Goods receipts
RetailHere you record deliveries from suppliers as goods receipts – with the line items actually received and their condition.
What you do here
Use „New goods receipt“ to record a delivery with reference, supplier and receipt date. In the detail view you book the individual line items: article, quantity, unit, purchase value and condition (OK, damaged or short). You move the status from Expected via Partial to Received once everything has been checked – on the board you just drag deliveries between the columns.
Tips
The „Open“ tab shows all deliveries still expected or only partially received at a glance; the calendar shows expected and booked receipts by date. Use „Mark received“ to close a fully checked delivery in one step. Flag damaged or missing line items right in the condition field so claims stay traceable. Goods value is shown in your organisation's currency.
Legal requirements
Retention (German Commercial Code §257): goods receipts are received records and must be retained (typically ten years). The „Retain until“ field drives central retention – a record is only proposed for deletion afterwards. Traceability (GoBD): bookings must stay unchangeable and traceable. Correct wrong receipts via cancellation (status „Cancelled“) instead of deleting them; the „Changed by“ field records who last made a change. Food (Food Information Regulation (EU) 1169/2011 Art. 18 and Regulation (EC) 178/2002 Art. 18): for food items, record batch/lot, best-before date and country of origin per line item – this keeps deliveries traceable and assignable in the event of a recall.
What you can do here
- ✓Goods receipts
- ✓Receipts
- ✓Goods receipt
- ✓New goods receipt
- ✓Edit
- ✓Delete
- ✓Set status
- ✓Assign receiver
Live preview — real view with sample data