A receipt has a different status depending on where it is in the receiving process. Each status is explained in sequence below.
After your receipt is saved for the first time, it is considered "Open" until you are finished editing and ready to mark the receipt as complete.
Customer users can only edit receipts when they are in an Open state.
Once the receipt is ready for processing, it is considered to be "Complete" and ready for you to Mark as Complete on the Edit Receipts page.
If a receipt comes through an API/EDI connection or an automated import, it will automatically be marked as complete.
Once a receipt is marked as complete, customer users cannot edit the receipt.
|Smart User Tip: With 3PL Warehouse Manager’s Custom Labels feature, you can modify the “Complete” status to a different term that better suits your unique operations. You can do so through Admin > Custom Labels.|
Once a receipt is unloaded and placed appropriately in your warehouse, the receipt is ready to be "Closed".
A receipt cannot be marked as closed if it contains zero line items or has been previously marked as closed.
- To close a single receipt, click Confirm Receipt on the Edit Receipts page. Confirm that the Arrival Date and charges are accurate, then click Confirm Receipt to receive a confirmation message.
If you select Auto-allocate to open orders, the inventory will automatically allocate to open or complete orders.
- To close multiple receipts for the same customer, select a receipt from the Find Receipts grid, using < Ctrl > or < Shift > on your keyboard to multi-select, then select Manage > Confirm receipt. The Confirm Receipt dialog box will display—review the Transport Information and Additional Charges, then click Confirm.
You can reopen a receipt if the associated inventory has not been allocated to an existing order. To reopen, you must select Manage > Reopen Receipt from the Find Receipts page.
(If the option is greyed out, that means inventory has already been allocated to an order and you must unallocate the inventory to reopen.)
To cancel a receipt, you must select Manage > Cancel Receipt from the Find Receipts page.
Canceling a receipt cannot be reversed and will completely remove the receipt from the system.
Customer users who are granted the "Cancel Receipts" permission are only able to do so if the receipt is still in an open state. Once a receipt is marked as complete, it must be canceled by a warehouse user.