Create and manage receipt

From Inventory > Receipts it is possible to register, consult and manage stock movements made in Consuman Evolution.

When creating a voucher, you must select one of the types previously defined in Inventory > Voucher Types . The associated transaction determines the movement that will be made to the supplies or tools.

Create a receipt

1. Go to Inventory > Receipts .

2. Select Create .

3. Select the type of receipt.

4. Complete the required information.

5. Incorporate the corresponding inputs or tools.

6. Save the receipt.

[IMAGE: Inventory > Receipts > Create screen showing the receipt type selection]

Record inventory movements

Depending on the type of voucher selected, it is possible to register different transactions.

Income

Use a receipt associated with Income to increase the stock quantities of an input.

Exit

Use a voucher associated with Expense to decrease the stock quantities of an input.

Adjustment

Use Adjustment to correct the quantities recorded in inventory.

The movement can increase or decrease the stock.

Discharge with work order

Use Outflow with work order to allocate supplies to the tasks of a specific work order, decreasing the quantities available in stock.

Return of work order

Use Return work order to return to stock remaining quantities from a work order issue.

Transfers

Use Transfers to move supplies between warehouses.

The operation modifies the distribution of stock among the warehouses, but does not alter the total quantity of the input.

Internal delivery note

Use internal delivery note to record the release of supplies from a warehouse when their receipt at the destination is still pending.

Subsequently, use Internal Delivery Note Entry to record the entry in the corresponding warehouse and complete the circuit.

Tool Delivery

Use Tool Delivery to temporarily assign a tool to a user.

Return of Tools

Use Tool Return to register the return of a previously assigned tool and make it available again.

Configure the fields of the receipts

From Inventory > Vouchers, you can also access Field Settings to define what information should be displayed or completed in each type of voucher.

Visible fields

1. Access Field Settings .

2. Select the Visible Fields tab.

3. Select the type of receipt you want to configure.

4. Distribute the fields accordingly.

The fields can be configured as follows:

• Optional .

• Hidden .

• Mandatory .

To modify its behavior, drag each field to the corresponding section.

[IMAGE: Receipt screen > Field settings > Visible fields showing Optional, Hidden and Required]

Additional information

Select the Additional Data tab to configure supplementary information for the selected receipt type.

[IMAGE: Screenshot of Field Settings showing the Additional Data tab]

Check receipts

The list of recorded transactions is available from Inventory > Vouchers .

Use the grid and its filters to locate the receipts you need to consult and access their information.

Related questions

• What is the difference between income, expenses, and stock adjustment?

• How do transfers between deposits work?

• When is an internal delivery note used?

• How does the tool delivery and return process work?