Inventory receiving vouchers
Create, edit, approve, email, print, reverse and connect receiving vouchers to purchases and stock.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Use the inventory receiving voucher register
Search and manage goods receipts.
Create an inventory receiving voucher
Select supplier or source data, warehouse, date and received lines.
Complete receiving voucher header fields
Enter reference, supplier/source, warehouse, dates, note and approval information.
Add received item lines
Choose item, quantity, unit cost, tax, serial or lot details and warehouse destination.
Use receipt line item controls
Add, remove and recalculate receipt rows through the displayed line editor.
Edit an eligible receiving voucher
Update a receipt while its status and permissions allow editing.
Copy a purchase request into a receiving voucher
Load supported request data into the receipt form.
Copy vendor purchase data into a receipt
Load supported vendor or purchase data into the receipt form.
Create a receipt from Purchase Management
Use the Purchase Management hook after a purchase order is added or approved.
Configure receiving approval workflows
Create approval rules using direct manager, department manager or named staff.
Send a receiving voucher for approval
Submit the record and notify the configured approver sequence.
Approve or reject a receiving voucher
Review the receipt and record an approval decision.
Sign an approved receiving voucher
Attach the implemented approval signature evidence.
Use one-person approval rules
Understand the setting that allows one authorised approver to complete the sequence.
View a receiving voucher
Review header, lines, totals, approvals, attachments and movement evidence.
Download the receiving voucher PDF
Generate the stock-import PDF using tenant branding and receipt values.
Email a receiving voucher
Choose a recipient and send the generated receipt through configured CRM email.
Attach files to a receiving voucher
Upload supporting files where the receipt view exposes attachments.
Change receipt warehouse when allowed
Use the implemented warehouse update action and verify quantity relocation.
Revert a receiving voucher
Reverse its stock effect through the dedicated revert action.
Delete an eligible receiving voucher
Delete only when status, permission and linked movement rules allow it.
Relate a task to an inventory receipt
Select Inventory Received as the task relationship and choose a receipt.