At the individual level, the collection receipt focuses on inventory collected or returned by a staff member. Once an item has been collected, the individual can digitally sign the receipt, which is then automatically stored under the Attachments tab.

1.  Navigation:
2. Site/Warehouse View
3. Staff

View/Sign Collection Receipt from Staff Record

1. Click on Staff, located in the top navigation bar.
2. Click the name of respective staff member. The grid expands and displays the Details, Inventory, Charges, and Attachments tabs.
3. Click on the Inventory tab.
4. Under "Actions," click on Product Collection Receipt in the row of the respective tag number. The "Product Collection Receipt" window opens.
5. Scroll to the bottom of the receipt and click Sign Receipt. The "Sign Receipt" window opens.
6. Using a mouse or stylus, sign in the window.
7. Click Decline Signature, Clear Signature, or Accept Signature.

• Clicking Accept Signature allows immediate access to a PDF of the receipt that contains the captured information and signature.

7. Click on Close to close the "Product Distribution Receipt" window.

E-Mail Collection Receipt to Staff

When "Allow Sites to E-Mail Receipts to Staff" is enabled, a digital copy of the collection receipt can be e-mailed and kept with the staff member’s records.

1. Click on  Staff, located in the top navigation bar.
2. Click the name of respective staff member. The grid expands and displays the Details, Inventory, Charges, and Attachments tabs.
3. Click on the Inventory tab.
4. Under "Actions," click on Product Collection Receipt in the row of the respective tag number. The "Product Collection Receipt" window opens.
5. Scroll to the bottom of the receipt and click E-Mail Receipt. The "E-Mail Confirmation" window opens.
6. Enter an e-mail address in the Staff E-Mail Address field.
   • If the staff member has an e-mail address on file, the e-mail address automatically populates.
7. Select Update E-Mail Record to add the e-mail address to the staff member record. If your district updates staff records via integration with a student information system, you must update the email record in that system.
8. Click on Confirm to send the e-mail.
9. Click on Close to close the "Product Collection Receipt" window.