Goods Receipt Management Screen

Once the GOODS RECEIPT Module has been activated for the desired users, they may use the Goods Receipt Management Dashboard to view and manage goods receipts.

Activate the Goods Receipt Management Dashboard

Admins with appropriate permissions may control user access to the Goods Receipt Management Dashboard via the Access Permissions admin screen.

1. In the Admin menu, click SECURITY > ACCESS PERMISSIONS.

2. Click the POLICIES tab, select the appropriate policy, and click EDIT.

3. In the Permissions section, under Goods Receipt, find the GR Management section and check GR Management.

Use the checkboxes next to individual actions to further specify what users may do on the Goods Receipt Management Dashboard.

4. Click SAVE.

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Access the Goods Receipt Management Dashboard

Click the MENU button in the upper left corner, then click GOODS RECEIPT MANAGEMENT.

Only users of wide-screen devices may access Goods Receipt Management; the menu item will not display on narrow-screen mobile devices.

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By default, you will see all goods receipts in the system. However, you may use the various search functions to narrow your results.

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Column Headers

Click a column header to sort the list of goods receipts by that criterion.

Vendor Name
(Vendor Type)
Receipt Number
Receiving Date
Receiver
PO
Invoice

Search Goods Receipts

Use the text box in the upper left to search for goods receipts by receipt number.

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Select ADVANCED SEARCH to search by PO Number, Invoice Number or Date Range. You may use the slider on the right to scroll through search options or the tabs on the left to automatically jump to the desired search option. Then click SEARCH.

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