The Receiving module is where associates take in inbound inventory — both Purchase Order (PO) receipts and customer/vendor Returns (RMA) — verifying quantities, recording any discrepancies, and assigning goods for put-away.

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Page Overview

Access this page from: Main Menu > Receiving.
The receiving workflow is broken down into a multi-step stepper designed for mobile devices, but will work on desktops:
1. Receiving Home: View expected shipments and browse purchase orders; start a PO receipt, a return, or open Requisitions.
2. Equipment (optional): Add carts, forklifts, or pallet jacks to your session by scanning them.
3. Receipt: Look up the PO, confirm lines, inspect and count, then assign for put-away.
4. Discrepancies: Record shortages, overages, damage, or wrong/missing items as exceptions.
5. Completion & Staging: Mark shipment complete and stage inventory for put-away.

Receiving Steps

Step-by-step with screenshots

View active, select, or click Receive

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Confirm lines to receive

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Inspect and count

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Enter item information if missing (optional)

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Assign for put-away and print labels

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Receive another PO or stage units

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Stage equipment for putaway

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Detailed steps

1️⃣ Receiving Home

The Receiving home shows your inbound work for the active warehouse, with Receive, Return, and Requisitions buttons and an Equipment panel.

Two views: The Expected Shipments tab lists shipments expected via ASN (grouped by purchase order); the Purchase Orders tab lists POs shipping to your warehouse from the previous work week through the next two work weeks, each with its own Receive button unless it is Completed or Canceled.
In progress vs. everything: The Purchase Orders tab defaults to In Progress Only; switch to Include Completed to also see Completed and Canceled POs. Only the first 200 are listed — for more, use Inbound > Purchase Orders in Reporting.
Requisitions: The Requisitions button opens the Requisitions screen, where a replenishment requisition is turned into a Purchase Order and ASN so the stock can be received.
Expected vs. all: On the Expected Shipments tab, toggle between Expected Today and All Active. Late shipments are flagged “Late.”
Line-level status: Expand a PO on the Purchase Orders tab to see each line’s real receiving status — Not Started, Partial, Received, Complete, Short, Overage, or Canceled — worked out from the receipts already recorded against it.

2️⃣ Equipment (Optional)

Equipment is optional and available throughout receiving — not a required first step. Use the Equipment panel to add what you need, when you need it.

Add equipment: Scan a cart, forklift, or pallet jack to add it to your session. Operating a forklift or pallet jack requires the forklift-operator permission.
Held while in use: Equipment you add is assigned to you while in use and released automatically when you stage it — either through Finish & stage units or Move to Putaway in the Equipment panel. Unassign releases it without staging. Cancelling out of a receipt leaves your equipment assigned to you.

3️⃣ Receiving a Purchase Order

The four steps

Receiving a PO is a four-step process. Start it with the Receive button, or the Receive button on a specific PO (which prefills the lookup). Once a PO is loaded, the PO & ASN button in the header opens a drawer showing every line’s ASN shipments, tracking numbers, prior receipts and received-vs-ordered progress.

1. PO Lookup — Scan or type a PO number or an ASN tracking number into Enter PO or tracking number (either one finds the PO); a valid PO moves you straight to the next step. Two blocks let you log an exception instead: Wrong Warehouse Detected (Confirm Wrong Warehouse) and fully received (Confirm PO Exception). Three are retry-only: No PO Found, Invalid PO (the PO has no requisition on its first line, so it can’t be received) and Requisition Not Found.
2. Confirm Lines — Choose which PO lines to receive and, for each, which ASN shipment(s) apply — or tick Receive without ASN to receive against the PO directly. Kit items get a Show Kit button that opens a Kit Components drawer listing each component with its per-kit and total quantity. You can also scan a tracking number to auto-select lines from that ASN.
3. Inspect & Count — Enter the Physical Count for each line; the screen shows Expected (from ASN) and Remaining for reference. The confirm button follows what you typed — ✓ Confirm, Confirm Short or Confirm Overage. A short count opens a Variance detected prompt where you pick Continue as partial or Create exception; an overage goes straight to the exception drawer.
Item information (optional) — If an item you just counted is missing its weight, dimensions or image, an Item Information drawer opens before put-away so you can fill it in. Step through items with Skip / Next, then Close / Done on the last one.

Finishing the receipt

After counting, you assign goods for put-away and close out the receipt.

4. Assign for Put-Away — For each line choose Cart (scan a bin from one of your carts) or Pallet (Generate LPN for a new pallet, or Scan pallet for an existing one). Suggested carts come from the item’s equipment type, and the Pallet tab needs a forklift or pallet jack assigned. An assigned line reads ✓ Assigned to its bin or LPN, with a Change button to redo it. Use Print Item Label / Print Pallet Label as needed, then Finish.
Receiving without an ASN: For shipments that arrive with no advance notice, tick Receive without ASN on the PO line in step 2 and receive against the PO directly.
Finish options: When done, choose Receive another PO, Finish & stage units (scan a put-away zone or slot to stage what you received), or Take me back.

4️⃣ Discrepancies & Exceptions

When what you count doesn’t match what’s expected, you record the difference as an exception to keep inventory accurate.

Exception types: Short, Overage, Damaged Product, Wrong Item, Wrong Warehouse, Duplicate PO, and Missing Item (not found in the catalog).
Non-compliance slot: When you create an exception you confirm the affected quantity and scan a Non-Compliance slot to place the product into; item/pallet labels print as needed.
Short is your call, overage isn’t: A short count asks you first — Continue as partial or Create exception. An overage always opens the exception drawer; you can’t confirm an overage without recording one.
Resolution: Each exception is logged for review and follow-up in the Exceptions module.

5️⃣ Completion & Staging

After counting and assigning goods, you close the receipt and stage the units for put-away.

Assign goods: In Assign for Put-Away you place each line on a Cart (scan a bin) or Pallet (generate an LPN or scan one). The system suggests carts based on the item’s equipment type; you choose and scan the destination. If the item has no equipment type on file yet, whatever you used is saved for it so later receipts suggest the same kind of equipment. A bin that already holds inventory, or one from a cart you aren’t holding, is rejected.
Staging: Choose Finish & stage units to scan a put-away zone (or a slot for pallet/LTL) and stage the units. Your equipment is released at this point.
Put-away handoff: Once staged, the units are ready for the Put-Away step.
Labels: Print Item Label prints a label for the item itself. Print Pallet Label prints the LPN (License Plate Number) label and only appears once a pallet is generated or scanned.
Tip: Generating an LPN creates a new pallet container that you can scan for the rest of the workflow.

🔁 Returns (RMA) Receiving

Receiving customer or vendor returns is a separate flow, initiated from the Return button on the Receiving home page. It runs in three steps.

1. Capture — Scan the returned item’s part number and enter in how many got returned; optionally enter an Order number and Notes. Matching an order line can link the project and prefill the quantity.
2a. Recognized item → Stage — Assign the item to a cart or pallet (same as put-away). The inventory is flagged Returned.
2b. Unknown item → Quarantine — Capture at least one photo and scan a Quarantine slot — Confirm Quarantine stays disabled until you have both. This logs a “missing catalog item” exception with the photos attached.
3. Complete — A confirmation screen. For a recognized item you can then choose Finish & stage units; a quarantined item is already placed, so only Back to Receiving is offered.

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📝 Requisitions

Requisitions are raised automatically when an item falls below the minimum levels set in the warehouse settings. Open them with the Requisitions button on the Receiving home to create the Purchase Order and ASN so the stock can be received.

1. Review the list — Each requisition shows its Items, Line Count, Business Unit, PO Number (once created), Expected By, Status, and Priority. Filter by Item, Business Unit, or Status.
2. Create PO/ASN — Select Create PO/ASN on a requisition, then enter the PO Number, Vendor, Carrier, Shipment Date, Estimated Delivery Date, and an optional Tracking Number.
3. Check the lines — Each requisition line becomes a PO line. Quantity starts at the requisitioned amount and can be changed; lines can’t be added or removed.
4. Submit — Submitting creates the Purchase Order and the ASN together. The requisition then shows its PO number and the Create PO/ASN button disappears — one PO/ASN per requisition.
Then receive it: Scan or type the new PO number at PO Lookup, or find it on the Purchase Orders tab and tap Receive.
Full details: See the Requisitions page.

:lightbulb: User Insights

Two ways in: Start a blank receipt with Receive, or tap Receive on a specific PO to prefill the lookup.
Returns are flagged: Items taken in through Return (RMA) are flagged as returned inventory when they’re put away.

Requisitions