How to Create a Receipt

• On the left-hand menu, click Receipts.
• Click Create Receipt.

• Customer: Select your company name from the dropdown.
• Warehouse: This field will auto-populate.

• Enter a unique reference ID.
  • This can be any identifier you like; it does not affect Shipology.
  • If you do not have a PO number, you may use today’s date.
• Click Save.

• The screen will populate with multiple fields, most of which are not required.
• You may fill them as needed.

• For cartons: Enter the tracking number or master tracking number in the Trend Information field.
• For pallets: Enter the PRO number under the Bill of Lading Number field.

• Use the Notes section to provide any instructions prior to receiving, for example:
  • “Confirmed inventory” if you want the receipt counted upon arrival.
  • Any other special instructions related to the shipment.

• Scroll to Receipt Line Items.
• Use the navigation buttons to jump directly to this section if needed.
• Add items using the dropdown menu populated with your item list.
  • If the item is new, create it in the Item Menu before creating the receipt.
• Example:
  1. Select SKU for 100 Chocolate Chip Cookies, enter quantity, click Add.
  2. Select SKU for 100 Oatmeal Raisin Cookies, enter quantity, click Add.
• Continue adding items as needed.
• Once complete, click Close.
• Items will appear in the receipt summary at the bottom-left corner as you add them.

• Scroll down to the section for Cartons or Pallets.
• Enter either the number of cartons OR pallets (do not fill both).
• Click Save.
• You may now exit this screen.

• Go to Receipts → Find Receipts.
• Confirm that the receipt you just created appears in the list.

• Navigate to Documents → MU Label.
• Print carton and/or pallet labels.

• Labels ensure fast receiving and correct association of cartons/pallets to the receipt.
• The system will auto-populate your transaction and customer information.
• For each carton or pallet, fill in either the product title or SKU, and enter the quantity in that specific carton or pallet.

Please note this will appear as a Download:

No Expiration or Lot Tracking Required 

No Expiration, Lot Tracking Required

Expiration Tracking Required, No Lot Tracking

Expiration and Lot Tracking Required