Create Receipts

This guide outlines the steps to create a receipt against a purchase order in ION

Step 1: Start Creating a Receipt 0:00

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• Open the ION system.

• Navigate to the receipt creation section.

• Click on 'Create Receipt'.

Step 2: Select Purchase Order 0:14

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• From the list of available purchase orders, select the one you wish to receive against.

Step 3: Choose Line Items 0:28

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• Review the line items associated with the selected purchase order.

• Decide if you need to split the quantity into bags (e.g., bags of 500).

• If splitting, enter the desired quantity for each bag.

Step 4: Add Additional Information 0:37

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• Fill in any other required information related to the receipt.

Step 5: Set Location and Quantity 0:55

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• Specify the location where the items will be received.

Setting the receiving location will not immediately update the inventory locations. Instead, it will update the selected received inventory once the Create Receipt button is clicked. Once the Create Receipt button is selected, ION will set all of the selected inventory's location to the receiving location and then will create the receipt.

• Adjust the receiving quantity as necessary.

Step 6: Create the Receipt 0:55

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• Once all information is entered, click on 'Create Receipt' to finalize the process.

Cautionary Notes

• Ensure that all quantities and locations are accurate before finalizing the receipt.

• Double-check the selected purchase order to avoid errors in processing.

Tips for Efficiency

• Familiarize yourself with the layout of the ION system to navigate quickly.

• Use keyboard shortcuts where available to speed up the process.

• Keep a checklist of common errors to avoid during receipt creation.

Link to Loom

https://loom.com/share/a55ae933611f46ec886747d36ffb39c1