Reversing and Replicating a Receipt

Reversing a Receipt

While in the Receiving view:

If you close a receipt and notice that you entered the wrong vendor this will require a reversal receipt.

1.) Access the invalid receipt and click the Copy# button to copy the incorrect receipt# to your clipboard.

2.)  Click the button to create a new receipt and select the same vendor as the one on the receipt you are reversing.

3.) Navigate to the Line Items tab. If you see the message, “You must set the salesman code before you can close this ticket,” ensure that a sales rep is assigned to the ticket before proceeding.

4.) Right-click anywhere in the body of the line items area of the ticket and select Copy Items From (Import).

5.) Enter the Receipt # you wish to reverse or paste (Ctrl+V) to paste the receipt previously copied, or use the binoculars icon to search for it.

6.) Click the Reverse Quantity button to adjust the items accordingly.

7. Finalize and close the ticket as you normally would.

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Replicating a Receipt

While in Receiving view:

1.) Retrieve the Ticket # you wish to replicate.

2.) Once the ticket is open, go to the Line Items tab and highlight all the line items, right-click the selection, and choose Copy Items to (Export).

3.) Then, click the New Receipt/Transfer button.

4.) Finalize and close the ticket as you normally would.

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Reasons for Reversing a Ticket:

Reversing a ticket is typically necessary when an error has been made in the original receipt, such as incorrect quantities, pricing discrepancies, or when the wrong vendor was selected. It allows you to correct these issues by creating a new receipt that adjusts the inventory back to its previous state without permanently deleting the original record.

Reasons for Replicating a Ticket:

Replicating a ticket is useful when you need to recreate an existing receipt for a similar transaction, such as reordering the same items or transferring them to another location. This saves time by allowing you to duplicate the original receipt’s line items and make minor adjustments without manually entering everything again.