Receiving List Report

The Receiving List report generates a list of items to be received for a specific purchase order or credit return sales order.

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When you click on this report in the Reports module, you will need to select a Receipt Number and click the GENERATE REPORT button to see the report. In addition to the Reports module, you can access this report in the Receiving module. Click on a receipt, and click the More button in the action bar. Then click Show Report to bring up the Receiving List report. This will generate a report for the receipt you’re currently viewing.

The Receiving List report includes the following sections:

Order Number - The purchase order number or sales order number this receipt is associated with.
Order Name - The name of the customer on the purchase order or sales order.
Location - The location on the purchase order or sales order that items are being shipped to.
Status - The condition of the receipt as Open, Partially Fulfilled, Fulfilled, etc.
Type - The type of receipt this is. Generally, it will always be Standard.

Under these sections is a group of column headers:

Item - The name of each item in the receipt.
Default Location - The designated Parent Location or Child Location for each item.
Qty To Receive - The number of units of each item that are expected to be received.
Qty Received - A blank line for a warehouse worker to manually write the number of units of each item that have been received once they print the Receiving List report onto a piece of paper.

If you’ve set a logo, address, main contact phone number, fax number, and email address in the Company section of the Settings module, they will appear on the top-left of the report. The month, day, and year (MM/DD/YYYY) the report was generated are on the bottom-left. The page number appears on the bottom-right.

To the right of the report, you will find a number of options to customize the information contained in the report.

Required and optional

The Required section has a single dropdown menu: Receipt Number. This enables you to generate a Receiving List report for any receipt you have created, even if it’s different than the one you’re currently looking at in the Receiving module. As mentioned above, this will have to be filled out first in the Reports module to generate a report.

The Optional section is below the Required section. It includes the following fields to modify the report:

Order By - A dropdown menu that enables you to group the information in this report by one of three criteria:
- Item Name - List all items in alphabetical order according to their name in Fishbowl Drive. This is the default choice when nothing is selected from the dropdown menu.
- Vendor Item Name - List all items in alphabetical order according to their name in the vendor’s system.
- Line Item Number - List all items in the same order they are in within the receipt.
Include Item Barcode - A checkbox that adds an Item Barcode column in between the Default Location and Qty To Receive columns. This column includes the item’s barcode number if it is available.
Include Received Items - A checkbox that makes items that have already been received appear on the report. Bear in mind that there is nothing to indicate that those items have already been received in this report. By default, received items will not appear.
Show Barcode - A checkbox that places a barcode near the top of the report, which can be scanned to pull up the Receiving List report on a mobile device. In addition, the purchase order number or sales order number appears on the top-left of the barcode.
Show Vendor Part Name - A checkbox that replaces each item name you have selected with the vendor’s name for it if that name is available.

You can click the Select All Optional checkbox to check all of the checkboxes in the Optional section. That will do everything listed above in the Optional section except for what is in the Order By dropdown menu. That can only be modified manually.

To apply your changes and see what they look like in the report, click the GENERATE REPORT button on the bottom-right. And follow the directions at the top of the main Reports article to save your changes to a Preset.