Daily operations

Receiving

The receiving worklist, receiving against purchase orders, ad-hoc receipts, the mobile flow, and put-away.

The receiving worklist

Receiving (Flows group) is the intake desk: open purchase orders awaiting delivery and receipts in progress. From here you open a PO to receive against it, or start an ad-hoc receipt for goods that arrive without one.

Receive against a purchase order

Opening a PO from the worklist shows its expected lines. For each line, enter the accepted quantity and the real destination — a location, or a container. Record lot, expiry, serial, or condition details where the item requires them, and split a line when one delivery goes to several places.

Partial deliveries are normal: receive what arrived, leave the remainder open, and the PO tracks outstanding quantities until it is closed. Record only accepted goods — damaged material goes to a distinct location or straight into quarantine, and shortages stay visible on the PO instead of being silently reconciled.

Ad-hoc receipts

Receiving → Ad-hoc receives goods without a purchase order: pick or scan the item, enter quantity, unit, destination, and any traceability details, with an optional reference for the paper trail.

The mobile flow

Receiving → Mobile is the scan-driven version for the dock: scan the item, confirm the resolved name, enter the count, scan the destination. It's the fastest way to keep receipts accurate with gloves on.

Put-away

Goods received into a receiving area still need shelving. Receiving → Put-away lists that stock and suggests destinations (based on where the item already lives), so shelving is a guided scan-to-bin pass rather than memory work. Stock left too long in the receiving area can raise an alert.

Verify

Every receipt writes receive movements to the ledger. After an unusual delivery, open the destination's stock and compare with what's physically on the shelf — the sooner a mismatch is caught, the cheaper it is.