Receive PO (Mobile App)

This article is about the current App version. If you are looking for the Admin portal version, please follow this link: the Admin portal version.

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 find POs using the following search Modes:

ID - Search by a specific PO #.
All - Search for all POs. You can filter by:
- Vendor - Defaults to all.
- 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.
Vendor Invoice ID - Search by a specific Vendor Invoice Number.
Tracking # - Search by a specific Tracking Number.
PO Description - Search by a keyword in the PO description.

Receive POs

To receive POs, follow the steps below:

Navigate to Receiving > Receive PO.
Select a Search Mode and tap Search.
Open the desired PO. Swipe down to see the number of received units and the total units in this purchase order. To find a specific item, tap Search product, or use the Filters to search by the product's receiving status.
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.
Tap the product's three-dots menu to reveal shortcuts to:
1. Info – This shortcut reveals the product details.
2. Bins – Here you can find all the bins where the product is stored.
3. Dimensions – Set product dimension.
4. Product labels – Tap to print product labels for each item.
Tap the three dots 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 Put Away list from the receiving session.
- Notes - Allows you to add and view custom note entries for the PO, and to tag an employee.
- Take photo - Use your device's camera 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
- Destination Bin - Allows you to appoint a Receiving Bin for the PO items.
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.
Scan units to add to the received qty or adjust the number manually.
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.
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.
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.
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.
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 +/- on the item's receiving dialog:

Use the minus icon to unreceive the required quantity or adjust the number manually.
To unreceive items by scanning, tap the green + icon and scan the desired units, and ensure the indicator is set to a red minus icon before scanning.

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.

Serialized products cannot be received or unreceived in Bulk mode. To use these features, switch to normal mode. To learn more about unreceiving products, refer to this article.

To switch to bulk mode, follow the steps below:

Go to Receiving > Receive PO and open the desired PO.
Tap the Normal rectangle next to the PO ID to open the mode menu and select Receive in bulk.
Choose the Receiving Bin and tap Search. You can also tap Go To 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.
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 +/- buttons. Once done, tap Set quantity.
Tap the Confirm bulk receive button, to receive all the scanned quantities at once.

Related Settings

SETTING	DESCRIPTION
Validate PO warehouse when Receiving	Client setting. Enables warehouse-level validation in Skustack. This setting ensures employees can only view and receive POs assigned to the warehouse they are logged into.
Create New Bin For Each PO Received	Client setting. When enabled, the system will automatically create a new bin in the selected warehouse on the PO and add the products to it upon receipt.
Validate serial globally	Client setting. Enables serial number validation in Skustack. Learn more about serial number validation and relevant client settings here.
Require serial scan if necessary	Skustack’s Warehouse Management setting. When enabled, will force the user to scan serials for products that are set to require serial scan when receiving.
Only include Open POs	Skustack’s Warehouse Management setting. The Skustack app will only load POs with ordered status.
Sort POs by SKU	Skustack’s Warehouse Management setting. When this setting is enabled, POs will be sorted alphabetically by SKU, rather than by bin suggestion.
Use Receiving Bin	Skustack’s Warehouse Management setting. When enabled, only allows receiving into the Receiving bin.
Prefill Bin To field with previously received into bin	Skustack’s Warehouse Management setting. When a SKU is partially received on a PO, Skustack will automatically populate the "Bin To" field with the bin where the SKU was previously received for this PO, once the receiving process is resumed.
Only suggest bins with existing qty	Skustack’s Warehouse Management setting. When enabled, Skustack will not suggest bins with zero quantity of the product during receiving and putaway.
Prompt for Dimensions	Skustack’s Warehouse Management setting. If dimensions aren’t set, will prompt you to set them when the product is scanned for the first time.
Auto close after fully received	Skustack’s Warehouse Management setting. Closes the PO when everything on the PO is received.
Auto close when QtyToReceive is full	Skustack’s Warehouse Management setting. If enabled, the receiving dialog will automatically close, when the QtyToReceive is reached.
Send email on leave PO	Skustack’s Warehouse Management setting. Upon exiting the PO, a prompt to send an email for all products received in the session will be displayed. The prompt depends on the selected value of this setting. It may either be a manual prompt or an automatic email.
Send email on leave PO mode	Skustack’s Warehouse Management setting. Sub-setting of Send email on leave PO, which defines the sending mode, based on the chosen option: Auto send email on leave PO Prompt to send email on leave
Auto print labels on receive PO	Skustack’s Warehouse Management setting. Automatically prints product labels upon receiving. The label type depends on the subsetting Set PO Label Type.
Set PO Label Type	Skustack’s Warehouse Management setting. Sub-setting of Auto print labels on receive PO, which defines the details included in the receiving PO labels: ASIN FBA Label FNSKU SKU UPC
Print expiration date on auto print label PO	Skustack’s Warehouse Management setting. When enabled with the Auto print labels on receive PO setting, the received PO product expiration date will be included on the automatically printed product labels.
Allow Backorder Picklist Picking	Skustack’s Warehouse Management setting. Enables the cross-dock workflow.
Only load POs marked Release for Receiving	Skustack’s Warehouse Management setting. When enabled, Skustack will only load POs that are marked as Release for Receiving in Sellercloud.