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


    • Related Articles

    • Retail: Invoices

      Invoice Overview (6 min) Key Takeaways: Starting the Invoice Process Select a receipt to bring into an invoice. Multiple receipts for a single PO must all be brought into the invoice. Entering Invoice Details Receiving details are carried over to the ...

    • Retail: Purchasing Overview

      Purchasing Overview (3 mins) <br> Key Takeaways: Requests Staff can request inventory items. Requests may be: Converted into a purchase order (PO). Converted into a transfer. Sent to the Order Desk for evaluation (to ...

    • Retail: Individual SKU Setup

      VIDEO Retail Overview (6 mins) <br> WHY IT'S IMPORTANT The retail item card holds every detail Yellow Dog Inventory uses to identify, price, and track a product. When you set these fields correctly, you get accurate ...

    • Retail: Item Types

      Item Types (9 mins) Key Takeaways: Individual SKU A single item, created and managed as a standalone product. Matrix Items Used for Retail items with multiple variations (e.g., hats with different sizes and colors). A matrix profile sets defaults and ...

    • Retail: Order Desk

      Order Desk (2 min) Key Takeaways: Purpose Finding best products for ordering based on predetermined metrics (bidding selection method). Workflow Options Manually add items into a request. Use a count Excel sheet or Unitech device to scan items on 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 ...

    • Feature Overview: Par & Re-Order Points

      Par levels and reorder points help streamline purchasing in Yellow Dog. Par level is the ideal quantity to keep on hand. Reorder point is the minimum quantity that triggers reordering. You can update par and reorder points in the following locations: ...

    • 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 (Base Unit) Size

      End user · Yellow Dog Inventory 2026 WHY IT'S IMPORTANT The on-hand (parent) size is the base unit—the unit Yellow Dog Inventory uses to track on-hand quantity and to convert every purchasing and counting size. When an item with multiple sizes is set ...

    • FAQs: What are Bins?

      Question: What are Bins? Answer: Bins are optional location identifiers that specify exactly where an item is stored. You don’t need to create bins in advance. You can assign them: In the Stores tab of the item editor Through a Balto import Bins ...