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Want to save some time on your Receiving Orders? Take a picture of your vendor packing slip for the shipment and drag and drop it into the Receiving Order and the AI will update the order quantities for items that were in the original Purchase Order, all at once!

 

Powering Up Scan to Receive

The Scan to Receive area of Receiving Orders is now called Quick Receive, and that's where you will find this new feature. Here is how to use Quick Receive:

1. Open a Receiving Order that started with an original Purchase Order (this feature must access a Purchase Order to confirm item data, so you cannot use a Receiving Order that was manually created from scratch).
2. Click the Quick Receive button on the right.

3. Take a picture of the invoice or packing slip that came with your shipment that shows items and quantities and make sure it is available in the device where you are working with the Receiving Order. OR, if you have a PDF of the shipment quantities and items, that will work.
4. Click Upload File and search your device for the image, or if you have a PDF of the packing slip, you can select that file.
5. The AI will scan the image / PDF for items looking for title or identifier code matches saved in the system (UPC, SKU, Manufacturer Number, and Vendor Part Numbers found on the original PO).
6. You will see items and quantities from the packing slip, as pictured here, with the original Order Quantity also visible.

7. Once you have everything for the order loaded, click Update RO.
8. Quantities should be updated for the included items and those should be active (checkbox on the left checked for each item updated).

You can complete the RO in the normal way, you're all set!