Inventory Receipts

Inventory Receipts (InR) are used to record the receipt of inventory from a supplier.

• Create Inventory Receipt
• Change Inventory Receipt Status
• Print Inventory Receipt
• Edit Inventory Receipt Printing Template

Create Inventory Receipt

• On the Receipts page: 
  • Click the "+" button
    
• On the Purchase Orders page: 
  • Select related order
  • System Actions->Create Inventory Receipt

"New Inventory Receipt" page:

Inventory Receipt fields:

• Supplier - products manufacturer/vendor/Supplier
• Accepting Store / Stock location - what stock location receives the items in the inventory
• Related Purchase Orders - what purchase orders does the receipt cover
• Currency - receipt's currency
  • by default - default account currency
• Exchange rate - for cases when receipts currency is foreign, the rate other than "1" shall be provided
  • for currencies previously used in InR, last used value is displayed
• Other costs - extra costs (shipping, etc.) related to the InR
  • Costs are equally spread among items in the receipt
• Manufacturer invoice number - specify in case applicable
• Date - specify the purchase date for the InR
• Comment - internal remarks on the InR
  • non-mandatory field
  • can be changed after InR creation

Add products to the InR:

• From the relevant Purchase Order
  • Choose purchase order (1)
  • Click (2) to add the items from PO
• Add specific product
  • Type an SKU
  • Add products with (4)
• Use products search
  • Click Search (5)
  • Select and add products in the Product popup

Click "Save" to create the receipt

Products table

• Item identifiers:
  • SKU
  • SupplierPN
• Materials
• Financial
• Totals

Update Inventory Receipt Status

To change the Inventory Receipt Status

• In the Receipts page, Select receipt(s) to update  
• Actions->Change Inventory Receipt status
• In the popup, choose the status and click "Yes"

Print Inventory Receipt

Inventory Receipts are an important component of the business document flow and reporting.  Valigara allows preparing printing templates, to include InRs as part of external paperwork. 

In the Receipts page 

1. select receipts
2. Actions->Print Inventory Receipt
3. Use the Print dialog settings to print the InR in the right format. 

Edit Inventory Receipt Printing Template

Printing Templates prepare the layouts for different types of documents. 

From Global Settings->Printing->Inventory Receipts 

1. "Add Template" to add a new template or

    click on a template title to edit it.

2. Duplicate template to create a new with slight differences

3. Remove template