Goods Receipt card, files, Excel, and settings

Goods Receipt card, files, and Excel

On the card, you will find the supplier, warehouse, Order, contract, dates, assignees, Invoices data, Items quantities, prices, the total amount, and a comment. You can view the attached supplier document in the Files area.

The Excel action generates a receipt document containing data on the organization, warehouse, supplier, and Items. The document language can be selected based on the supplier card. Before processing the file, please verify the quantities, prices, VAT, and currency.

Attachments for selected Goods Receipts items can be downloaded as a single archive, provided this feature is enabled. Exported files may contain commercial data; please handle and store them in accordance with your organization's policies.

Goods Receipts settings and permissions

The administrator manages the Goods Receipt series and numbering, visible and mandatory fields, custom fields, warehouses, accounting codes, the creation of new Items, and the editing of Opportunities within a confirmed document. Permissions for viewing, creating, editing, deleting, and exporting are set individually. A separate permission applies to purchase prices. Document visibility may also be restricted based on the responsible parties and the organization.

This feature is part of the "Maximum" plan. Fields related to email and accounting integrations are displayed only when the specific integration is enabled for your organization.

Related articles

• Goods Receipt Items, statuses and warehouse balances
• Creating Goods Receipt manually or from Order