How To: Create a Receipt

How To: Create a Receipt

Receipts function like packing slips. When products arrive, you must receive them in Yellow Dog to update on-hand quantities. 

 
  1. Permission to view and edit receipts
  2. Optional: Edit After Commit permission for receipts

You can create receipts by converting a purchase order or by creating a receipt as needed.

Converting From a Purchase Order (most common) 

  1. Select the purchase order.

  2. Select Convert To > Receipt.

  3. Review the items, quantities, and notes pulled from the purchase order.

  4. Update quantities to match what was delivered.

    • You can convert the same purchase order to multiple receipts until all items are received.

  5. Select Commit.

    6. InfoNote: You can include multiple receipts on a single invoice.

Create a stand-alone receipt

  1. Select Create New Receipt.

  2. Select the store (if applicable) and vendor.

  3. Select Add Items or Add Items From, and add the required items.

  4. Enter received quantities.

  5. Select Commit.

Additional information

  • If you have permission to print labels when receiving, you’ll be prompted to print labels for the quantities received.

  • If items are pre-allocated for transfer to other stores, you’re prompted to transfer them after receiving.

    • Select Yes, Transfer Now to open the Inventory Transfer screen.

    • Select Issue Inventory Transfer.

    • If you have access and permission for the receiving store, you’re prompted to accept the transfer.

  • If your system applies transfers at calculated cost instead of vendor price, it is recommended to invoice the items before transferring.