TABLE OF CONTENTS

Receive to Storage

The Receiving process allows a User to Receive inventory into the warehouse. 

Using the Receiving app, inventory may be received onto a Cart or into a Location. At this time the receipt is posted against the Purchase Order. 

Receiving with a Purchase Order  

Open the Receiving app by tapping the forklift Icon. The initial screen displays the list of open POs. To open a PO, the User can tap to select the PO, scan a PO number, or scan a BOL number. When a BOL number is scanned all Purchase Order(s) associated with the BOL number will be opened.


A typical initial Receiving screen is displayed below.

 


Putaway Zone and Preferred Location are displayed to help the User determine where best to stage the product. Grouping products destined for the same area of the warehouse onto the same cart may speed up the Putaway process.

  • The Putaway Zone represents the Item’s preferred Putaway area or the last area the Item was Putaway in.
  • Preferred Location may represent the Items true Home Location or may represent a logical preferred Putaway area. The current status of the receiving activity is displayed in the Expected and Received columns. 
  • Pending shows the quantity Received but not yet approved from WOS Manager. This is incremented as items are scanned and moved to the "Received” section below.  
  • Backorder : If the Available calculation in Inventory is negative, that item is “backordered.”

Receive All: Move all Expected Qty to the received section. If Cart is not yet selected, user must scan a Cart to Receive to. If Lot if required for any of the Items being Received, a screen to enter the Lot Numbers will pop up. 

Received Lines: Show/hide fully received lines.

 

Set Session Cart: Sets a Cart for all Items in this PO to be Received to. A specific Compartment of the Cart can also be selected if the Cart has a Purpose of Receiving.



After selecting a PO to work against, the User is prompted to scan an Item number. An Item can also be selected by tapping the Item line. Scan an Item or tap the Item Line to start receiving. 

 

Enter the quantity being received and hit Continue. Notice the quantity to Received is displayed, as well as the Pending quantity + Received out of the Expected quantity. 

 

Once inventory is being received the screen is divided into two sections. The top section remains the Purchase Order Details section and the lower section lists the Pending Receipts.

The User may slide the Item line to Cancel or Confirm a specific receipt, or all at once by hitting the Commit All or Cancel All buttons.

 

A User can also commit receipts by Cart by tapping Review Carts. This will bring up another screen. Here you can see the Received Items broken out by which Cart they were received to. 

 


Receiving using Blind PO

Blind POs allow the ability to use the PO Receipt and PO Putaway functionality without having to create a PO in the system beforehand. It starts with receiving a PO using the BlindPO App in WOS Fulfillment. 

Blind PO Receipt App

Using Blind PO, Items can be received if they weren't previously setup on a PO in WOS Manager.

After confirming the receipts on the tablet, a PO will be created with the Items that were Received

  1. First, the Blind PO needs to be given a PO Number.
  2. Scan the items that need to be received. Multiple scans of the same item will increase the total quantity received for that item or the quantity can be entered.
  3. A Cart must be Selected.
  4. When all the Items have been scanned, the Cart(s) used can be reviewed, or the Items can be Committed. 
Tip: Blind PO requires that a PO number is entered. If you don't have a PO number that was sent to the vendor that you want to use, any value can be used. The current date is often a good option.
Each tablet that submits a blind receipt will create a separate PO in WOS Manager. They can all be received under the same PO number and then merged later if needed.


Receive to Storage

If the Receiving/Putaway ->Receive to Storage permission is enabled, the User may Receive directly into a Storage Location, the system will perform the Receive and Putaway functions in one step. The Storage Location cannot be of type Receive.

 

Proceed with the Receiving process as normal. you can set the destination storage Location for the Session or for each Item. When the receipt is being confirmed by tapping Commit or Commit All the system will automatically Receive and Putaway the product (in one step). No further action is required.