Applications › Warehouse
Overview
Use the Receiving Shipment form to record that goods have been received against a related order. Warehouse and purchasing users complete this form when a shipment arrives, identifying the related order, the person who received it, the receipt date, and any supporting files.
Workflow
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Open Warehouse, then select Goods Receipt Note to work with receiving shipment records.
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Create or open the receiving shipment form and enter the receipt details. Complete Related order no. with the applicable order reference, then enter Recieved by and Recieved on.
Note: Enter the related order number carefully so that the receipt can be associated with the correct order.
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Decide whether supporting documentation is required.
- To add a document, select Attach, then use Select to choose a file, or drag the file to or Drop a file here. Select Ok when finished.
- If no supporting file is needed, continue to save the receipt.
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Decide whether to continue working on the record or finish it.
- Select Save to retain the receipt and remain on the form.
- Select Save and Close to retain the receipt and return from the form.
Tip: Use Save when you need to review the entered receipt details before leaving the record. Use Save and Close when the receipt is complete.
Examples
A warehouse employee receives a delivery for purchase order PO-10482.
- In Warehouse, the employee opens Goods Receipt Note and starts a receiving shipment record.
- In Related order no., the employee enters
PO-10482. - In Recieved by, the employee enters
Jordan Lee. - In Recieved on, the employee enters
15 August 2026. - The employee selects Attach, uses Select to add the supplier delivery note
DN-7781.pdf, and selects Ok. - Because all receipt details are complete, the employee selects Save and Close.
The receiving shipment record is saved with its related order reference, receipt details, and delivery-note attachment.
Tips
Tip: Attach delivery notes, supplier packing lists, or other receipt evidence when these documents are available.
Warning: Review Related order no. before saving. An incorrect order reference can make it difficult to locate the correct receipt later.
Note: Select Tickets only when you need to work with the ticket-related action available from the receiving shipment form.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| The receipt was saved, but you need to add more information. | Save and Close was selected. | Reopen the receiving shipment record, add the required details, and select Save or Save and Close. |
| A supporting document is not attached to the receipt. | A file was not selected or dropped into the attachment area. | Select Attach, use Select or or Drop a file here, then select Ok. |
| The receipt is linked to the wrong order. | An incorrect value was entered in Related order no.. | Open the record, correct Related order no., and save the record again. |
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