Item Receipt Centre Fields

The Item Receipt Centre module offers a variety of options and search fields to effectively handle and streamline the processing of item receipts.

Header Level Options

Merge: The Item Receipt Centre offers a feature enabling the merging of Item Receipts, allowing users to consolidate multiple receipts into a single transaction, which can subsequently be converted into a Bill. This functionality proves beneficial in scenarios where multiple shipments from a single vendor need to be managed as a unified transaction within the system. To merge item receipts, simply select the desired receipts and navigate to Options > Merge.

Only the item receipts with the same "Vendor" and "Store" can be merged.

Print: This feature enables users to generate printed copies of Item Receipts using their preferred reporting template.

Add to Email Queue: This functionality allows users to queue refund receipts for future email dispatch. Users can choose document and email templates from the available dropdown options and opt to combine attachments per recipient. They can then select either the "Preview & Send" or "Add to Email Queue" option.

Show Transactions: This option provides users with access to the Journal Transactional View for the refund receipt, enabling detailed examination of transactional data.

Batch Delete: This allows you to void all the selected Item Receipts. Voiding an item receipt involves changing all the inventory item quantities to zero, deleting any non-inventory items and removing any additional charges.

The Batch Delete functionality will only operate when LPNs are disabled. Please ensure that LPNs are turned off before utilizing this feature.

Header Level Search Fields

Below, we have detailed the header-level search fields designed to enhance search precision:

Search By: Within the Item Receipt Centre, you can conduct searches for Item Receipts utilizing various criteria, including:

• Item Receipt: Selecting this option will display search results based on the Store associated with the Item Receipt, PO Number, Amount, Vendor, and other relevant details.

• Item Receipt Detail: This option provides search results with additional specifics related to the Item Receipt, such as Item Number, UOM Name, PO Number, Landed Unit Cost, Landed Amount, and other pertinent details.

• Item Receipt Expense Detail: This feature allows users to view Item Receipts categorized according to their Expense Details.

Status: This feature enables users to refine search results based on the status of the Item Receipt. Available status options include All, Open, and Void.

Vendor: This functionality allows users to narrow down search results by specifying the vendor associated with the Item Receipt.

PO Number: Users can utilize this option to filter search results based on the purchase order (PO) number linked to the Item Receipt.

Packing Slip#: This feature enables users to locate specific Item Receipts based on their Packing Slip number, optimizing search operations for enhanced efficiency.

Header Level Icons

These features cater to diverse needs, providing users with a seamless experience while navigating and managing customer information.

• Refresh:

  • This functionality empowers users to refresh search results based on selected criteria, ensuring that the displayed information is always up-to-date.

• Save:

  • Save feature enables users to preserve any updated user interface (UI) settings, ensuring a personalized and consistent experience during future interactions with the module.

• Advanced Search:

  • The Advanced Search option elevates customer information retrieval to a sophisticated level. Users can delve into a nuanced search by specifying criteria such as Column Name, Operator, and Value, facilitating precise and tailored searches.

• Generate Link:

  • This allows you to generate link for the selected Item Receipt.

• Columns:

  • Columns represent the customizable criteria available to users, enabling them to further refine their searches. The options in the dropdown changes as per the selected option in the Search By Field.

• Download:

  • This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS-Excel(.xlsx), catering to diverse user preferences and use cases.