Receipts — Bulk & Line Actions

This page covers the actions on the main Receipts table.

Role lozenges show the normal access level for each action. Tenant/client scoping and record state can still hide an action in some cases.

Line actions

View Owner Ops Client: opens the receipt in view mode.
Edit Owner Ops: opens the receipt for editing. Most goods-in workflow actions such as posting, unlocking, and scan shortcuts still live inside the receipt page rather than on the list table.
Mark as Correct Owner Ops: marks a receipt as manually accepted after review, even when the normal matching logic would not mark it green. This is useful when the expected and received stock do not match exactly, but the receipt has still been checked and accepted in practice. It requires a reason and can optionally append or replace receipt notes. It is hidden once the receipt is already showing as matched/green.

Export as CSV Owner Ops Client: generates a CSV export for the selected receipts.

Choose Workflow Owner Ops: opens the workflow chooser so users can jump to the right inbound process.
Book In Arrived Stock Owner Ops: opens a new receipt for stock that is already on site. It is shown to platform admins, tenant owners, tenant admins, and warehouse operators.
Register Expected Delivery Owner Ops: opens the pre-receipt page for stock that has not arrived yet.
Receipts Help Owner Ops Client: opens the help guide for receipts.