Slip Master

Slip #

Auto-assigned slip number (up to 14 characters). Automatically numbered with "#" on creation. Sequence numbering is global (shared across all stores).

Vendor

The vendor who shipped the goods. The vendor determines which items can be added (only items with purchase costs from this vendor are accepted) and the cost used when posting to a vendor invoice.

Order #

Optional. The purchase order number(s) this shipment relates to. Multiple order numbers can be entered separated by commas. When the slip is posted, the system uses order costs to price items on the generated vendor invoice if available.

Invoice #

Optional. The vendor's invoice number, if known at the time of receiving. If provided, posting will search for an existing vendor invoice with this number and add the slip's items to it. If left blank, a new vendor invoice is created on post and this field is auto-filled with the generated invoice number.

Store

The receiving store location. Items must be stocked in this store to be added to the slip. Changing the store after adding items will remove any items not stocked in the new store (with a warning for each item removed).

Number

Transaction number. Auto-generated by default; enter # for next sequence number.

Reference

Reference string for cross-referencing or notes (optional).

Status

Transaction status. Controls posting and visibility in lists.

Date

Posting date for the transaction. Defaults to today.

Time

Time of posting. Auto-filled from the system clock.

Work Date

Work date for the transaction (may differ from posting date).

Shift

Shift assignment for labour or shift-based reporting.

Station

Workstation or terminal where the transaction was entered.

Employee

Employee who created or is responsible for the transaction.

Memo

Free-form memo or notes attached to the transaction.

Ship Date

The date the goods were shipped or received. Defaults to today.

Waybill

The carrier's waybill or bill of lading number (up to 20 characters). Useful for tracking shipments and resolving freight claims.

Carrier

The shipping carrier name (up to 20 characters), e.g., "FedEx", "Purolator", "LBC Express".

# Pieces

The number of cartons, boxes, or pallets received. Defaults to 1. Useful for verifying the shipment is complete against the carrier's manifest.

Status

The slip progresses through three statuses:

You cannot manually set a slip to "Posted" — the only way to reach Posted status is via the Post Slip button. Once posted, the status cannot be changed back.

Posted On

Read-only. Shows the date the slip was posted. Blank until posting.

The items table lists every product received in this shipment. Columns:

Item Number — Scan or type the item number. Only purchasable, stocked, non-discontinued items with costs from the selected vendor are accepted.
Description — Auto-filled from the item record. Editable — double-click to open a multi-line editor for adding notes (e.g., "damaged box", "short-dated"). Custom descriptions carry through to the vendor invoice.
Size — Dropdown of purchase sizes available for this item/vendor/store combination.
Quantity — The quantity received. Defaults to 1. Enter the actual count from the packing slip.

Item Count

Shown below the table. The sum of all quantities across all items. Provides a quick sanity check against the packing slip total.

Post Slip

The key action button. Posts the packing slip and creates (or updates) a Vendor Invoice. Posting is only available when the slip's status is Received:

• If the slip is Pending, you are told "Slip is pending" — change the status to Received first.
• If the slip is already Posted, you are told "Slip is already posted".

When posting:

• If an Invoice # was provided and a matching vendor invoice exists, the slip's items are added to the existing invoice. This allows multiple packing slips to feed into a single vendor invoice.
• If no invoice exists (or no Invoice # was given), a new vendor invoice is created with the slip's items. The new invoice number is filled back into the Invoice # field.
• Item costs are sourced in priority order: (1) extended cost from the slip, (2) cost from the linked purchase order, (3) the vendor's replacement cost on file.
• Tax, deposit, and levy information is taken from the item's vendor cost record.
• Serial numbers are carried through to the vendor invoice.
• After successful posting, the slip's status becomes Posted, the Posted On date is set, and the slip is closed.

View Serials

Opens a dialog showing all serial numbers entered across all items on the slip. For items that track serial numbers, a serial entry dialog is prompted automatically when the item is scanned or the quantity changes. Use View Serials to review, edit, or add missing serial numbers before posting. Serial numbers already in stock are marked as unavailable to prevent duplicates.

1. A delivery arrives with a packing slip. Create a new Slip Master.
2. Select the Vendor. Optionally enter the Order # from the purchase order.
3. Fill in shipping details: Ship Date, Carrier, Waybill, # Pieces.
4. Scan or enter each item received, verifying quantities against the physical packing slip. Serial-tracked items prompt for serial number entry automatically.
5. Save with status Pending while checking continues. Change to Received once verified.
6. When the vendor invoice arrives (possibly days later), enter the vendor's Invoice # on the slip.
7. Click Post Slip. A vendor invoice is created with all items from the slip, correctly costed. The slip is locked as Posted.