About Receiving
You can use the Receiving (3-Way Match) workflow to track when you receive the items that you order.
- Business account administrators and group administrators can enable the Receiving workflow for the chosen group or subgroup from the Receiving Settings page. To reach this page, navigate to your Business Settings page and select Receiving (3-Way Match) from the Billing & shipping section.
- After you enable the workflow, you can access the Receiving page by selecting Track receiving under Business Settings.
- Finance users, group administrators, requisitioners, and the designated receivers can view the orders and update the receiving confirmation for their assigned group and subgroup.
- Requisitioners can view and confirm the receiving status only for the orders they placed.
- If there are multiple groups, administrators can add multiple people as receivers for each group.
- Pay by Invoice customers can view the receiving status on the Your Invoices page. The information is available to administrators and finance users only.
- For orders paid by a credit card, designated receivers can track receiving on the Receiving page. Administrators and Finance users can also use Business Analytics reports.
Additional resources: Update receiving confirmation
