Creating Vendor Receipts in AcuityLogic POS

To create vendor receipts

  1. Open the Vendor Receipt window. See Opening the Vendor Receipt Window in AcuityLogic POS.
  2. Click Add Receipt.
  3. From the Item Type drop-down list, select Frame or Accessory.
  4. From the Vendor drop-down list, select the vendor for the receipt.
  5. In the Description field, enter a description for the vendor receipt if necessary.
  6. In the Vendor Reference # field, enter the reference number from the vendor if necessary.
  7. In the Invoice Date field, enter or select the invoice date if necessary.
  8. In the Freight Charges field, enter the shipping charges for the item.
  9. Click the Insert icon () to create the vendor receipt.
  10. Add items to the vendor receipt using one of the following methods:
    • Click Scan, click inside the Item #, UPC Code, or Model # fields in the Vendor Receipt Scan window, scan the item using a bar code scanner, and click Add to add the item to the receipt. Click Save after scanning all the items to close the Vendor Receipt Scan window. Leave the check box in the Update Cost column selected for an item to update the vendor cost for the item in AcuityLogic Admin.
    • Click Pull From PO, select the check boxes for the orders you want to add in the Pull From PO window, and click Add Details. Leave the check box in the Update Cost column selected for an item to update the vendor cost for the item in AcuityLogic Admin. Click Copy to Receipt after adding the receipt details to close the Pull From PO window.
    • Click Add Detail and click the Lookup icon and use the search criteria on the Stock Item Search window; or click inside the UPC Code field and scan the bar code for an item you have in stock using a bar code scanner. Type the item quantity in the Receipt Quantity field, and click the OK icon (). Leave the Update Vendor Cost check box selected for an item to update the vendor cost for the item in AcuityLogic Admin.

    Repeat to add additional items to the vendor receipt.

  11. Do one of the following:
    • To print the document, click the Print icon and click OK in the dialog box the opens to update the status to Saved.

      The document opens in PDF format.

    • To export the document in CSV format, click the Export icon and click OK in the dialog box the opens to update the status to Saved.

      The document is exported in CSV format to your default download folder. You can open the document in Excel, where the headers and data are displayed in tabular, not CSV, format.

    You can edit or delete a vendor receipt before you print or export it. Click the Edit icon to edit the vendor receipt, or click the Delete icon to delete the vendor receipt.

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