purchasing Training Track 3 — Advanced
  • Quotes & Sales Orders
  • Release Notes (2024)
  • Release Notes (2025)
  • Release Notes (2026)
  • Reporting & Analytics
  • Sales Training Track 1 — Beginner
  • Sales Training Track 2 — Intermediate
  • Sales Training Track 3 — Advanced
  • Shipping & Fulfillment
  • System Administration
  • Troubleshooting
  • Warehouse Operations Training Track 1 — Beginner
  • Warehouse Operations Training Track 2 — Intermediate
  • Warehouse Operations Training Track 3 — Advanced
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