Understanding Purchase Receipts

1. Overview

   

   The purchase receipt process involves recording all received goods, whether inventory or assets, into Resto iQ. This step occurs after the creation and approval of a Purchase Order and coincides with the actual receipt of the goods.

    

    

   Navigation

   

   1. Switch view (transaction info vs item info)
      Use this feature to switch the information displayed on the main table from transaction information to item information. This is useful when using the table to display the items ordered rather than the pertinent transaction information.
      
      
   2. Table headers
      The main table will display the following information (transaction information)
      - Purchase Receipt Number
      - Location
      - PO Number
      - Supplier
      - Received Date
      - Note
      - Total Value
      
      The main table will display the following information (item information)
      - SKU
      - Name
      - Supplier
      - Received by
      - Date
      - PC Number (Purchase Receipt Number)
      - PO Number (Purchase Order Number)
      - Ordered
      - Received
      - Unit
      
      
   3. Controls
      Users may use the following controls.
      - Receive: this is the primary way of creating Purchase Receipts in Resto iQ.
      - Export: export the currently displayed information (on the main table) to an Excel (.xls) file.
      - Filter: manipulate the data displayed by filtering to help narrow down the data.
      
      
   4. Actions
      
      - View: expand and display more information about the item selected.
      - Modify DR: modify 
      - Delete