Receive (Return) operation

Content was last updated in 06.22.10-00

Revision History

Receive is nothing but returning the items, kit, assets on the order to the source warehouse.

Figure 1.0: Receive window

1. Order details: Displays the order header detail like Order no., description, Payment terms, Start and end date etc.,

2. Product ID or Asset ID: Enter the product id or  asset id to receive the item.

3. Scan the product/asset: Scans the barcode of the product/asset number using the device camera.

4. Item list: Displays the item list which need to be received.

5. Return all: To ship all the items listed on the order.

6. Return receipt:To retrieve the return receipt.

7. All:

8. Departments: Displays the department list.

9. Expand all: Expands the kits, packages.

10. Collapse all: Collapses the kit children, packages etc.,

How to receive items?

1. Login to Warehouse app.

2. Select the Receive option. The following screen appears as shown in Figure 2.0.

3. The window shows all Orders on which conducting an Asset Return operation is possible.

   • The list of Orders can be sorted on basis of either of the 3 parameters — Order Date, Order# and Customer Name.

4. Double click to select the Order, for which you want to perform the Receive operation.

Figure 2.0: Receive tab

5. The Receive operation window displays the Asset Lists (Serial Item).

   • The window header displays the following information

   • Order ID

   • Order Description

   • Customer's Name and Address Details

   • Order's PO Number

   • Order's Start and End dates

Figure 2.1: Asset List

6. To expand an Asset, click on it to see the part details.

   • The list of items on any Order, can also be sorted on any of the columns in the grid — Status, Action, SKU ID, Asset ID, Shipped and/or Returned Count.

Figure 2.2: Expanded Asset List

7. To return any item from the list, tap the asset line.

Figure 2.3: Expanded Asset List in the Receiving Window

8. To expand an Asset, click on it to see the part details.

9. The next window shows the possible options while receiving the returned part/item.

   • You can directly return an item

   • You can return an item and capture it's picture

   • you can only view the item's picture. (No return is performed).

10. You can return all items in a single step, by taping on the Return All button.

11. To return an item, perform one of the above two steps, and then tap. Yes.

Figure 2.4: Expanded Asset List

12. To open and read the Receive Report, tap the document button.

Figure 2.5: Expanded Asset List in the Receiving Window

13. The Return Receipt is displayed in document format.

    • You can print it directly from the app (if your phone has a compatible printer configured).

    • • Depending on the type of printer used, the document can be printed physically or digitally (as a PDF).

    • You can also sign the document digitally through your device's touch screen.

    • • Once you sign the document and tap on save, the signature appear on the document.

Figure 2.6: Return Receipt