How do I create a Receipt?
This video will demonstrate how to create a receipt
Receipts
When items arrive at your location, you may need to create a Receipt to receive them into the system. Receipts are typically used for product that is shipped with a packing slip but has an invoice that arrives separately. If you have an invoice for the product on delivery, depending on your internal procedures, you may be able to skip Receipts and go straight to an Invoice.
Once a Receipt is committed, the received item quantities will be added to the previous on-hand totals.
Convert a Purchase Order into a Receipt from the Purchase Order screen or create a new Receipt from the Receipts section. Again, use the Ctrl+click function to convert multiple documents at once.
From the new/converted Receipt you can add items that may have come in that weren’t on the PO, remove items that didn’t come in, adjust any quantities you didn’t receive, etc.
After all edits are made, click Commit Receipt to finish the Receipt process.
Keep in mind: once you commit the receipt, the items will be added to your current on-hand counts.
If items have been set to print labels when receiving, you will be prompted to print labels for the quantity of items you have received.
If you have pre-allocated items to be transferred to other stores when received, you will be prompted to transfer the items. If you select “Yes, Transfer Now”, the Inventory Transfer screen will open. Click Issue Inventory Transfer.
If you have access to the store receiving the transfer, you will then be prompted to accept the Inventory Transfer.
Related Articles
How do I create an Invoice?
This video will demonstrate how to create an Invoice Invoice Records Invoices are usually received after or accompanying your products’ delivery. Invoices will contain your freight, handling, discounts, etc. Convert a Receipt or Purchase Order into ...How do I create a Purchase Order?
This video will demonstrate how to create a Purchase Order Purchase Orders Purchase Orders are used when placing orders for stock that you need from a particular vendor. You might send this directly to your vendor or to your purchasing department. If ...Can I Alias an item within a Receipt?
This video will demonstrate aliasing items in Receipts Set Item Alias in Receipts Similarly, to the feature in the Invoices module, we have now added the ability to create Item Alias in Receipts. Receipts created by EDI will frequently include new ...How do I create an Inventory Request?
This video will demonstrate how to create an Inventory Request Inventory Requests Inventory Requests are most commonly utilized by users that do not have permission to create Purchase Orders. However, this is not always the case and they can be used ...How can I Mark Invoices and Receipts as Prepaid?
Marking Invoices and Receipts as Prepaid You can now mark Receipts or Invoices as Prepaid, either automatically or manually, and they will not be included in your accounting export. If a vendor will always be prepaid, use the new checkboxes in the ...
Popular Articles
How To: Find Your Yellow Dog Inventory Version
Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...How do I use Par & Re-Order Points?
What is a Reorder Point? The minimum quantity you would like inventory of the item to be before ordering more. Items must go below this level to trigger reorder. Items set to 0 will not reorder until you go into negative stock. This is not ...Tips & Tricks: How do I download and install drivers for my Zebra Printer?
**As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...How To: Swap the On-Hand/Parent Size (Edit Base Unit)
When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...Food and Beverage Core Features User Manual
The Food & Beverage Core Functions User Manual is your key to understanding the potential of Yellow Dog. Whether you're a first-time user or a seasoned pro, this detailed manual will help you understand how to best utilize your Yellow Dog Inventory ...