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Create or Edit an Item Receipt | Zayls

by Andre Sevilla
10 months ago
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Create or Edit an Item Receipt

Create an Item Receipt:

There are several ways to receive an order:

  • Receive orders inside the Transfer Order Workflow
  • Receive orders using Item Receipts Module

 

Receive orders inside the Transfer Order Workflow:

1. Click the Transfer Order you want to receive.

2. In the Item Receipt pane, click Add.

3. In the New Item Receipt window, the Transfer Order, Source Location, Destination Location, Product Variant/s, and its Quantity are already filled by default. You may enter your Remarks or update the Date Received, Reference #, or Product Variant Quantity.

4. Once done, click Save or Save and Receive to save the transaction or Cancel to terminate the form.

  • Save and Receive will save and process the transaction. The quantity received will add up to the inventory.
  • Save will save the transaction. This will save the IR details and will be tagged as Planned.

5. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created Item Receipt. You can click the message to create another Item Receipt.

6. When you go back to an existing Transfer Order, the Item Receipt is updated.

Receive orders using Item Receipts Module:

1. In the Item Receipts overview, click New Item Receipt.

2. Select a Transfer Order and click Next.

3. In the New Item Receipt window, the Transfer Order, Source Location, Destination Location, Product Variant/s, and its Quantity are already filled by default. You may enter your Remarks or update the Date Received, Reference #, or Product Variant Quantity.

4. Once done, click Save or Save and Receive to save the transaction or Cancel to terminate the form.

  • Save and Receive will save and process the transaction. The quantity received will add up to the inventory.
  • Save will save the transaction. This will save the IR details and will be tagged as Planned.

5. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created Item Receipt. You can click the message to create another item receipt.

6. When you go back to Transfer Orders overview or to an existing Transfer Order, the Item Receipt is updated.

the Unit Cost of the orders that was received would be added to the current inventory cost are VAT-exclusive or Net of VAT.

IR# is auto-generated but you can override and type in a different number. To check the form’s next auto-generated numbers, click here.

Edit an Item Receipt inside the Transfer Order Workflow:

1. In the Transfer Orders overview, click a Transfer Order.

2. In the Item Receipt pane, click the Item Receipt Number.

3. Click Edit.

4. Enter the new details and then click Save or Save and Approve located at the bottom. A message will appear if the item receipt is saved successfully.

 

Edit an Item Receipt using Item Receipts Module:

1. Click the Item Receipt you want to edit.

2. Click Edit.

3. Enter the new details and then click Save or Save and Approve located at the bottom. A message will appear if the item receipt is saved successfully.

If you are not able to create or edit an Item Receipt that means the admin did not give you access to Item Receipts – Modify.

If the user is not an Admin, functionalities such as edit, void, delete will not work after seven days of the transaction creation.

Add Comments to an Item Receipt:

The comment feature allows you to leave important messages to keep everyone informed.

1. In the Item Receipt record, scroll down to view the Comments section.

2. Enter your message in the Comment box.

3. You may also add attachments such as photos or files. Click Add attachment below the Comment box. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.

4. Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.

Edit or Delete a Comment: 

1. Find the comment you want to edit or delete.

2. Click   .

3. To update the comment, click Edit. To delete the comment, Click Delete.

Only accounts with admin account type can delete comments made by other regular users.

Related Article: Print, Duplicate, Void or Delete an Item Receipt