Receipt is a way to track the Purchase Order fulfillment.

This process will be useful for your company if you are tracking the stock balance on your Warehouses.

To configure the receiving process:

  1. Define the responsible employee.
  2. Turn on the "Receipt" in the Configurations.
  3. Add the user for the employee with the role "Receipts" and share with him this documentation.

There are three cases to receive the products:

  • partial receiving
  • full receiving
  • receiving with changes

In the first two cases you should mark all the received goods. The status of the receiving in the Purchase Order will be changed for "Received" or "Partly received" based on the received goods.

In order to create a receive, please, follow next steps:

  1. Go to the left-side menu, choose Receipt and click Create receipt button
  2. Choose the required Purchase Order
  3. Check the received products and edit if you have some changes. Click Confirm button.

In case you'll see that the received products differ by name/sku you should ask your Procurement manager to Revise the Purchase Order. You can find the Purchase Order initiator email on the Receipt creating page.

Before revising the Order, please, delete not completed Receipt. Items added to Receipt are not available for revising in the Order.

After the Purchase Order will be Revised you'll be able to create a new Receipt.