Receipt Enquiry

Understanding Receipt Enquiry

What is Receipt Enquiry

Receipt Enquiry is a Canary7 (C7) feature that provides a centralised interface for accessing, managing, and tracking receipts. It improves visibility and control over incoming goods, supporting a more efficient and accurate receiving process.

Key Functions

• View Receipt Details – Instantly access key information such as receipt numbers, supplier details, item quantities, and statuses.

• Edit Receipt Data – Update or correct receipt records to ensure data accuracy.

• Add New Receipts – Record and manage new inbound shipments in the system.

• Track Receipts – Monitor the progress of goods through the receiving process.

• Resolve Discrepancies – Identify and resolve mismatches such as quantity variances or missing items.

This feature enhances the goods-in process, helping minimise errors and streamline warehouse operations.

Accessing Receipt Enquiry

• Go to the Navigation Menu (top-left corner of the screen).

• Type "Receipt Enquiry" in the search bar and click on it.

• Or navigate to Inbound > Receipt Enquiry.

Finding General Receipt information

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

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

Column Headers:

Use the horizontal scroll bar to view all columns.

• 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 refine your search, click on the search icon and enter the fields required.

Finding Receipt Detail information

To find information relevant to  Receipt Detail (the list of items that comprise each receipt), you can search in the Receipt Detail tab.

Example Use Case:

To view how many receipts contain a specific item, filter using the item code.

Searchable Fields:

• Item Description

• Company

• Quantity

• Created From Date

• Created To Date

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 and enter the required fields.

Finding Receipt Container Information

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

Column Headers:

• Receipt Number

• Item Code

• Description

• Company Code

• Quantity

• Open Quantity

• Locating Rule

• Receipt Date

• Created At

• Updated At

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

Receipt Container Tab: Container-Level Information

This tab displays container-specific data for receipts.

Example Use Case:

See which containers are associated with a particular receipt.

Searchable Fields:

• Container Number

• Receipt Number

• Item

• Company

• Quantity

• Status

• To Location

• Batch Number

• Container Type

Column Headers:

• Container Number

• Receipt Number

• Item Code

• Company Code

• Quantity

• Status

• Location Code

• Batch Number

• Container Type

• Created At

• Updated At

If you want to refine your search, click on the search icon and enter the required fields.

Adding Receipts

Method 1: 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.

Method 2: Adding a Receipt Manually via User Input

Input Mandatory Fields

Input the mandatory fields:

• Receipt Number

• Receipt Type ID

• Expected Receipt Date

• Company

• Warehouse

• Country

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.

Video Tutorial - How to create a Receipt