Manage a goods receipt

On the receipt page, you check the supplier, date and received products. You can edit a Draft; a processed receipt with status Received is read-only. You need access to the administration and an active Billnado licence.

Document details

Field or setting	Meaning
Supplier	The supplier from whom you receive or order the goods.
VAT and address details	Show the selected customer or supplier’s details and cannot be edited directly here.
Receipt number	Identifies the document. This number is read-only.
Date	The date of the document.
Comment	An explanation accompanying the document.
Project	Links the entire document to a project.
Trade name	Determines the trade name in your administration under which you record the document.

The receipt number is assigned during processing. Supplier, date and lines are read-only after processing.

Product lines

Field or setting	Meaning
Product	The existing product for which you want to receive stock, or a free description.
Quantity	The quantity received. Use positive whole numbers for lines that create stock.
Unit price	The purchase price per received unit.
Total	The line value based on quantity and unit price.

Totals adds up the purchase values of the lines.

Additional line details

Open Additional details with Show to view the following fields.

Field or setting	Meaning
Serial number	Identifies the received items. Separate multiple serial numbers with commas and do not enter more numbers than the quantity received.
Warranty (months)	The warranty period recorded for these goods.
Unit	Clarifies the quantity, for example pieces or packages.
Project	Assigns this individual line to a project.
Comment	An explanation for this specific line.

Action	Effect
Add line	Adds a new line to the document.
Remove line	Removes a line. At least one line remains.

Only lines with an existing, active product create stock during processing. A free description without a product link does not create stock items. Warranty and serial numbers are copied to the received stock.

For a draft, Save saves the changed lines; Reset restores the saved data. At Received, the fields and line actions are no longer editable.

Process the goods receipt

Process goods receipt confirms the saved draft. Billnado assigns a number, sets the status to Received and creates a stock entry for each unit of a linked product. Afterwards, you can no longer change the supplier, date or lines, or delete the receipt as a draft.

Important: processing records the stock and makes the receipt read-only. Check products, whole quantities, purchase prices, warranty and serial numbers beforehand. A receipt can only be processed once.

Convert to a purchase invoice

Convert to purchase invoice works for a processed receipt with lines not yet invoiced. A default purchase journal must exist. Billnado creates a draft invoice containing these lines and links them to the new invoice. The receipt remains. The proposed VAT follows the supplier or administration.

Check the new invoice, add the supplier’s document number and confirm it when the content is correct. Receipt lines already invoiced are not included again.

Documents

Under Documents, you can view files in the list, download and upload them. An attachment may be up to 5 MB. Uploading happens immediately. An attachment can only be deleted while the receipt is a draft.

System information

Under System, Created and Last modified show the creation and modification dates. Both fields are read-only.

Delete

Delete at the bottom is only available for a draft and asks for confirmation.

Important: deletion is permanent. A processed receipt with stock cannot be deleted this way.

Related documentation

• View goods receipts
• Create a goods receipt
• Check and manage a purchase invoice