Creating Vendor Receipts in AcuityLogic DC

You can add vendor receipts in the Vendor Receipt window before using one of the methods to add items to the receipt.

1. Click Vendor and select Vendor Receipt.

   The Vendor Receipt window opens.

2. Click Add Receipt.
3. From the Item Type drop-down list, select Frame or Accessory.
4. From the Vendor drop-down list, select a vendor.
5. In the Description field, enter a description if necessary.
6. In the Vendor Reference # field, enter a vendor reference number 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 OK icon (green check mark) to create the vendor receipt.

You can use the pull from PO method to add items from a vendor order to a vendor receipt.

1. In the Vendor Receipt window, create a vendor receipt. See To create vendor receipts.
2. Click Pull From PO.

   The Pull From PO window opens.

3. Search for vendor orders using the Vendor Order # or Vendor Order Date drop-down lists.
4. To add an item, follow the process below:
   1. Update the vendor cost in the Cost column, if needed. If you want to also update the vendor cost in AcuityLogic Admin, leave the Update Cost check box selected.
   2. Update the quantity received in the Receipt Qty column, if needed. By default, the quantity in the Receipt Qty column matches the quantity in the Order Qty column.

      The Back Order Qty column updates automatically when you reduce the quantity in the Receipt Qty column.

   3. Enter or update the order reference number in the Reference # field, if needed.
   4. Update the office the item is for in the drop-down list in the Office column, if needed.
   5. Select the check box for the item.
5. Click Add Details to add the selected items to the vendor receipt details.
6. Repeat the process to add items to the vendor receipt details.
7. Click Copy to Receipt to add the items to the vendor receipt.

You can use the scan method to add items to a vendor receipt that were not on a vendor order.

1. In the Vendor Receipt window, create a vendor receipt. See To create vendor receipts.
2. Click Scan.

   The Scan Vendor Receipts window opens.

3. To add an item, follow the process below:
   1. Scan the UPC or item number barcode for the item or enter the information in the Item # or UPC Code fields and click Add.
   2. Update the vendor cost in the Cost column, if needed. If you want to also update the vendor cost in AcuityLogic Admin, leave the Update Cost check box selected.
   3. Update the quantity received in the Receipt Quantity column, if needed.
   4. Select the office the item is for in the drop-down list in the For Office column, if needed.
   5. Enter the order reference number in the Reference # field, if needed.
4. Repeat the process to add items.
5. Click Save to add the items to the vendor receipt.

You can use the add detail method to add items to a vendor receipt that were not on a vendor order.

1. In the Vendor Receipt window, create a vendor receipt. See To create vendor receipts.
2. To add an item, follow the process below:
   1. Click Add Detail.
   2. Click the Lookup icon to search for the item or click inside the UPC Code field and scan the barcode or enter the UPC code for the item. Depending on your configuration, the barcode represents the UPC or item number.

      AcuityLogic populates the item details.

   3. Update the vendor cost in the Cost field if necessary. To also update the vendor cost in AcuityLogic Admin, leave the Update Vendor Cost check box selected.
   4. Enter the quantity received in the Receipt Quantity field.
   5. Enter the order reference number in the Reference # field if necessary.
   6. Select the office the item is for in the For Office drop-down list.
   7. Click the OK icon (green check mark).
3. Repeat the process to add items.