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.

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

  It is a list of what items have been sent to the warehouse, it has the detail of ownership and quantity included.

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

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 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.

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

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 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.

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

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 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 this 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.

Here is the .csv template for Download 

Importing the CSV

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

Choosing File

The next step is to click on "Choose File"

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

Input the Remaining data

1. Select the Warehouse 
2. Select the Company

Once satisfied, click on the Submit button 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

Input 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  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 and select "add".

Input Mandatory Item fields 

Enter or Select the fields shown, and once satisfied, click the apply button  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.