Retail: Receipts

Retail: Receipts




Key Takeaways:

Before receiving
  1. Only bring in a receipt if costing has been confirmed.
  2. If unsure or expecting added expenses, skip receipt and go directly from PO → Invoice.
  3. Ideally, aim for a 3-way match (PO, Receipt, Invoice).

Converting PO to receipt
  1. Click to convert purchase order into a receipt.
  2. Everything from the PO (instructions, quantities, details) carries forward.
  3. If quantities are fully received, leave them as is.
  4. Commit the receipt to update on-hand inventory and costing (based on costing method).

Templates and printing
  1. Choose from templates: default text, item images, or purchasing quantities with variances.
  2. While receiving, check and assign UPC codes using Yellow Dog Mobile.
  3. System may prompt for label printing (immediate print or queue for later).

Receipt status and documentation
  1. PO status changes to “Received.”
  2. Receipt details are stored and viewable.
  3. Option to scan/attach packing lists, add third-party links, or export data.

Verification and reporting:
  1. Run the “PO Receipt to Invoice” report.
  2. Shows history from ordering → receiving → invoicing, including variances.
  3. Depending on SOPs, print report for supervisor as proof of correct processing.

Explore Further


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