Creating Receipts
A receipt, also known as a receiver, is a type of transaction that reflects inventory received into your facility. There are a few different ways you can get a receipt created in 3PL Warehouse Manager, in which each method is detailed further below.
- Create receipts manually.This method requires manual entry.
- Create receipts with SmartScan. This method requires a scan gun and configured barcodes.
- Create receipts through uploading an import file. This method requires an import template.
- Create receipts electronically through an established connection, such as EDI or API.This method requires an integration with our Professional Services team.
Once created, you can access all receipts under Receipts > Find Receipts.
To create a receipt, you must have the following permission assigned to your user role: Receipts Module > Edit Receipts > Create/Edit Receipts.
Create receipts manually
If you'd like to create a single receipt from scratch, you can do so from the side navigation menu under Receipts > Create Receipt.
For in-depth guidelines, see Creating Receipts Manually.
Create receipts with SmartScan
If unexpected inventory arrives to your facility, you can create receipts "on the fly" with SmartScan. To learn more, please see Creating Receipts with SmartScan.
If you don't already have SmartScan included in your 3PL Warehouse Manager subscription, you can read about the benefits here and reach out to your CSM for further information.
Import receipts
If your customer is providing a spreadsheet of all received goods that are arriving to your facility, you can import the file to create open receipts in 3PL Warehouse Manager using a standard or flex header receipt import template.
For detailed guidelines, see Importing Receipts.
Create receipts through an integration
If your customer uses an online shopping cart or any other external order sources, they can set up an integration with 3PL Warehouse Manager. To get started with establishing an integration, please contact your Customer Success Manager for a consultation and description of the setup process.
For additional information, please see Getting Started with an EDI Integration and Getting Started with Shopping Cart Integrations.
