Skip to main content
Version: Current

Step 3: Submit Goods Receipt

Review the automatically generated Goods Receipt (GR) document and submit it to formally record the receipt in Zudello.

Steps:

  1. Review GR Details: The new GR document (opened in a new tab after the previous step) contains details copied from the PO.
    • Verify the Supplier, PO Number reference, and Date Issued (this usually defaults to today's date, adjust if necessary to reflect the actual receipt date).
    • Check the line items, ensuring the Quantities match what you entered in the previous step.
    • Complete any additional required header or line-level coding fields specific to the GR form (e.g., Receiving Location, Inspector Name).
  2. Add Attachments (Optional): Attach a scanned copy of the physical delivery docket using the Related Attachments feature if required by your process.
  3. Submit: Click Save and Submit.

What Happens Next?

  • The Goods Receipt is saved, typically moving to an Active or Completed status.
  • This GR is now available for three-way matching when the corresponding supplier invoice arrives.
  • The status of the linked Purchase Order may update automatically based on this receipt (e.g., move from Placed to Received or Partially Received).

End of Tutorial

You have successfully recorded the receipt of goods against a Purchase Order in Zudello!

Related How-To Guides: