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Prerequisites
  • A submitted Purchase Order with items to receive exists
  • Suppliers are defined under Buying > Supplier
  • Warehouses configured under Stock > Warehouse

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Steps to Create a Purchase Receipt

1

Open the Purchase Receipt Form

  1. Navigate to Buying > Purchase Order > Purchase Order List.
  2. Locate and open the submitted PO you wish to receive.
  3. Click Create > Purchase Receipt in the top toolbar.
2

Import Items from PO

  1. The Purchase Receipt form opens, pre-filled with header details (Supplier, Date, Company).
  2. In the Items table, click Get Items From > Purchase Order if not auto-populated.
  3. Select your PO to pull in item lines, quantities, and rates.
3

Specify Target Warehouse and Quantities

  1. In each item row, confirm or update:
    • Target Warehouse where the stock will be stored
    • Qty Received (matches the delivered amount)
    • Batch No. or Serial No. if batch tracking is enabled
  2. (Optional) Attach inspection certificates or packing lists via Attachments > Add Attachment.
4

Save and Submit

  1. Click Save to draft the receipt.
  2. Review the Total Received Value and inventory movements.
  3. Click Submit to finalize:
    • Inventory is increased in the target warehouse
    • A Material Receipt entry is posted to the Stock Ledger
    • Accounting entries are generated to move stock into inventory value
By accurately creating Purchase Receipts in the CGIC App, you’ll keep your inventory records in sync with physical deliveries, ensure correct stock valuation, and maintain a clear audit trail from purchase order through goods receipt and invoicing.