Receive PO (Legacy App)

Overview

The purchase order process is the recommended workflow for ordering units from your vendors and managing their receipt in your warehouse, helping you streamline procurement and inventory management operations. By following this process, you establish a clear communication channel with your vendors, ensuring accurate and consistent ordering of items, and maintaining visibility and control over the inventory entering your warehouse. Efficiently manage your relationship with vendors, minimize errors, maintain accurate inventory records, and ensure a smooth flow of goods into your warehouse.

Receive PO Module

The Receive PO module is located within Skustack’s Receiving tab. This module allows you to seamlessly receive your purchase orders directly into warehouse bins. You can search for a PO in one of five modes:

• Search by ID - Search by a specific PO #.

• Search All - Search for all POs. You can filter by:

  • Vendor

  • Defaults to all.

  • SKU/UPC

  • Filters by a specific product or UPC.

  If the Warehouse Management setting Only include Open POs is enabled, only POs with an Ordered status will be displayed. To load POs with all statuses, this setting must be disabled.

• Search by Vendor Invoice ID - Search by a specific Vendor Invoice Number.

• Search by Tracking Number - Search by a specific Tracking Number.

• Search by PO Description - Search by a keyword in the PO description.
  

Receive POs

To receive POs, follow the steps below:

1. Navigate to Receiving > Receive PO.

2. Select your desired Search Mode > tap Go.

   In the Search All mode, you can filter by the Received status of the PO's (e.g Zero, Partial, etc.).

3. Tap on the desired PO. Swipe down to see the number of received units and the number of total units in this purchase order. You can also filter items within the PO by their received status. Simply tap the Filter icon and choose your filters.

4. Tap the Notes icon to add and view custom note entries for the PO.
   
   

   1. To create a new note, tap the + icon at the bottom of the screen.

   2. Use the additional icons at the top to:

      1. Change the Color Scheme.

      2. Delete the note.

      3. Create a Duplicate of the current note.

      4. Save the Note.

      5. Tag an employee. The pop-up window will display a list of usernames. Check the boxes next to the employees you want to tag. They will receive a Notification in the Skustack Admin Portal.

5. Product specifics are represented by the following icons:

   1. If a product is serialized a serial number icon will be displayed. Learn more about the serial number workflow here.

   2. If a product has an expiration date, it will be indicated by an hourglass icon. Learn more about expiration dates and lot management here.

   3. If a PO item has cross-dock quantity, a cross-dock icon will be displayed on that row. Tap and hold the icon to see the cross-dock details. Learn more about cross-docking here.

   
   

   
   

6. Swipe left on an item to reveal shortcuts to other actions:

   1. Bins – Here you can find all the bins where the product is stored.

   2. Info – This shortcut reveals the product info module.

   3. Dimens – Set product dimension.

   4. Labels – Tap to print product labels for each item.

7. Tap the three-dot menu in the upper right-hand corner to find the following actions:

   • Send PO Received Email - Sends a confirmation email when the PO is received.

   • Print Random Serials - Prints labels with random serial numbers before the PO items are received.

   • Create Put Away List - Creates a PutAway list from the receiving session.

   • Take Photo - Use your Skustack device to take a photo and attach it to the respective PO Documents.

   • Select Product Identifiers - Tap and choose the product identifiers:

     • UPC

     • Aliases

     • Product Name

   • Select Receive Into Bin - Allows you to appoint a Receiving Bin for the PO items.

8. You can scan a product's barcode or just tap it to open the receiving dialog. The action menu within the dialog provides options to Flag items, view PO Item Notes, cross-dock details, and more.
   
   

   Flagged products will be updated with an icon indicator within the module.

9. Scan units to add to the received qty or adjust the number manually.

10. Enter a Receiving Bin. There may be a suggested bin to select. The suggestion is based on where the product is currently stored and the unit capacity set on the bin.

    Enable the Use Receiving Bin Warehouse Management setting to only allow receiving into a receiving bin. You can then use the PutAway workflow to transfer inventory from the temporary receiving bin to permanent bins on the warehouse shelf.

11. If the Warehouse Management setting Require serial scan when necessary is enabled and the product is set to require serial scan, you must scan its serial to receive the item.

12. If the Lot Number workflow is enabled for your company and the product is set as expirable, you must select a Lot Number to receive it. Tap on More Lot/Expirys to view existing or to add new lots.

13. If the Require Transparency Sticker option is enabled in the product's shipping preferences, you will be prompted to verify that the item you are receiving is affixed with a transparency sticker. Learn more about Transparency here.

14. Tap Receive. The product's quantity will be updated immediately in the system. When all items are received, the PO will be marked as Fully Received.

    To enable automatic printing of product labels when PO is received, activate the Auto print labels on receive PO Warehouse Management setting and configure the Set PO Label Type and Print expiration date on auto print label PO settings.

To unreceive products, simply use the arrows on the item's receiving dialog:

• Tap the down arrow under the Receive Qty to manually unreceive products.

• To unreceive items by scanning, select the green arrow near the Scan products to add to Qty, then scan the products you would like to subtract. Note that the arrow indicator must be red in order to unreceive products.

Learn more about this workflow here.

Receive POs in Bulk

If you are receiving multiple items in the same bin, using the Bulk Mode might be a faster option. With bulk mode, you do not need to open the receiving dialog and then enter the quantity and the bin for every product. Instead, you will select the receiving bin once, scan everything, and then tap receive.

To switch to bulk mode follow the steps below:

1. Go to Receiving > Receive PO and open the desired PO.

2. Tap the dotted rectangle next to the PO ID to open the mode menu and select Bulk.
   
   

   
   

3. Choose the Receiving Bin and tap Save. You can also tap GoTo to open the bin details. If you need to change the Receiving Bin later on, you can open the mode menu and select Bulk again to open the select receiving bin dialog.
   
   

   
   

4. The scanned but not received quantity will now be displayed below the qty received/total qty to receive. Scan the product or enter the quantity manually by tapping on the product and using the up and down arrows.
   
   

   
   

5. Tap the receive button at the top to receive all the scanned quantities at once.
   
   

   
   

Related Settings

Back to top