WarehouseOS

TABLE OF CONTENTS

• Purchase Orders 
• Confirm Receipts
  • Approving Receipts
• Editing a Receipt against a PO
• User Group Settings
  • Receiving Settings
  • Blind PO Settings
  • Putaway Settings

Purchase Orders

To view Open POs, go to Receiving -> Purchase Orders

From here you can Close or Re-Open a PO, Merge POs, Change the Client, and Update BOL Number

Confirm Receipts

Approving Receipts

1. Go to Receiving -> Confirm Receipts
2. All receipts awaiting approval will be shown

    3. Review PO lines using the filters to either Approve or Reject lines from this grid

1. To approve a partial quantity, click on the button in the Edit column
   1. Enter the partial quantity and the action to take (Accept or Reject)
      
   2. The action chosen will immediately be applied to the quantity given
   3. The remaining quantity will have the opposite action immediately applied and that line will be fully reviewed

The total amount approved or rejected can be seen in the Purchase Order Grid by going to Receiving -> Purchase Orders

Editing a Receipt against a PO

If there was an error with a receipt against a PO, that receipt can be edited until the Putaway is completed.  Once the Putaway task is completed, that item has been added to inventory and an inventory adjustment will be needed to make the correction against inventory.

1. Go to Purchase Orders
   
2. Select the PO Number that you want to edit
3. Select the LINE NUMBER that you want to edit
4. Scroll down to Receipts and click Edit.
5. Correct the quantity

   NOTE: You can only adjust the Received quantity, not the Putaway quantity. 

    WARNING: The quantity can ONLY be edited down, not up, not even back to the original quantity. Before you click Update, make sure you have entered the correct quantity

User Group Settings

Receiving Settings

• Restrict POs by Area
  • The user is only shown, and can select, a PO that matches their assigned Areas
• Restrict Receipts by Area
  • If Receive to Storage is on, the Location must match the user's assigned Areas
• Require Scan Each
  • Each scan of an item increments the qty, instead of needing to type in the qty
• Allow Tap Selection
  • Allows the screen to be tapped to select items instead of needing to scan them
• Receive to Storage
  • Immediately creates inventory at time of receipt by automatically completing the Putaway step
  • Auto-Approve PO Receipts must be turned on, because Putaway can only be completed against approved receipts
  • Locations (not Carts) must be used when receiving inventory directly
• Auto-Approve PO Receipts
  • Receipts are automatically approved instead of requiring them to be viewed by Confirm Receipts
  • By having this at the group level, different groups can be required to have their receipts approved where more experienced users can move straight to Putaway
• Allow Receive All
  • Allows for a quick receipt, where quantities and items are not verified.  All lines and quantity on the PO are marked as received in one step
• Allow Over Receipts
  • With this setting off, the user will get a warning that the PO has been received in full and they will not be able to receive any additional qty
• Allow Multiple-Item Override
  • When receiving against multiple POs, the receipts will be applied to the oldest PO.   If the User needs the ability to decide specifically which of the multiple POs to receive against, this setting will give them that permission

Blind PO Settings

• Restrict Receipts By Area
  • Filters the available receiving locations to only show ones that are in the user's assigned areas. This setting relies on “Receive To Storage" being enabled.
• Receive To Storage
  • Putaways are immediately performed and inventory is created in the received locations. Sometimes referred to as 1-step receiving.
• Auto Approve Purchase Order Receipts
  • PO receipts are immediately received when they are committed.
• Allow On The Fly Item Creation
  • Allows items to be created on-the-fly during the receiving process.
• Require Scan Each
  • Requires each item to be scanned to set receive quantity.

Putaway Settings

• Restrict by Area
  • The Location selected must match the user's assigned Area
• Allow Receipt Edits (not yet implemented)
  • Future Feature
  • If the receipt had an error, reporting that error can also edit the receipt
• Request Putaway to Preferred Location
  • The user is prompted to select the item's Preferred Location
• Require Scan Each
  • Each scan of an item increments the qty, instead of needing to type in the qty
• Allow Tap Selection
  • Allows the screen to be tapped to select items or locations instead of needing to scan them