A receipt is a way to track that the suppliers delivered the items you requested in Purchase Order. Once you have received ordered items or services, you need to mark them as delivered in the system.

This process will benefit your company if you track the stock balance in your Warehouse.


How to Mark Items as Received

There are two possible ways how to do that:

1. Directly from a specific Purchase Order by clicking the Create Receipt button.

           How to mark your goods as received?

It is possible to revise or cancel your receipt, if it is not relevant or you made a mistake

How to track the delivery of the items

You can track receiving items by the following statuses:

  • "Not Received"

  • "Partly Received" — if you received only a part of the order.

Please note that if you didn't receive some items, you shouldn't add them to the Receipt. Just don't choose the appropriate line on the Receipt creation page.

How to mark the Receipt as Partly Received

  • "Received" — if you received a complete order

    How to mark the Receipt as Received

Please note: Items added to the Receipt are not available for revision within the Purchase Order. To be able to adjust the items in PO, you should cancel all related receipts first.

How to create Receipts in Bulk Using Multi-Select Function

You can select multiple Purchase Orders and create Receipts for all of them in one click. 

This function is available to all users with Creator roles and access to the Receipt and Purchase Order modules.

To utilize this function:

1. Open the Create Receipt page.

2. Select the necessary Purchase Order documents by ticking them.

3. Choose the Receive selected function.

If you wish to undo the section you made, press the Reject selected button.

In case you have the Receipt Approval Workflow in place, the documents you have selected to Receive will get a Pending status, and the set workflow logic you have will be executed.