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Receipts

Where to find it​

Open “Inventory” → “Operations” → “Receipts”.

Purpose​

A receipt records goods coming into a warehouse.

The document is used to:

  • record planned and actual quantities to receive;
  • receive goods into a specific warehouse;
  • if needed — put goods away into zones/bins (bin-level storage);
  • create stock movements and (if enabled) costing movements.

Receipt list​

The list typically shows:

  • number;
  • planned date and time;
  • receipt type;
  • supplier (if used);
  • warehouse;
  • note;
  • line count.

Actions are also available: create, open, delete (if allowed by status and permissions).

Receipt card​

Header fields​

In the header you typically fill:

  • Type — affects numbering, default warehouse and constraints;
  • Planned date — planned receiving time;
  • Number — generated by a numbering rule;
  • Supplier (if used);
  • Warehouse — required;
  • Supplier reference (e.g., supplier delivery note number — if used);
  • Note.

Practical tip: select type and warehouse first — then it is easier to add lines.

Receipt lines​

Lines contain items and quantities.

Typical line fields:

  • Item — required;
  • UoM — taken from the item;
  • Barcode (if used);
  • Internal code (if used);
  • Reference/SKU (if used).

“Planned quantity” field​

For receipts that are not executed immediately, the “Planned quantity” field is used:

  • it is the planned quantity for the line;
  • the field can be highlighted in draft to remind to fill it.

Constraint:

  • the value must be between 0 and the maximum quantity defined in the receipt type;
  • if exceeded, the document cannot be saved.

“One line per item” constraint​

For some receipt types, a rule can be enabled:

  • the same item cannot be added in two lines;
  • when adding a duplicate, the system shows an error.

Statuses and stages​

Below is the status set as it follows from the source code.

  1. Draft — data entry.
  2. Ready — the document is marked for execution.
  3. Done — the receipt is confirmed; completion date is recorded.
  4. Put away — put-away into child locations.
    • available only if the receipt type enables put-away;
    • the system checks that the target location is a child of the document warehouse and that the total put away does not exceed the received quantity.
  5. Cancelled — the document is cancelled.

Moving from Draft to “Ready”​

In the receipt card, an action “Mark as Todo” is available to move the document from Draft to Ready (in practice: move it to execution).

The receipt list can also provide a bulk action “Mark as Todo” to move several selected receipts to Ready.

Put away (bin-level storage)​

If bin-level storage is used, after receiving you perform put-away into bins.

Recommendation: complete the receipt first (confirm the fact), then do put-away — this makes variances easier to control.

Typical issues​

  • Cannot save a line — “Planned quantity” is out of the limits defined in the receipt type.
  • Cannot add the same item in a second line — “one line per item” is enabled in the receipt type.
  • Cannot complete — warehouse is missing or there are lines without quantity.
  • Actual quantities do not match — check line input and units of measure.