How to Edit Receipts [Step-by-step guide]

Modified on Tue, 04 Apr 2023 at 04:23 PM

You can Edit Receipts within techOMS, as well as assigning the stage in the pipeline.

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

To edit Receipts you will have to:

1. Click Receipts under Purchases

2. Click the Receipt to deploy the fields for management

3. Edit the order level fields (editable fields included only):

  • Carrier Service: Allows to indicate the Carrier and Service Level used
  • Reference Number
  • Tracking Number: Carrier tracking number
  • Purchase Order Number
  • Order Number: Preassigned by the system, yet modifiable
  • Warehouse Receipt Number
  • Waybill: Waybill number

4. Allows to review but not add or edit the receipt lines information

5. Save through whichever mode you consider applicable to your case:

  • Save: Saves the Receipt in Draft mode
  • Pipeline: Allows to move forward on the steps within the process pipeline
    • Send: Sends the Receipt to the assigned Fulfillment Channel
    • Fulfill: Sends and Fulfills the Receipt to the assigned Fulfillment Channel 
    • Cancel: Allows to cancel the approved Receipt
    • Confirm Cancel: Allows to cancel the approved Receipt in both the Fulfillment Channel and techOMS

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article