Overview

• Receiving

  Receiving Process:

  
  Note: POs must be entered into the system prior to receiving
  
  1. Schedule a receipt (Optional)  

  2. Create a receipt 

  3. Perform the receiving (The pallet(s) are now officially entered into inventory)
  
  Optional: Associate UPC/GTIN codes for each item received from the vendor 

Receiving Inventory

• Key Information
  Note: POs must be entered into the system first, prior to receiving inventory
  
  Scheduling a Receipt: 
  
  Receipt appointments can be optionally added to the Schedule/Calendar to plan and structure your inbounds.
  
  Creating a Receipt: 

   

  Receipts can be created for one or multiple items at a time, and can contain 1 or multiple pallets. 

  
  If a receipt appointment was created, link the appointment to the receipt to faciliate the completion of the appointment.    

   

  Pallet Labels:

   

  Print Pallet Label Checkbox: Check this box to print a pallet label for the current receipt 

   

  Save & Print All Open: Click this button to save the current receipt and print ALL labels associated with this current receiving queue 

   

   

  Manual Pallet Id:

  Used to maintain alternative names for certain pallets

   

   

   

  Performing a Receipt: 

   

  Every receipt created is automatically placed into the receiving queue based on the date and time of creation.  Multiple receipts created on the same date at the same time will be placed in the same queue together. 

   

• Step 1: Scheduling a Receipt
  Get organized and plan ahead by adding anticipated receipts onto the Schedule/Calendar (Optional). 
  
  1. Click on the Schedule Icon 
  
  
  
  2. Click on the Add New Button 
  
  
  
  3. Select Receipt Appointment as the Type 
  
  
  
  
  4. Enter a Date and Description of the expected Receipt
  
  
  
  5. If applicable, add any Notes and/or enter Contact Email Addresses and Specify Alert(s) 
  
  
  
  6. Click on the Save & Exit Button to save the appointment 
  
  
  
  
  
  
  
  7. Click on the Edit Icon next to the Schedule Entry and then the Create Confirmation Button to generate and email a Receipt Confirmation
  
  

  Note: Once generated, a copy of the Receipt Confirmation will be automatically emailed to all Appt. Contacts.
  
  
  
  
  
  
  
  
  

  8. View the receipt confirmation form
  
  
  
  

• Step 2: Creating a Receipt
  1. Go to the Warehouse Menu and click on the Create Receipt Sub-Menu
  
  
  
  
  
  2. Click on either the Floor button to put a pallet away to the floor, or click on the Create Receipt icon next to the corresponding bin 
  
  
  
  

  
  
  Single Item/Lot Per Pallet: 

  
  3. Fill in all of the necessary information, then choose whether or not to print a pallet label and/or case labels by checking the Print Plt Label and/or Unit Labels Checkbox.
  
  
  
  
  
  Note:->  The item/printed contents MUST be the item and its description, it cannot be customized or overridden
  ->  Any changes to the item/printed contents will automatically override the printed notes with the item's description
  -> The printed notes can be customized when creating or adding receipts 
  
  -> Check the Over Receive Checkbox if the quantity exceeds the original PO amount 
  -> Check the Do Not Cancel PO Checkbox to retain any unreceived items/quantities within the PO, otherwise they will be removed from the original PO 
  -> Check the Unit Labels Checkbox to print one label per unit on the receipt 
  
  Note: A flag and feature must be enabled by I.T in order to print case labels 
  
  Pallet Label: 
  
  
  
  
  
  Case Label: 
  
  
  
  
  4. To link the receipt to a Receipt Appointment on the Calendar/Schedule, click the Receipt Appt. Button, and then select the appointment from the list
  
  
  
  
  
  
  
  
  5. Click one of the Save buttons to save the receipt
  
  
  6. Once the receipt has been saved, click on the Go to Queue button to start performing the receiving in order to place the pallet(s) into inventory 
  
  
  
  

  
  
  
  Mixed Pallets (More than one Item/Lot per pallet): 

  3. Fill in all of the necessary information for the first item on the pallet
  
  Note: Uncheck the Print Pallet Label Checkbox until all items/lots have been added to the pallet 
  
  
  4. To link the receipt to a Receipt Appointment on the Calendar/Schedule, click the Receipt Appt. Button, and then select the appointment from the list  
  
  
  
  
  
  
  
  
  
  5. Click on the Save & Contents Button 
  
  
  
  
  6. Click the Save & New button to confirm the first item's placement onto the mixed pallet 
  
  
  
  
  
  7. Fill in the next item's item number and unit information, then click on either Save & New to continue adding items to the pallet or Save & Exit to finish 
  
  
  
  
  
  8. After hitting Save & Exit, click the Back button 
  
  Note: If catch weight items exist on the pallet, use the Take Weights button to record the weights 
  
  
  
  
  
  9. Check the Print Pallet Label Checkbox if labels are required, then click on Save & Exit 
  
  
  
   
  
  Pallet Label: 
  
  Note: -> For mixed pallets, the Item#/Printed Contents and Printed Notes of the first item only will be displayed on pallet labels.  
  

  -> The Item #/Printed Contents and Printed Notes will be updated for new pallet labels when items are moved out of a mixed pallet, if and only if, there is only 1 item/lot left on the pallet.  This update is done unless changes were manually made to the Printed Contents prior to the move. 

  
  
  

  
  
  
  10. Once the receipt has been saved, click on the Go to Queue button to start performing the receiving to place the pallet(s) into inventory 
  
  
  
  

   

• Step 3: Performing the Receipt

  Initiating from Receipt Maintenance: 

  1. Click on either the Start Receipt Button or the Start Receipt icon to start placing pallets from the receipt into inventory 
  
  
  
  
  
  

  Initiating through the Receiving Queue: 

  1. Go to the RF Menu and click on the Receipt Queue Sub-Menu 
  
  
  
  
  
  2. Click on the Initiate Receipt icon next to a receipt from the list or  scan the label to select the receipt
  
  Select:
   
  
  
  3. Click on either the Start Putaway Button or the Start Putaway icon to start placing pallets from the putaway into inventory 
  
  
  
  or
  
  Scan PO# on Pallet Label to Choose: 
  
  
  
  
  

  

  
  
  

  
  
  
  
  4. Enter or scan the pallet, then click the Next Step button 
  
  
  
  
  
  5. Enter or scan the bin the pallet will go into 
  
  
  
  
  
  6. Enter or scan the bin again to confirm 
  
  
  
  
  7. Continue with each pallet until all pallets within the putaway have been confirmed into inventory 
  
  
  
  
  8.  View all pallets that have been put away into inventory on the Units Inquiry page located under the Warehouse Menu 
  
  

Receiving Documents

• Dock Copies
  Dock Copies(PO Receiving Documents) can be generated and used during receiving for each PO entered into the system.  
  
  
  
  
  1. Edit the PO
  
  
  
  2. Click the New Dock Copy Button 
  
  
  
  3. Click the Order Documents Icon 
  
  
  
  4. View or Print the Dock Copy 
  
  
  
  
  5. Scan the barcode at the top of the Dock Copy in the receiving queue to start receiving 
  
  
  
  

RF Scanning

• RF UPC/GTIN Code Associations

  UPC Codes:

  UPC barcodes can be scanned throughout the system in any RF item input field prompt, in lieu of manually typing in the information.  UPC codes must be associated first, with their respective item number in order to use the UPC barcodes for scanning.  
  
  Ex: Picking
  
  

  
  GTIN Codes:

  GTIN barcodes can be scanned throughout the system in any RF item input field prompt, in lieu of manually typing in the information. 
  
  Any information contained within the barcode including the item number, lot etc. will preload accordingly as well.  GTIN codes must be associated first, with their respective item number in order to use the GTIN barcodes for scanning. 
  
  Ex: Picking
  
  
  
  GTIN barcodes can also be scanned to take catch weights.  While associating the GTIN with the item code is not necessary in this instance, it is recommended.  
  
  Note: If an item has gtin/upc codes associated, the system will automatically prevent scanning gtin/upc etc. codes that differ from what is currently associated.  If an additional gtin/upc etc. code is valid and is to be scanned, then it must be associated to the item before proceeding to scan.
  
  

  
  Associating UPC/GTIN Codes:
  
  1. Go to the RF Menu and click on the UPC/GTIN Barcodes Sub-Menu 
  
  
  
  2. Enter the item number 
  
  
  
  3. Scan the UPC or GTIN barcode and click the Next Step Button to save the entry  
  
  

Receiving Services

• Receiving Services
  1. Go to the Warehouse Menu and click on the Create a Receipt Sub-Menu
  
  
  
  
  2. Click on the Non-Stock/Services Button 
  
  
  
  
  
  3. Click on the Go To Receive Button
  
  
  
  
  
  4. Enter the quantity to receive and click the Apply Button or click the Receive All Button to automatically receive everything in the PO 
  
  
  
  
  
  
  
  

  Note:POs will close only once all services and items have been received, or when all that has been received has been paid for. 

Receiving Nonstock

• Receiving Nonstock
  1. Go to the Warehouse Menu and click on the Create a Receipt Sub-Menu

   

  

   

  2. Click on the Non-Stock/Services Button 

  
  

   

  3. Click on the Go To Receive Button

  
  

   

  4. Enter the quantity to receive and click the Apply Button or click the Receive All Button to automatically receive everything in the PO 

   

  

   

  Note:POs will close only once all services and items have been received, or when all that has been received has been paid for. 

Editing Receipts

• Editing Receipts
  Inventory: 
  
  Note: After receiving, if inventory has already been used or adjusted, or the PO has already been paid in full, the receipt cannot be edited. 
  
  1. Click on the Edit Receipts icon 
  
  
  
  Note: POs must be open in order to edit receipts 
  
  To Open a PO: 
  
  Click on the PO Button 
  
  
  
  Click on the Open Closed PO Button 
  
  
  
  Click on the Save & Exit Button to return to receipt edits 
  
  
  
  
  
  2. Click on the Receipt Edit Icon
  
  
  
  3. Enter either the new unit count or the unit count change (-), then confirm
  
  Note: Once confirmation has taken place, the adjusted inventory will be officially removed from the system.  
  
  
  
  
  
  
  
  Note: Receipts can only be edited down to decrease what was initially received.  New receipts must be created to receive additional quantities.