A Receipt is a way to track that the suppliers delivered the items you requested in Purchase Orders. 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.
TABLE OF CONTENTS
- How to Mark Items as Received
- How a Requester Can Get Full Information on the Purchase Order Items from the Receipt
- How to Modify the Receipt
- How to Track the Items Delivery
- How to Create Receipts in Bulk Using Multi-Select Function
How to Mark Items as Received
There are two possible ways to do it:
1. Directly from a specific Purchase Order by clicking the Create Receipt button.
2. On the Receipt page in the left-side menu:
- Click the Create Receipt button, choose a relevant PO, and click the plus button (+) on the right side of the page.
- Select the items you received and specify the received quantity. You can then create as many receipts as you need to cover the number of items left undelivered. You can also use filters, this function can be useful when you have a lot of items in the Order and need a quick and easy tool to sort all of them.
You can apply filters to the following:- Name field, where you can specify the information in the search line.
- Items Custom Fields (available only to those activated for the Receipts). More information on working and activating ICFs for documents can be found here.
- Specify the actual delivery date, check other fields, and hit the Create button.
How a Requester Can Get Full Information on the Purchase Order Items from the Receipt
For you to use this function, the Receipt should have a related Purchase Order.
A requester can get full information on the order and items by using the Show Purchase Order button:
You will see the general Order information and complete information on the Items:
How to Modify the Receipt
If you need to change anything in the Receipt once it was created, use the Revise button.
If you mistakenly created a receipt, or it is no longer relevant for you, you can Cancel it and start again.
For you to use this function, the Receipt should have a related Purchase Order.
How to Track the Items Delivery
You can track receiving items by the following statuses:
1. Not Received
2. Partly Received — if you received only a part of the order.
Please note that if you did not receive some items, you should not add them to the Receipt. Just do not choose the appropriate line on the Receipt creation page.
3. Received — if you received a complete order
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:
- Open the Create Receipt page.
- Select the necessary Purchase Order documents by ticking them.
- Choose the Receive selected function.
In case you have the Receipt Approval Workflow in place, the documents you have selected to Receive will get the Pending status, and the set workflow logic you have will be executed.