From Inventory > Voucher Types, it is possible to define the vouchers that will be available to record inventory movements in Consuman Evolution.
Each type of document is associated with a transaction , which determines the action it will take. It is possible to create several types of documents associated with the same transaction and assign them different names according to the processes used by the company.
Create a type of receipt
- Go to Inventory > Types of vouchers .
- Select Create .
- Select the corresponding transaction.
- Complete the name of the type of receipt.
- Save the record.
[IMAGE: Inventory screen > Voucher Types > Create showing Transaction and Name]
Complete the data
Transaction
Select the transaction that the receipt will perform.
The available transactions are:
- Income .
- Exit .
- Return of work order .
- Discharge with work order .
- Transfers .
- Internal delivery note .
- Income via internal delivery note .
- Adjustment .
- Tool Delivery .
- Return of Tools .
📌 The transaction defines the behavior of the voucher within inventory management.
Name
Complete the name that will identify the type of receipt.
It is possible to create different types of receipts associated with the same transaction. This allows for the representation of different business processes using the same inventory management practices.
Configure the fields of the voucher type
The definition of visible, mandatory, and additional fields is done from Inventory > Vouchers > Field settings to customize the information that will be used when registering it.
From Visible Fields it is possible to define the fields as:
- Optional .
- Hidden .
- Mandatory .
From Additional Data it is possible to configure supplementary information for the type of receipt.
[IMAGE: Receipt screen > Field settings showing the Additional Data and Visible Fields tabs]