If you wish to see an overview of the current work that needs to be goods receipt confirmed, log into Panacea and follow these directions.
- Click Confirm Receipt, under the 'Client Interface' drop-down menu.
- This displays orders awaiting receipt confirmation. Click View next to the particular client to open the receipt.
- The Nudge button next to each client can be clicked also, to ask clients to confirm receipt of goods or ask for approval to do so on behalf of the client.
- As a project manger you will receive a notification when a client has receipted work.
- If the items/service is satisfactory, click Confirm, to confirm receipt of goods on behalf of the client.
A notification will now be sent to the Supplier Contact named on the cost, the Finance Contact, and the Primary Contact to notify them the receipt of goods is confirmed, therefore it is possible to upload an invoice against this job if configured.