1. Open “Receive.”
2. Select the vendor from which you are going to receive products.
3. A window with the purchase orders related to the vendor will be open.
Good to know: You can view the vendor information, such as their last delivery and next delivery date, by tapping the “info” button.
4. In the info tab, you can select the warehouse in which you will be placing the new product, and you can add other items that are not in the purchase order, either by tapping “+” or by scanning them.
5. Select the purchase order that you will be receiving.
6. Select the warehouse in which you will be placing the new product. You can add other items that are not in the purchase order, either by tapping “+” or by scanning them.
7. Tap on the Received Tab to add the products that you are receiving from the vendor. Then tap on the “+” to add the first product.
8. This will open a window to log the received product’s information.
9. Log the quantity of that product that you are receiving. If the quantity that you add does not match the one that is on the purchase order, you will see the amount in red in the Diff Qty section.
10. Assign the product a Storage Location or a Bin Location (You can assign it multiple bin locations if it is necessary)
11. Log the product’s Lot Number by scanning the UPC code on the product or typing it manually.
12. Log the product’s Expiration Date by tapping the calendar button.
13. When you are done filling all these fields, tap on Done.
14. This will open a summary of the received product, where you will be to see the details about the discrepancy on the quantities.
Good to know: In case you want to take a photo of a box damaged or a product expired. Tap on the camera button.
This will open your camera, and you will be able to take up to 3 photos
15. Tap on the Next button located at the bottom right side of the screen to continue receiving the rest of the items on the purchase order.
16. Tap on the “+” icon located at the bottom of the screen to log the product’s details and repeat steps 7, 8, 9, 10 and 11.
17. Once you have logged all the received products, tap on the back arrow at the top left side of your screen, or you can tap on the next arrow at the bottom right side of the screen.
18. A window will appear with a list of all the products you just received. (The Item with the discrepancy will be red) Tap on Summary.
19. You will be shown a summary of your purchase order, and there should be a difference in the quantities. You can add a note or sign it if necessary. After checking the summary of your purchase order, tap on Approve.
20. You will get a pop-up asking you for a reason why there is a difference between what you received and what you were supposed to receive. Select the reason that best describes the status of your product. Do this for each of the items received with discrepancies. Tap Save.
