---
title: "Receipt Enquiry"
slug: "receipt-enquiry"
description: "What is Receipt Enquiry, how is it used, and why is it important in Canary7? Guides on how to use Receipt Enquiry for searching, creating or editing receipts."
updated: 2025-08-06T09:44:21Z
published: 2025-08-06T09:44:21Z
canonical: "help.canary7.com/receipt-enquiry"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.canary7.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Receipt Enquiry

## **Understanding Receipt Enquiry**

### 📦 What is Receipt Enquiry?

**Receipt Enquiry** is a **Canary7** feature that provides a **centralised interface** for accessing, managing, and tracking receipts. It enhances visibility and control over inbound goods, helping ensure a faster, more accurate, and streamlined receiving process.

## 🔑 Key Functions

- **🔍 View Receipt Details** – Instantly access receipt numbers, supplier information, item quantities, and current statuses.
- **✏️ Edit Receipt Data** – Make updates or corrections to maintain data integrity.
- **➕ Add New Receipts** – Record inbound shipments either manually or via CSV upload.
- **📦 Track Receipts** – Monitor the flow of receipts from creation through to check-in.
- **⚠️ Resolve Discrepancies** – Easily identify and act on quantity variances or missing items.
- **🔁 Close & Split Receipts** – Close off checked-in stock and generate a new receipt for open items (NEW – see below).

This feature is essential for ensuring an accurate and efficient **goods-in process**, reducing delays, and minimising manual errors.

### 🚪 Accessing Receipt Enquiry

- Click the **Navigation Menu** (top-left corner).
- Search for **"Receipt Enquiry"** and select it. **OR**
- Navigate to: **Inbound > Receipt Enquiry**

---

## ✂️ Close and Split Receipts – *NEW FUNCTIONALITY*

### 🧠 What it Does:

The **Close and Split** function allows you to:

- **Close** the receipt for any **checked-in quantities**
- **Split** the remaining open lines into a **new receipt**, suffixed with `##1`

This is ideal in **high-throughput warehouses** where speed is essential. It enables **putaway jobs** to be created and executed immediately for goods that are already checked in — without waiting for the full receipt to complete.

### ⚙️ How it Works:

1. From the Receipt Enquiry screen, select a receipt with partially checked-in items.
2. Click the **Red Action Button > Close and Split**
3. The system will:
  - Close off all fully checked-in lines
  - Automatically create a **new receipt** with the remaining open lines (e.g., `PO123456##1`)

### 🎯 Benefits:

- Enables **faster stock availability** for putaway
- Reduces **warehouse bottlenecks**
- Improves **receiving throughput**
- Allows **parallel handling** of partially received shipments

## 📄 Receipt Tab – General Receipt Information

Use this tab to view and filter **receipt headers** – representing each inbound shipment.

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image.png)

The **Receipt Tab** displays a list of inbound shipments and general receipt details. It shows ownership and quantity data for each receipt.

### 🔎 Searchable Fields:

- Receipt ID Type
- Expected Receipt Date (From / To)
- Leading Status / Trailing Status
- Company
- Warehouse
- Item Code

Once you have entered all the information, you need to find your results click on the search button![search button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/search%20button.png) to continue.

![general receipt info search results](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1663152595091.png)

### 🧾 Column Headers:

- Receipt Number
- Company Code
- Warehouse Code
- Receipt Date
- Source ID / Source Address / City / Zip
- Country Name
- Description
- Trailing Status
- Total Lines / Open Lines
- Open Containers

If you want to refine your search, click on the **search icon**![search icon](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/search%20icon.png) and enter the fields required.

### 

## 📦 Receipt Detail Tab – Item-Level Information

Search here for detailed **item-level records** within each receipt..

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image(1).png)

### 🧠 Example Use Case:

> *Filter by Item Code to find all receipts containing a specific item.*

### 🔎 Searchable Fields:

- Item Description
- Company
- Quantity
- Created From Date / To Date

Once you have selected and entered the required fields, click on the submit button![submit button(1)](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/submit%20button(1).png) to add.

![reciept detail search results](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1663154327085.png)

### 🧾 Column Headers:

- Receipt Number
- Item Code / Description
- Company Code
- Quantity / Open Quantity
- Locating Rule
- Receipt Date
- Created At / Updated At

If you want to refine your search, click on the search icon![search icon](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/search%20icon.png) and enter the required fields.

## 📥 Receipt Container Tab – Container-Level Info

This tab provides data related to **containers** associated with receipt items.

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image(2).png)

### 🧠 Example Use Case:

> *Find all containers related to a specific receipt.*

### 🧾 Column Headers:

- Container Number
- Receipt Number
- Item Code
- Company Code
- Quantity
- Status
- Location Code
- Batch Number
- Container Type
- Created At / Updated At

Use the search icon to input or update your filters as needed.

---

## 

## ➕ Adding Receipts

### 🗂️ Method 1: Import via CSV

**CSV Format Must Include:**

| Header | Description |
| --- | --- |
| Receipt Number | Unique ID for the receipt |
| Source ID / Source Address | Supplier or origin |
| Item Code | Item identifier |
| Quantity | Number of units |
| Country | Country of origin |
| Locating Rule | e.g., Global Rule |

📄 *Example:*

```plaintext
PO1234789, CAN7, Canary7, GU1D3-123, 20, UK, Global Rule
```

Here is the .csv template for Download

[receipt import template (2).csv](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/receipt%20import%20template%20(2).csv)

### Importing the CSV

Within Receipt Enquiry, click on the Red Action Button ![red action button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/red%20action%20button.png) this will bring up a drop-down menu and select "Import CSV".

![2 import csv](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/2%20import%20csv.png)

### Choosing File

Choose your `.csv` file![3 choose file](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/3%20choose%20file.png)

This will now prompt File Explorer or Finder, simply locate your file and click "Open"

![4 open file](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/4%20open%20file.png)

### Input the Remaining data

![5 input other data](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/5%20input%20other%20data.png)

1. Select the Warehouse
2. Select the Company

Once satisfied, click on the Submit button ![submit button(1)](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/submit%20button(1).png)to upload your receipts.

### 📝 Method 2: Manual Entry

Click on the Red Action Button![red action button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/red%20action%20button.png), this will bring up a drop-down menu, and select "Add"

![1. add receipt](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/1.%20add%20receipt.png)

### Input Mandatory Fields

![receipt mandatory fields](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/receipt%20mandatory%20fields.png)

Enter **Mandatory Fields**:

- Receipt Number
- Receipt Type ID
- Expected Receipt Date
- Company
- Warehouse
- Country

Once you are satisfied now, click the add items button ![add items](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/add%20items.png) to continue.

### Adding items to the Receipt

With the receipt now created, it will prompt you to add the item to this receipt within the items tab click on the red action button ![red action button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/red%20action%20button.png)and select "add".

![2. add items](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/2.%20add%20items.png)

### Input Mandatory Item fields

![3. Add items mandatory fields](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/3.%20Add%20items%20mandatory%20fields.png)

Enter or Select the fields shown, and once satisfied, click the apply button ![apply](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/apply.png) to attach the item to the receipt.

Your receipt is now completed; all the data you have entered for a receipt can be edited in the future.

Once you have selected and entered the required fields, click on the submit button![submit button(1)](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/submit%20button(1).png) to add.

## 📹 Video Tutorial – How to Create a Receipt

### [Video](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/How%20to%20create%20a%20Receipt.mp4)