To create a receipt from the Receiving screen, click New Receipt in the upper right-hand corner of the screen.
Select a vendor from the Vendor dropdown to start creating your purchase receipt.
Give your purchase receipt a description in the Description field, then add line items to your purchase receipt in the Line Items tab. Don't forget to select a location for your inventory.
To assign serial/lot numbers to a serial/lot tracked line, first select the item, then click the eye icon in the Qty column to enter the serial/lot numbers (hover the cursor over the Qty cell to reveal the eye icon).
The Receiving Assignment drawer will appear. Enter your serial/lot information into this drawer and click Done to close the drawer.
For a quick view of current discount and shipping amounts on your purchase receipt, reference the relevant data field at the bottom of the screen.
To spread the amount in the Shipping Amount field or the Discount Amount field evenly into the unit costs of each item on the purchase receipt, check the corresponding box on the right-hand side of the document header.
The Spread Cost Supported field on the Item card controls which items can have cost spread when the box is checked on the receipt. This field must be checked or unchecked prior to creating the receipt. If the field is updated after that item is on a receipt, you can either void the receipt and create a new one or delete the item and add it back to the receipt.
If you need to pay a separate vendor for shipping when processing a purchase order, select that vendor from the Freight Vendor dropdown.
Selecting a freight vendor will create a separate vendor bill in QuickBooks Online that is only associated with the cost of shipping. This will allow you to separate your payments to your item vendor for the items purchased from your freight vendor for the cost of freight.
When you're finished filling out your purchase receipt, click the Post Document button in the upper-right hand corner of the screen.
Choose a post date from the Post Receipt window and click Post to post the purchase receipt.
Once you’ve opened the Receiving module, you will see a grid displaying your existing receipts.
There are several ways to search for a receipt. Before you begin your search, though, decide whether or not you want voided or posted receipts to be displayed in your search results. Check the boxes just to the right of the search bar accordingly.
To search for a specific receipt by number, simply type the number (or partial number, if you don’t know the exact number) into the search bar located just above your grid.
You can also search each column in your grid. To reveal the auto filter row for your columns, click the gray ellipses found just below the column headers.
Enter your search criteria into whichever auto filter row is most useful for your particular search.
Certain receiving columns, such as Transaction Date, also offer dropdown options in the auto filter row.
If the column you’d like to search is not visible in your grid, click the Columns button in the upper right-hand side of the screen.
Clicking this button reveals the Edit Columns drawer. Check the boxes for columns you want visible and uncheck the boxes for those you’d rather not see.
The Reset Columns button in the Edit Columns drawer will restore your grid to its default view, and the Clear Column Filters button will clear any search criteria you have currently entered into the auto filter row.
To receive a purchase order, click Receive Purchase Order in the upper right-hand corner of the screen.
Select the vendor and purchase order from the dropdowns in the pop-up window that appears, then click Receive.
SalesPad Cloud will generate a purchase receipt for the purchase order. Modify the purchase receipt if necessary. If you want to have multiple purchase orders on the receipt, simply click the Receive Purchase Order button again to add another purchase order to your purchase receipt.
Click Post to post the purchase receipt.
The purchase order is not considered received until the receipt is posted. You can void the receipt and start over if needed. Once the purchase order is fully received, it will automatically become read-only and marked as Posted.
To create a receipt from a purchase order, open the purchase order and click Receive Purchase Order in the upper right-hand corner of the screen.
Confirm that you want to receive the purchase order in the window that appears.
You will be redirected to the purchase receipt. For more information on purchase orders, please review our Purchases documentation.
Note: If you use dropship purchase orders, you can receive them to create the vendor bill in QuickBooks Online. Receiving a dropship purchase order will not increase your inventory. There is a dropship account setting in the Inventory section of your SalesPad Cloud System Settings that will be affected by receiving a dropship purchase order.
By default, vendor bills are automatically generated when a receipt is posted in SalesPad Cloud. It may be more convenient for you, though, to wait to generate the vendor bill, or to combine multiple receipts into a single vendor bill. For instance, if you receive multiple shipments from a certain vendor per month, but the vendor only sends you one invoice at the end of the month, you might prefer to only send one bill combining all receipts once you've received that invoice.
If you prefer to create vendor bills separately, there are a couple options to choose from.
To start, navigate to System Settings and find the Automatically Generate Vendor Bill setting, located in the QuickBooks Online Import Settings section. Choose the Never or Prompt option if you don't want a vendor bill to be automatically generated whenever you post a receipt. The Prompt option will give you the opportunity to create a vendor bill when a receipt is posted via a pop-up, and the Never option has no pop-up associated with it.
Note: Make sure you select an account for the Default Purchase Clearing Account setting in System Settings (found under Company Settings) to use for the separately generated vendor bills.
Receipts that have been posted but haven't had a vendor bill generated for them yet are labeled with a "Received" status in the Receiving grid. To generate a vendor bill from a posted receipt, either open the receipt and click Generate Vendor Bill in the upper right-hand corner of the receipt, or select the receipt from the Receiving grid and select the Generate Vendor Bill option from the More Actions dropdown.
You can also generate a single vendor bill for multiple receipts by selecting the those receipts from the Receiving grid and using the More Actions dropdown option.
For a complete summary of QuickBooks Online integration details, click here.
In SalesPad Cloud, there are two types of purchasing transactions: purchase orders and purchase receipts. SalesPad will only send posted purchase receipts to QuickBooks Online, which will show up as a vendor bill. Purchase orders will never sync to QuickBooks Online. The vendor bill will show the account lines but will not populate the item lines. The account lines will be based on each line item received, using the asset account specified either on the item master or in the company setup. The description of each line will show the item received, the quantity received, the unit cost, and the unit of measure used for that line on the receipt.