Item Receipt Overview | Zayls

by Jerome Tan
2 months ago
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Knowledge Base Inventory | Item Receipt Overview

Item Receipt Overview

Item Receipt Overview

Item Receipt is the process of receiving the items indicated on the Transfer Order.

In this listing page, you will be able to see all Item Receipts and partial details such as the Item Receipt number, the status of the IR, the Transfer Order associated with it and other components of the transaction.

 

You can filter records in two ways:

  • Search by IR #, Reference #
  • Using Filters

 

Search by IR #, Reference #:

1. Go to Search by IR #, Reference # box at the top of the Receive Orders list.

2. In the Search by IR #, Reference # box, type the receive order number or the reference number you are searching for. The list will load the moment you stop typing.

3. Click the IR # to see the receive order details.

Using Filters:

1. Click Filters beside the Search by IR #, Reference # box. It will show you several parameters that will help to narrow down results.

Filters:

  • Date From – will show records starting from the date selected
  • Date To – will show records up to the date selected
  • TO # – will show records where the Transfer Order Number is associated with
  • Source Location – will show records involving the source location of the TO
  • Destination Location – will show records involving the destination location of the TO
  • Status – will show records with the status (Planned, Received, Voided) selected

Filters can be used simultaneously to narrow down results.

Export Item Receipts to PDF or Excel:

  1. In the Item Receipts Overview, click Export. 
  2. There are three Export options: Export to PDF, Export to Excel, and Export to Excel (Detailed). Click your desired format. 
  3. Upon clicking your desired formatthe file will be automatically downloaded to your computer.