Receipt Enquiry
  • 23 Oct 2022
  • 4 Minutes to read

Receipt Enquiry


Understanding Receipt Enquiry

What is Receipt Enquiry

It is the menu used by the user (often a warehouse manager) to access, view, add or edit information relevant to receipts used within Canary7.

Accessing Receipt Enquiry

Within the Navigation menu, click on the search bar, type ''Receipt Enquiry'' and click "Receipt Enquiry". Receipt Enquiry is also in Receiving > Receipt Enquiry.

Finding General Receipt information

You can search in the Receipt tab to find general information relevant to Receipts.

searching for general receipt information

In this example, I have selected a company to get relevant information on their receipts.

This is what searchable fields within the Receipt Tab:

  •   Receipt Num
  • Receipt Id Type
    • Purchase Order 
    • Customer Return
  • Start Date
  • End Date
  • Company
  • Warehoused
  • Item Code

Once you have entered all the information, you need to find your results click on the search buttonsearch button to continue.


general receipt info search results

This will only have some of the columns in view to see the rest simply drag the horizontal scroll bar. Here is a list of what headers you scroll between to view the information.

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

If you want to go back and input more information, click on the search iconsearch icon and enter whatever data you need to refine your search.

Finding Receipt Detail information

To find information relevant to  Receipt Detail, you can search in the Receipt Detail tab.

receipt detail searching information

In this example, I want to see how many receipts there are for a particular item.

This is what searchable fields there are within the receipt detail tab:

  •  Receipt Num
  •  Item
  • Item Description
  • Company
  • Quantity
  • Created From Date
  • Created To Date

Once you have selected and entered the required fields, click on the submit buttonsubmit button(1) to add.

reciept detail search results

This will only have some of the columns in view to see the rest, simply drag the horizontal scroll bar. Here is a list of what headers you scroll between to view the information. 

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

If you want to go back and input more information, click on the search iconsearch icon and enter whatever data you need to refine your search.

Finding Receipt Container Information

The receipt container tab is used for finding container-specific information on receipts.

reciept container search

In this example, I want to see what containers are relevant to a receipt.

The searchable fields are:

  • Container Number
  • Receipt Number
  • Item
  • Company
  • Quantity
  • Status
  • To Location
  • Batch Number
  • Container Type

Once you have entered all the information, you need to find your results click on the search buttonsearch button to continue.

receipt container results

This will only have some of the columns in view to see the rest, simply drag the horizontal scroll bar. Here is a list of what headers you scroll between to view the information.

  • Container Number
  • Receipt Number
  • Item Code
  • Company Code
  • Quantity
  • Status
  • Location Code
  • Batch Number
  • Container Type
  • Created at Updated At 

If you want to go back and input more information, click on the search iconsearch icon and enter whatever data you need to refine your search.

Before adding receipts

Go to the Navigation Menu. If not already opened, click on thisNavigation menu on the top left of the screen. In the search bar, search for Receipt Enquiry and click on it.

Note: Before adding receipts, ensure that the items have been added to the system.

Adding an Item

Adding a Receipt via import CSV

If starting this from scratch, ensure your .csv file is in the correct format.

HeaderReceipt NumberSource IDSource AddressItemQuantityCountryLocating
DescriptionUsed to IdentifySupplier RefShows the name of the supplierItem codeNumber of itemsCountry of originmethod of locating
ExamplePO1234789CAN7Canary7GU1D3-12320UKGlobal Rule

Here is the .csv template for Download 

Importing the CSV

Within Receipt Enquiry, click on the Red Action Button red action button this will bring up a drop-down menu and select "Import CSV".

2 import csv

Choosing File

The next step is to click on "Choose File"3 choose file

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

4 open file

Input the Remaining data

5 input other data

  1. Select the Warehouse 
  2. Select the Company

Once satisfied, click on the Submit button submit button(1)to upload your receipts.

If any errors occur, it is most likely due to Items not being correctly set up. 

Adding a Receipt via User Input

Click on the Red Action Buttonred action button, this will bring up a drop-down menu, and select "Add"

1. add receipt

Input Mandatory Fields

receipt mandatory fields

Enter or Select the following:

  1. Receipt Number
  2. Receipt Type ID
  3. Expected Receipt Date
  4. Company
  5. Warehouse
  6. Country

The other fields are not mandatory for Canary7, but we recommend that you still input the relevant data, which is good for good organisation.

Once you are satisfied now, click the add items button add items 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 buttonand select "add".

2. add items

Input Mandatory Item fields 

3. Add items mandatory fields

Enter or Select the fields shown, and once satisfied, click the apply button apply 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 buttonsubmit button(1) to add.



Was this article helpful?

What's Next