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Quick receipting and matching to invoice

You no longer need to manually enter quantity and cost.

triSaaS Support avatar
Written by triSaaS Support
Updated over 2 months ago

What is quick receipting

Quick receipting automatically populates the quantity and cost fields based on the invoice, saving you the time of manual entry.


How to quick receipt an order

  1. Navigate to the Orders section.

  2. Select the status 'Awaiting Invoice' and the required orders will be displayed on screen.

  3. Locate and select the order that you wish to quick receipt.

  4. Click on the Quick Receipt button. A double arrow will appear on the order, indicating that it has been quick receipted.

Going forward, when the invoice is received and approved, the quick receipted order will automatically populate the quantity based on the invoice.


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