# Receipts

<mark style="color:blue;">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.</mark>



**1. Access the Purchase Order**

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

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FvsK3d1JYVGbOkoPZYXQ6%2Fimage.png?alt=media&#x26;token=478426b0-e109-4132-b052-e4b9b3ee1c25" alt=""><figcaption></figcaption></figure>



**2. Create a Receipt - Statuses**

{% hint style="info" %}
_**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._
{% endhint %}

* Within the purchase order, scroll down to find the **Receipts** section.&#x20;
* Click the **New receipt** button or **Receive products**.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fe6jDOFPfOnxEdk7O2z7P%2Fimage.png?alt=media&#x26;token=442e904e-7cb3-4203-8497-7f00b2848f0a" alt=""><figcaption></figcaption></figure>

* This will open up a new purchase order receipt with all your unreceived items:

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FpJNIPtjzjPnvrPOaIY4G%2Fimage.png?alt=media&#x26;token=85f0ee9b-07c1-4bee-8c76-b5be7a3cb31d" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fs9NiJzIxyaQWVnkHWxOk%2Fimage.png?alt=media&#x26;token=686eba99-36fa-497c-874c-dda1394e1e08" alt=""><figcaption></figcaption></figure>

* A **Draft** status creates a draft receipt. **Archived** and **Completed** status cannot be changed.

**3. Create a Receipt - Updating the quantities**&#x20;

* Update the received quantities by selecting the product and counting the items delivered, or entering the serials.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FYjrbwjAt3Y4D3V9v6qOX%2Fimage.png?alt=media&#x26;token=49915cd2-cafa-4701-9a12-cb6571ffe700" alt=""><figcaption></figcaption></figure>

* You can manually adjust the amount received by clicking the **- or +** buttons. Or if you received all items, simply click the **Max** button.&#x20;
* Repeat this process for the rest of your items.
* Your purchase order will be updated to reflect the items that have been received.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F4mK1LdgdDa36hgmqT4z7%2Fimage.png?alt=media&#x26;token=8e5093c1-f168-4404-96de-324a95a63412" alt=""><figcaption></figcaption></figure>



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

{% hint style="info" %}
_**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._
{% endhint %}

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

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FwJUFQcBnOf6ujr9XBkrT%2Fimage.png?alt=media&#x26;token=cdc33a07-30b5-4074-b82c-d14d2583924a" alt=""><figcaption></figcaption></figure>

* You can create a new receipt or update your existing one.&#x20;

<mark style="color:green;">Example: Creating a new receipt</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FdODqGv2WZuJy9NrjCHpn%2Fimage.png?alt=media&#x26;token=45475670-f1a1-41cd-b1f9-6512a0927626" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F4fAqJnf5Q44wwLhIUHye%2Fimage.png?alt=media&#x26;token=11f0000e-5cc8-4c0f-83c9-8b57419889be" alt=""><figcaption></figcaption></figure>

* After verifying your quantities, click **Create receipt**.
* Your purchase order will be updated to reflect the items that have been received.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FNUunzNWQNnqoMGtgyHKV%2Fimage.png?alt=media&#x26;token=31b8c8ba-5ad2-45be-b614-14706a872875" alt=""><figcaption></figcaption></figure>

