Creating a receipt

Introduction

The Paragon receipt module can be used to receive finished goods or raw materials from your vendors, or it can be used to receive returned goods from your customers. Paragon makes this process easy and efficient by offering you multiple workflows to accomplish these various tasks.

The receive module is based on Paragon's standard transaction screen.

 

 

 

In the modal that appears, select the method you want to create the receipt from; in this case click manual.

 

Add general information

Select a vendor name from the drop-down list. Once the vendor is selected, it should auto-populate all the addresses from the vendor file.

The receipt will not have a transaction number until the receipt is saved. Once a transaction number is assigned, it will replace #####.

 

Select bill from and ship from addresses

If the vendor has multiple addresses in the vendor file, the system will pick up the first address listed. However, this can always be changed. To do this, start by clicking on either bill from or ship from.  Bill from or ship from will appear in blue once one of them is selected. Next, select the appropriate address by clicking on the drop-down arrow and selecting it.

 

Select bill to and ship to addresses

 

Enter information in the business terms

In the middle of the screen, you have what is known as the transaction business terms. This section contains up to 6 attributes that are most relevant to that transaction. (These are configured in screen setup for the receive module.)

The next step is to fill in all the necessary information in these terms. When these attributes were created, there was the option to enter values as free-flowing text or to choose from a list of drop-down values. This would be why some of the values on the attribute panel need to be filled in either by clicking on the field and typing in the correct information or selecting it from the drop-down list.

 

 

Add products to your receipt

To add a product or line item to your receipt, click add product in the upper left-hand side of the line item area.

Select all the items you would like to add to your receipt by checking off the boxes on the left. To add all the selected products, click accept. (If you would like to cancel the addition of line items or products, click close.)

 

Canceling a receipt

A receipt can be canceled at any point before it is saved by clicking cancel in the upper left-hand corner.

Saving a receipt

Once you have filled in all the relevant information you can save your receipt by clicking save in the bottom right-hand corner.

Once the receipt is saved, it will automatically be assigned a transaction number and a temp status.

Creating a receipt from a purchase order

 

To create and save a receipt from the purchase order(s) you selected, click the accept button in the bottom right-hand corner.

 

 

To create and save a receipt from the shipment(s) you selected, click the accept button in the bottom right-hand corner.

 

 

To create and save a receipt from the work order(s) you selected, click the accept button in the bottom right-hand corner.

 

 

Select the method you want to create the receipt from. You will know that the RMA tab has been selected when RMA is highlighted in turquoise. Select the RMA you want to use to create the receipt by checking the corresponding box on the left.  To deselect an RMA, uncheck the box.

 

 

A receipt can be canceled at any point before it is saved by clicking the close button in the bottom left hand corner.

 

To create and save a receipt from the RMA(s) you selected, click the accept button in the bottom right hand corner.

 

 

 

For more information on transactions and transaction screens, why not take a look at some of these handy articles: