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Receiving an Order Into Inventory

Angel Horowitz avatar
Written by Angel Horowitz
Updated this week

To create a receipt:

  1. Click on "Inventory"

  2. Click on "Receipts" and select "New Receipt"

  3. Complete the form that appears

  4. The "Supplier" field is required. If there is an order that is available, from integrated ordering for example, please select that from the "Order" field. The "Tax" field is optional, and the tax can be applied at the individual purchase level when adding the items to the receipt. Otherwise, put the total tax amount in the "Tax" field, and you will choose either the "$" or "%" from the dropdown. The "$" amount option will apply the total tax amount evenly across all of the items within the receipt. The "%" amount option will automatically apply the proper tax percentage to each purchase based on the purchase price.

  5. Click “Save”

All of submitted orders that have not been fully received will be available for selection when creating a new receipt. You may receive multiple orders at the same time. All of the items that have not been fully received will automatically populate the receipt.


To edit items in a receipt:

  1. Click on the gear icon next to the item you wish to edit, and select “Edit Item”

  2. Make the desired changes

  3. Click “Save”

The “Post to” field defines which item in your inventory the received item should be posted. This selection only needs to be made the first time you receive an item – all subsequent receipts will remember this definition.


To remove an item from a receipt:

  1. Click on the gear icon next to the item you wish to edit, and select “Delete item”

  2. Confirm your intent to delete the item

Deleting an item in a receipt removes it from the receipt. The item will remain in the original order as being “back-ordered,” and will be available to receive against in a subsequent receipt.


To post the receipt:

  1. Click on "Post receipt" in the applicable receipt

  2. Confirm your intent to post the receipt

Once posted, the receipt will automatically create the purchase records for all of the items contained in that receipt.

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