What this guide covers
Receiving stock that did not come from a Purchase Order — a customer's consignment stock, or material a Work Order is waiting for from outside (a customer's spare for a repair, for example). A Local Receipt is the expected-goods document the floor receives against; any shortfall rolls into a back-order.
For PO-driven receiving, see Purchase Orders instead.
Where a Local Receipt comes from
There is no generic "New Local Receipt" button any more. A receipt is only ever created by the thing that needs it:
A consignment agreement — New receipt on the agreement's Receipts tab creates a Local Receipt bound to that agreement (see Consignment: agreements, receiving & returns).
A Work Order step — when a WO needs material from outside, its receipt step spawns a Local Receipt with the lines and customer pre-filled. The receipt's chat channel logs a message when the work order creates it, and again when the receipt step completes.
Both open in Placed status — the agreement or work order has already committed to receiving the items — so they go straight onto the floor's expected queue. The free-form create surface was removed so that every receipt has a stated reason and a correct inventory category behind it.
Where to find it
Two screens, for two jobs:
Shipping & Receiving › Local Receipts — the floor version, built for a phone: receive what has arrived, scan serials, attach photos.
Procurement & Logistics › Local Receipts — the desktop management list: search anything, or use Filters for status, receipt number, reference, category or customer.
The management list has no action buttons on the rows. It is there to find a receipt. Everything that changes one — Edit, Place receipt, Park for editing, Delete, courier — lives on the receipt's own page, reached by clicking the receipt number or Open.
Who can do what
Manager (CREATE_LOCAL_RECEIPT permission, area-gated) — open the management list; park, edit, re-place and delete receipts that a consignment agreement or work order created; book or record a courier. This permission no longer lets you create a receipt from nothing.
Processor (PROCESS_LOCAL_RECEIPT, area-gated) — open a non-deleted receipt on the floor; enter received quantities; scan serial numbers; upload supporting docs; click Complete to post.
Site admin (ADMIN) — bypasses both. Sees every receipt in every area.
A user with no permissions sees the page but cannot manage or process anything; the buttons are hidden.
The three states, and how you move between them
A receipt is Parked (a draft you can change), Placed (expected to arrive, on the floor's queue), or Complete (received and closed).
Because receipts are born Placed, Parked is only ever reached on purpose, with Park for editing. Status changes only through the real actions: Place receipt, Park for editing, receiving on the floor, and Delete. The management list's edit dialog shows the status as a read-only tag with the note "Use Place / Un-place on the receipt row to change this."
The Edit dialog on the receipt's own page still shows a "Document Status:" dropdown. Do not use it to move a receipt between states — use Place receipt and Park for editing, which run the checks described below. Setting Complete by hand moves no stock and creates no back-order.
A Placed receipt cannot be edited
Once a receipt is Placed it is on the floor's expected queue and someone may be about to book goods in against it, so the Edit button is greyed out (its tooltip reads "Only a Parked draft can be edited — use Park for editing first"). To change one, use Park for editing on the receipt's page, make the change, then Place receipt again.
Parking is refused in two cases
Stock has already been received against it. Its lines are then a record of what physically arrived, not a plan, so they must not be rewritten. This is decided from the stock movement history — not from the quantity boxes on screen, which are only what somebody has typed so far.
It is a back-order of a receipt that is already Complete. Receiving rewrote the parent's expected quantities down to what actually arrived and put the shortfall on the child, so the two only balance when read together. Editing the child alone would misstate what the original receipt expected.
Park it only if you are editing it now
While a receipt is parked it leaves the floor's expected queue, so stores cannot receive against it. If a delivery turns up in the meantime the goods cannot be booked in until you place it again. The Park for editing confirm spells this out before it lets you continue.
Editing a receipt
Open the receipt and, if it is Placed, click Park for editing.
Click Edit. You can change the inventory category, customer, reference, expected arrival date, comments and the product lines (search for a product, enter the expected qty, add or remove lines).
Save, then click Place receipt. The confirm says it "moves onto the floor's expected queue."
Processing a receipt
From the floor list, open the receipt.
The processing page shows every line.
For each line:
Non-serialised — type the Received Quantity (up to the Expected Qty).
Serialised — scan or type each serial number; the qty auto-increments. Blank serials and in-receipt duplicates are rejected.
Optionally upload supporting documents (PDF, JPG, PNG, DOC, DOCX).
Click Complete. The system validates the quantities and serials, posts the stock into your warehouse's receiving bin, opens a back-order child for any shortfall, and advances any linked Work Order step.
Status flips to Complete and the lines become read-only. Once at least one line has been received, Download PDF and Send on the receipt's page give you a Goods Received Note (items and quantities, no prices).
Getting the goods here: couriers on a receipt
A Local Receipt is inbound — the goods are coming to us — so a courier on a receipt is a collection, not a delivery. On the receipt's page:
Book courier — we are paying to have the goods fetched. Only offered while the receipt is Placed. The wizard opens pre-filled with the customer as the sender (they have the goods; we are the destination) and one parcel per expected line. If the receipt names no customer there is nowhere to collect from, so fill the address in by hand.
Record waybill — far more common on the way in: the supplier or customer arranged their own courier and gave you a number. Nothing is booked and nothing is paid. Available whatever state the receipt is in, because it only records what has already happened.
A receipt carries one live courier at a time. Once linked, a waybill tag and Print Waybill show on the receipt, including on the floor screen. Nothing about the courier changes the receipt itself. See Couriers & Waybills for the full picture.
Common errors and fixes
"Receipt … is Placed and cannot be edited. Un-place it first…" — use Park for editing on the receipt's page, make the change, then Place receipt again.
"Cannot un-place …: stock has already been received against it." — the receipt is a record of what arrived. Raise a new receipt from the agreement or work order, or an inventory adjustment, instead.
"Cannot un-place …: it is a back-order of …, which is already Complete." — the parent and child only balance together. Speak to whoever owns the original receipt.
"Cannot place …: it has no lines to receive." / "… has an expected quantity of 0." — finish the draft before placing it.
"This receipt has already been completed." — additional items need a new receipt from the agreement or work order.
"Cannot receive more than expected qty" — over-receipt is blocked. Reduce to the expected qty, or have a separate receipt raised for the surplus.
"Blank serial number for [product code]" — fill in every serial box for the line.
"Duplicate serial number in receipt: [SN]" — each serial must be unique within the receipt family.
"Serial number already exists in warehouse: [SN]" — serials are globally unique; check the supplier sent the right unit.
"Received qty must be a whole number for serialized product" — round to a whole number.
"Serial number count must match received qty" — the qty and the number of serials disagree.
"Cannot complete Work Order step: Backorder [receipt number] is still pending." — process the child receipt to clear the WO step.
"Category is required." / "Please add at least one product line to receive." — validation when saving an edit.
Tips and gotchas
Back-order child receipts keep the original closed while the outstanding qty stays open. Look for receipt numbers ending in /1, /2. Process them as separate receipts.
Posted is final. Once Complete you cannot edit serials, quantities or lines. Reverse-and-redo by having a new receipt created plus an inventory adjustment.
Editing is a round trip. Park › edit › Place. If you park something and walk away, the floor cannot receive against it.
Expected serials are guidance, not a gate. If a WO step knows the serial that should arrive, the floor screen pre-fills it — but a mismatch never blocks receiving, because a repair may legitimately come back as a different unit. (Outbound is the opposite: on a Local Shipment, committed serials are enforced.)
Destination is fixed. The system uses your warehouse's default receiving bin; there is no destination picker.
Partial completion is normal. A receipt for 100 that arrives as 60 today and 40 tomorrow becomes the original (Complete, 60) plus a /1 back-order. A WO that asked for 100 unblocks only when both close.