Inventory receiving vouchers
Create, edit, approve, email, print, reverse and connect receiving vouchers to purchases and stock.
Inventory & Warehousing Management System
Open guide →GuideUse the inventory receiving voucher register
Search and manage goods receipts.
Open guide →GuideCreate an inventory receiving voucher
Select supplier or source data, warehouse, date and received lines.
Open guide →GuideComplete receiving voucher header fields
Enter reference, supplier/source, warehouse, dates, note and approval information.
Open guide →GuideAdd received item lines
Choose item, quantity, unit cost, tax, serial or lot details and warehouse destination.
Open guide →GuideUse receipt line item controls
Add, remove and recalculate receipt rows through the displayed line editor.
Open guide →GuideEdit an eligible receiving voucher
Update a receipt while its status and permissions allow editing.
Open guide →GuideCopy a purchase request into a receiving voucher
Load supported request data into the receipt form.
Open guide →GuideCopy vendor purchase data into a receipt
Load supported vendor or purchase data into the receipt form.
Open guide →GuideCreate a receipt from Purchase Management
Use the Purchase Management hook after a purchase order is added or approved.
Open guide →GuideConfigure receiving approval workflows
Create approval rules using direct manager, department manager or named staff.
Open guide →GuideSend a receiving voucher for approval
Submit the record and notify the configured approver sequence.
Open guide →GuideApprove or reject a receiving voucher
Review the receipt and record an approval decision.
Open guide →GuideSign an approved receiving voucher
Attach the implemented approval signature evidence.
Open guide →GuideUse one-person approval rules
Understand the setting that allows one authorised approver to complete the sequence.
Open guide →GuideView a receiving voucher
Review header, lines, totals, approvals, attachments and movement evidence.
Open guide →GuideDownload the receiving voucher PDF
Generate the stock-import PDF using tenant branding and receipt values.
Open guide →GuideEmail a receiving voucher
Choose a recipient and send the generated receipt through configured CRM email.
Open guide →GuideAttach files to a receiving voucher
Upload supporting files where the receipt view exposes attachments.
Open guide →GuideChange receipt warehouse when allowed
Use the implemented warehouse update action and verify quantity relocation.
Open guide →GuideRevert a receiving voucher
Reverse its stock effect through the dedicated revert action.
Open guide →GuideDelete an eligible receiving voucher
Delete only when status, permission and linked movement rules allow it.
Open guide →GuideRelate a task to an inventory receipt
Select Inventory Received as the task relationship and choose a receipt.
Open guide →