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

Especially, this process will be useful for your company if you are tracking the stock balance in your Warehouses.


How to mark your goods as received
There are 2 possible ways how to do that: 

  • Directly from a specific Purchase Order by hitting the Create Receipt button.

           How to mark your goods as received?

  • Or on the Receipt page in the left-side menu. To do that, you should:

    1. Click the Create Receipt button, choose a relevant PO and click the plus sign (+) on the right side of the page. 
    2. Select the lines you received and specify the received quantity. You can create then as many receipts as you need to cover the number of items left not delivered.

    3. Specify the actual delivery date, check other fields, and hit on the Create button.

    You can create a Receipt from the Receipt page and match it with the PO

    How to modify the Receipt

    If you need to change anything in the Receipt once it was created, use the Revise button. 

    In case you’ve made a Receipt mistakenly or it is no more relevant for you, you can Cancel it and start again.

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, if you didn't receive some items, you shouldn't add it 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 full 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.