How do I create a Receipt?

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 Matrices?

      This video will demonstrate how to create matrix items Matrices Matrices are a great tool to use for a lot of apparel retail environments. Rather than manually creating each piece in every size/color combination, matrices allow you to create multiple ...
    • How do I create a Production Recipe?

      This video will demonstrate how to create a Production Recipe How Do I Create A Production Recipe in Yellow Dog? The first thing you will need to do when creating a production recipe in Yellow Dog is create the item that is going to be attached to ...
    • 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.   ...
    • How do I create a Batch Recipe?

      This video will demonstrate how to create a Batch Recipe? How Do I Create A Batch Recipe in Yellow Dog? The first thing you will need to do when creating a batch recipe in Yellow Dog is create the items that is going to be attached to the batch ...
    • Recent Articles

    • How To: Import Interfaces by Level using Balto

      This document will review how to import interface settings for a level using the Balto import tool. Prerequisites Items are required to exist in YD already Items cannot be marked as removed. The stores must also exist in YD Yellow Dog user with ...
    • How To: Update Par & Re-Order Points via the Balto Import Tool

      This document will review how to update Par & Re-Order Points via the Balto import tool With all Balto imports, be sure not to change any of the column headers in the template. Unused columns can be removed, but the headers should not be edited in ...
    • How To: Update Items Store Availability via the Balto Import Tool

      This article will review how to update items store availability with the Balto Import Tool With all Balto imports, be sure not to change any of the column headers in the template. Unused columns can be removed, but the headers should not be edited in ...
    • Yellow Dog/Jonas File Exchange Overview

      This document will provide an overview of the Yellow Dog Jonas File Exchange Integration Integration Approach This is a 2Way integration – pull sales and push items • Sales – pulled from a file • Items – pushed to .csv file • Codes – Inserted into ...
    • Yellow Dog/Jonas API Overview

      This document will provide an overview of the Yellow Dog Jonas API Integration Integration Approach This can be set up as a 2Way – Items are pulled from us, and sales are pushed or 1Way sales are pushed. NOTE: Jonas controls the flow of sales and ...