Receipts

The item receipts feature helps track incoming inventory by enabling merchants to confirm and document received items from vendors. As products arrive, merchants can update quantities, mark items as "received," and record delivery dates. This feature supports partial shipments, provides status options (like draft or received), and ensures real-time inventory accuracy for efficient stock management.

1. Access the Purchase Order

• Once you’ve received all or some items from your vendor, open the associated purchase order in WorkMate.

Example: PO-#19

2. Create a Receipt - Statuses

Tip: Once you receive your products (whether it's the entire purchase order or just a portion of it), you can create a receipt for the received items. This helps you keep an organized record and track everything effectively.

• Within the purchase order, scroll down to find the Receipts section.

• Click the New receipt button or Receive products.

• Select a status of either Draft, Archived, or Completed.

• A Draft status creates a draft receipt, and Completed status cannot be changed.

3. Create a Receipt - Updating the quantities

• Update the received quantities by selecting the product and counting the items delivered.

Example: The Collection Snowboard: Hydrogen

• You can manually adjust the amount received by clicking the - or + buttons. Or if you received all items, simply click the Max button.

• Repeat this process for the rest of your items.

• Your purchase order will be updated to reflect the items that have been received.

• Click Create receipt.

• Your purchase order will be updated to reflect the items that have been received.

4. Create an additional receipt for an updated order (Optional)

Tip: If you initially received only part of your purchase order and later receive the remaining items, you can create a separate receipt to document the newly received items.

• Return to the PO you received the remaining items for.

Example: PO-#19

• You can create a new receipt or update your existing one.

Example: Creating a new receipt

• When you create a new receipt, only the items that have not yet been received will be displayed.

• After verifying your quantities, click Create receipt.

• Your purchase order will be updated to reflect the items that have been received.