The list of warehouse receipt documents can be opened:

• From the Start view → Warehouse section → [Warehouse Receipts] button
• From the side menu → [Warehouse] tile → [Delivery Receipts] button

The list of warehouse receipt documents contains documents to be received:

• WM- – sent from an external warehouse unavailable on the mPOS workstation
• PO – issued in the ERP system for the mPOS warehouse
• POR – generated from PO documents on the mPOS workstation

The list of warehouse receipt documents is divided into two switchable tabs:

• Active – includes WM- and PO documents to be processed
• Completed – includes processed documents

The top right corner contains the filter and search icons; their settings determine what results are displayed on both tabs.

Filters

Filters allow you to narrow the list of documents displayed in the list of warehouse receipts. You can filter the list by:

• Expected Delivery Date: Newest first
• Expected Delivery Date: Oldest first
• Date of Issue: Newest first
• Date of Issue: Oldest first
• Status – available options include:
  • Canceled
  • Confirmed
  • Unconfirmed
  • Confirmed Quantity Total
  • Pending
  • Completed
  • Closed
• Expected Delivery Date (as a date range)
• Date of Issue (as a date range)
• Document Type:
  • All
  • WM-
  • PO
  • POR
• Target Warehouse
• Vendor

To cancel filtering, select the [Clear Filters] button in the top right corner. The [Show Results] at the bottom of the view allows you to confirm the selected filters and narrow the list of displayed warehouses according to them.

Receiving a PO document

A purchase order (PO) is a trade document containing items or services ordered from vendors/sellers. A purchase order receipt (POR) is a document confirming the receipt of items from a vendor into stock under certain purchase conditions. It results in an increase in the quantity of resources in stock.

The list of PO and POR documents is available as part of the list of warehouse receipts.

In the list of warehouse receipts, you can:

• Take receipt of a purchase order using the [Take Receipt] button
• Preview PO document items using the [Preview] button
• Open document details selecting the Details tab

The main document view displays the PO Receipt Status section with the following expandable subsections:

• New Document – shows the overall quantity of items added to the purchase order

• Delivery Receipt – shows the summary of received items:
  • Expected – the quantity of PO document items awaiting receipt
  • Missing – a missing item quantity
  • Unexpected Received – an additional item quantity added to the PO document
  • Total Received – the total item quantity received so far

In the PO document preview, you can also switch to the Details tab, which presents the following information about a given document:

• Status
• Expected Date
• Target Warehouse
• Vendor – selecting a vendor in the PO document details opens a view with the following information:
  • Vendor details, including the full name and a loyalty card number
  • Phone number
  • E-mail
  • Zip code
  • City
  • Street
  • Street number
  • Apartment number
• PO Receipt Documents – shows all POR documents associated with the PO document and allows previewing them. The POR document view contains the following information:
  • Status
  • Received date
  • Order receipt summary, including:
    • Ordered items
    • Unexpected items
    • Rejected items
    • Total received items
  • Received items – you can press [More] to open the details of the item list

Receiving a PO document

The [Take Receipt] button opens the PO Receipt window, where you can:

• Change item quantities
• Scan received items
• Add new items

• Park a document to complete it later

After you confirm the warehouse receipt, the new POR document is registered and the status of the purchase order changes to Completed or, if not all the order items have been received, to Pending.

Simultaneous receipt of several purchase orders

In the list of warehouse receipts, you can find the [Receive Multiple Purchase Orders] button (if it has been activated on the POS Workstations tab of the POS center definition in Comarch ERP Standard).

The button allows you to take receipt of several purchase orders at once. After you select the [Receive Multiple Purchase Orders] button, the application displays the list of purchase orders where you can choose appropriate documents to generate the PO receipt document from.

To generate a single PO receipt associated with selected purchase orders, make sure the following properties are the same for those documents:

• Customer information
• Vendor information
• Target warehouse
• Transaction type
• VAT direction and aggregation method

After you select the [Take Receipt] button, the application opens a PO receipt window with all the items of the selected PO documents.

If the required properties of the purchase order documents, i.e. customer/vendor details, warehouse data, and transaction type, are not the same, several PO receipt documents will be generated. To generate the documents, you must first enable the parameter Accept purchase orders with different parameters in Comarch ERP Standard.

For instance, if you select the [Receive Multiple Purchase Orders] and choose PO documents with different vendors, they will be received simultaneously but two PO receipt documents will be created.

Receiving a WM- document

The Active tab of the Warehouse Receipts view contains WM- documents to be processed. This includes documents:

• Which have the Confirmed status
• Which are associated with a generated but canceled WM+ document
• Whose target warehouse is available for WM-/WM+ documents and is assigned to the mPOS workstation

After you select a document, the warehouse receipt view will be displayed. It is divided into two tabs:

• Take Receipt – displays the current receipt stage. Expanding individual stages allows you to display statistical details, such as the expected item quantity, missing items, or unexpected items.
• Details – displays document details (number of expected items, source and target warehouses, and expected date)

The bottom part of the view contains the following buttons:

• [Take Receipt] – starts document processing. If you edit a parked document, the button’s name changes to [Continue Delivery Receipt].
• [Preview] – displays the list of expected items. The Search field allows you to search for selected items.

After you select the [Take Receipt] button, the application opens the list of expected items to be received. Here, you can select an appropriate item and enter its quantity that you want to receive in stock.

The top right corner of the view contains the following buttons:

• [Plus] button – adds an item not included in the list of expected items. Items added in this way can be removed from the warehouse receipt list.
• [More] button – it shows the [Receive All] button, which marks all the items as received in expected quantities. You will also be asked to confirm this selection.

At the bottom of the view, there is the receipt progress bar and the button:

• [Park] – it saves the document in the list of active documents. You can resume its completion at any time.

If you add an item that has not been originally included in the document or if the received quantities exceed the expected quantities, the application will display information about the extra items.

If the declared quantities are less than expected and you try to proceed to the next stage, the application will inform you that some items will be marked as missing.

Selecting [Next] displays the summary of the warehouse receipt:

• Shipped Items – the quantity of items declared as shipped
• Expected and Received Items – the received quantity of expected items
• Unexpected Items – items not included in the original list of document items
• Missing – the quantity of undelivered items (displayed if some items are missing)
• Received – the total quantity of received items

To confirm the warehouse receipt, press the [Confirm] button. You will then see a message confirming the receipt of the delivery. The warehouse movement document will be displayed on the Completed tab.

If you open a completed document, you will see the editing view, similar to when you open an active document. In this case, however, all the stages will be completed and the bottom part of the view will contain the following buttons:

• [Preview] – allows you to preview received items and their quantities
• [Cancel Delivery Receipt] – allows you to cancel the document

Canceling a warehouse receipt

A confirmed warehouse receipt can be canceled on the Completed tab. To do so, select an appropriate document and choose the option [Cancel Delivery Receipt] in the document preview. Next, confirm the cancellation in the displayed window.