Receipt

The receipt document records incoming goods to the warehouse from a supplier. It is the primary document for tracking incoming deliveries.

How to Access

Navigate to: Sidebar > Warehouse > Receipt

Route: /warehouse/documents/receipt

Quick actions:

• Open list
• Create new

Overview

A receipt document is created when goods are received from a supplier. Once the document is conducted (posted), the items become available on the warehouse for selling, movement, and other operations.

Document List

The list page shows all receipt documents with filtering and sorting capabilities.

List Columns

Column	Description
No.	Document number
Date	Document date and time
Organization	Receiving organization
Linked Doc	Linked document number
Supplier	Goods supplier
Income/Expense Type	Cash flow category
Conducted	Posting status (Yes/No)
Created	Document creation date
Total	Document total amount
Employee	Responsible employee
Note	Text note

Filters

• Period — filter by document date.
• Warehouse — select warehouse.
• Search — by document number.

Creating a Document

Main Fields

Field	Description	Required
Date	Receipt date and time	Yes
Organization	Organization receiving goods	Yes
Warehouse	Target warehouse	Yes
Supplier	Goods supplier	Yes
Note	Free-text comment	No
Total	Total amount (auto-calculated)	—

Extended Mode

When the Extended mode checkbox is enabled, additional fields appear:

Field	Description
Price Type	Price type for retail price calculation
Markup	Markup percentage
Retail	Calculated retail price (read-only)

Invoice Data

In the collapsible "Invoice" section:

Field	Description
Income/Expense Type	Cash flow category
Invoice Number	Incoming invoice number
Contract	Contract number
Payment Terms	Payment terms for the delivery
Attorney	Power of attorney number
Delivery Invoice	Delivery invoice number

Item Grid

Column	Description
#	Row number
Item	Item name (searchable)
Quantity	Number of units
Unit	Unit of measurement
Multiplier	Conversion factor
Price	Price per unit
Total	Row total

In extended mode, additional columns:

Column	Description
Remains	Current stock in warehouse
Prev. Price	Price from previous receipt
Markup	Markup percentage
Rounding	Rounding rule
New Price	Calculated new retail price
Current Price	Current retail price

TIP

Previous price color: red if the new price is higher, green if lower.

Item's main supplier

The item card (the Additional tab) has a Main supplier field. The "Main supplier" filter of the Stock Balance report and the Fill by main supplier button in the receipt both use it. The field fills itself the first time the item appears in a conducted receipt: if it was empty in the card, the document's supplier is written there. After that, the system never changes it on its own, even if the receipt's supplier is corrected later.

If the item card has a different main supplier than the document, the row is marked with an orange stripe on the left and a note appears above the table. The note names those suppliers and how many items each one is set for, for example "50 — Alpha LLP, 33 — IE Bekova". Check that the document supplier is correct and that these items are really purchased from it.

To see the main supplier of every row, click the Display settings icon (the gear) above the table and turn on Show main supplier. A Main supplier column appears in the table; click its header to put items of the same supplier next to each other. The choice is remembered in this browser.

When you save or conduct such a document, you are asked whether to make the document's supplier the main supplier of these items:

• Yes, make it main — after the document is saved, the supplier is written to these item cards;
• No, keep as is — the document is saved and the item cards stay unchanged. While the document is open, you will not be asked again about the same items;
• Cancel — the document is not saved, so you can check the supplier first.

Only employees allowed to edit items are asked. Everyone else sees just the row marks.

If you deliberately buy the same items from different suppliers, you can turn the question off: tick Don't ask again on this device in the window and answer Yes or No. Your answer is applied to this document, and after that documents are saved without the question, just as if you answered No, keep as is: the main supplier in item cards does not change. The orange row marks and the note above the table stay. To turn the question off without the window, or to turn it back on, use the Ask about the main supplier on save switch in Display settings above the table. The setting applies to this browser only: other employees and other devices are still asked.

Conducting a Document

After filling in all data, click Conduct. A conducted document cannot be deleted. To undo, click Unconduct.

Printing

Available print options:

• Default
• Barcode (Shtrih)
• Standard Form PLU
• Standard Form with Retail Price
• Form F3.1
• Invoices (multiple variants)
• Power of Attorney

Step-by-Step Guide

1. Go to Warehouse > Receipt.
2. Click Add.
3. Select the Organization, Warehouse, and Supplier.
4. Set the Date of receipt.
5. In the items table, search for and select an item.
6. Enter the quantity and price.
7. Add more rows as needed.
8. Click Save, then Conduct.

FAQ

How do I undo an incorrect receipt?

Open the document and click Unconduct. Warehouse stock will be adjusted accordingly.

Can I edit a conducted document?

First unconduct the document, make changes, then conduct it again.

Why does the Stock Balance report list an item under a supplier it was never bought from?

The report's "Main supplier" filter looks at the Main supplier field of the item card. That field is filled by the item's first conducted receipt (see "Item's main supplier" above). If that document had the wrong supplier selected by mistake, the field kept it. You can fix it on the Additional tab of the item card. To fix several items at once, select them in Items, click Group values and set Main supplier.

How do I see previous prices?

Enable Extended mode — columns for previous and current prices will appear automatically.

How do I make a negative receipt?

There is no negative receipt document, and you do not need to enter negative quantities in receipt lines: Advisor flags receipt lines with zero or negative quantity as an error ("Receipt lines with zero quantity"). Instead:

• goods are returned to the supplier — create a Return to Supplier document; it deducts the goods from the warehouse, and the original "Receipt of goods" can be chosen as its basis;
• the receipt was entered incorrectly — open it, click Unconduct, fix the quantity, and conduct it again.