There are a number of documents available to generate and attach to your receipts from the Find Receipts page. If you have a custom report set up in the system, it will appear in the same drop-down as the 'Default' template for certain document options.
This article reviews each option available in the Documents menu. Note that you can also access the Documents menu while editing a receipt, but these guidelines review the experience while on the Find Receipts page.
If you are working toward becoming a paperless warehouse, we recommend digital sharing of these documents when possible.
Skip Ahead: Use the following links to skip to the relevant guidelines below.
To access the Documents menu, navigate to Receipts > Find Receipts > Documents. This will open a sub-menu of document options to generate for one or more selected receipt(s). Continue reading below to learn more about each one.
If you hover over a greyed out option, a message will display at the top of the page that explains why it is unavailable for selection.
If you need to attach relevant files to a receipt, such as driver documents or photos of received inventory, you can do so from here. The maximum file size is 8MB.
If this is not an available option in your Documents menu and you are interested in utilizing this feature, please contact your CSM to add this premium feature to your account.
Select a receipt, then click Documents > Attach Files to open the Attach Files dialog box.
To attach a file, click Browse, double-click on the relevant file, then click Attach. A confirmation message will appear, and the attached file will populate in the grid. Repeat for each file relevant to the selected receipt.
If you need to remove an attached file, select one or more files from the grid, then click Remove Files. A confirmation message will appear, and the 'Status, 'Removed By', and 'Removed Date' grid columns will populate with the appropriate data.
Once you have attached all necessary files to the receipt, click Done to exit.
If you want to generate a View Transaction Report for one or more receipts, you can do so directly on the Find Receipts page. To generate, select one or more receipts, then click Documents > Transaction Record. The report(s) will open in PDF format in a new tab of your browser.
If you received a movable unit (MU) and chose for the system to assign an MU label, or you need to re-print an existing MU label, you can print the label out from the Find Receipts page.
Select the relevant receipt from the Find Receipts grid, then select Documents > MU Label. The label will generate as a PDF in a new browser tab for you to print and attach to the MU.
A receipt ticket, also known as a Receive Summary Ticket, contains a summary of received items, their attributes, putaway locations, and additional transactional notes. To generate a receipt ticket, select a receipt from the grid, then click Documents > Receipt Ticket. The report will open in PDF format in a new tab of your browser.