Purchase Receipt

A purchase receipt (commonly known as a goods receipt or receiving report) is a document or process that confirms the receipt of goods or services by the buyer from the vendor.

To access the Purchase Receipt, go to: > Home > Application > Inventory > Operations > Purchase Receipt

How can I get Benefit ?

• Verification: Confirms that the goods or services received match the purchase order in terms of quantity, quality, and specifications.
• Inventory Management: Updates inventory records to reflect the receipt of new goods, ensuring accurate stock levels.

Properties

Primary Properties

Property	Description
Document Date	Purchase Receipt Entry Date default Business Date displayed
Document No	Purcahse Receipt Entry No generated by default
Vendor	You Can Select Vendor from List or Add New One
Reference No	You Can Enter any reference no
Reference Date	Enter the reference date
Purchaser	You Can Select Purchaser from List or Add New One
Notes	Can Enter information releated to Purchase Invoice

Item Properties

Property	Description
Product	Here, you can select Product from Prodcut List
Quantity	Enter Item Quantity required
Base Rate	Enter the price of the item before discount
Discount	Enter discount amount if any

Status of a Purchase Receipt

• Draft : This status indicates, that a purchase receipt has been created and is yet to be Authorised.
• Authorised : This status indicates, that a purchase receipt has been created and is Authorised.
• Cancelled : This indicates that your purchase receipt has been cancelled.

Create New Purchase Receipt

• Go to the Purchase Receipt list, click on Add New
• You will be navigated to a new window for entering the details for the new purchase receipt to be created.

Primary Purchase Receipt Information

• you can observe Document Date & Document No is generated by default.
• Under the Vendor name field, you can either pick the vendors from the list you have already created or you can add a new vendor by clicking on the + New vendor option.
• Enter reference & date if any.
• Select Purchaser.

Item Information

• Under the Product field, you can pick the Product from the list you have already created.
• Enter Quantity and Base Rate.
• Enter Discount if any.
• Click on Apply to add item to Purchase Receipt.

Link Receipt With Previous Purchase Orders

To include Purchase Order reference in the Purchase Receipt

• Select the vendor
• click on Select Items from Purchase Order(s)
• you will prompted to Purchase Orders List releated to the selected vendor.
• you can select the items which are going to add into Purchase Receipt.
• click on Ok
• All Item will be added to Purchase Receipt.

Link Receipt With Previous Purchase Invoices

To include Purchase Invoice reference in the Purchase Receipt

• Select the vendor
• click on Select Items from Purchase Invoice(s)
• you will prompted to Purchase Invoice List releated to the selected vendor.
• you can select the items which are going to add into Purchase Receipt.
• click on Ok
• All Item will be added to Purchase Receipt.

Additional Information

• You can enter any other charges mention in the purchase receipt.
• You can enter any discount given by the vendor.
• You can enter Round Off Amount to make round the total Amount.
• You can record Notes for the purchase receipt.
• Alter Fill up the all necessary details click on Save as Draft to Save the Purchase receipt.

Edit Purchase Receipt

• Go to the Purchase Receipts list, Select the preferred purchase receipt and click on Edit
• You will be directed to a edit purchase receipt page.

• Update all the necessary changes.
• Click the Save as Draft or Save as Authorised button to update your changes.

info

Only Purchase receipts in Draft status can be edited.

Cancel Purchase Receipt

• Go to the Purchase Receipt list, Select the preferred purchase receipt and click on Edit
• You will be directed to a edit purchase receipt page.

• Click the Cancel button to Cancel your changes.

Important Note

info

Only Purchase invoices in Authorised not in Received status can be cancelled.

Prerequisites

• Vendor
• Purchaser
• Product

See Also

• Purchase Order
• Purchase Invoice