Scan Receive

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Overview

Scan Receive can be used by the Warehouse staff to scan and receive inventory for a Purchase Order. You can use an iPhone, iPad, or any Android device as your mobile scanning device.

User Setup

Scanning options are defined in the User Setup which will define the warehouse and scanning features a user can access.

Click to open the App Launcher.  Select User Setup.

1. Select a Warehouse.  By default, users are allowed to scan receive only in that warehouse.  Leave this field blank to allow scan receive for all warehouses.  Note: The system will place all items received into the Receive Bin that is assigned to the Warehouse.

2. Edit the Menu field and add Receive for the user.  

Menu Page

Login to Salesforce from a mobile device. 

1. The menu items shown are assigned to the user from the User Setup.

2. iOS and Android devices are compatible.

Purchase Order List Page

Scan or select the Purchase Order.

1. Purchase Orders that meet these conditions are listed:

   1. Document Status = Open or Back Order.

   2. No. of Purchase Lines > 0.

   3. If Warehouse is specified on User Setup, display only Purchase Orders filtered by the warehouse. If not specified, include all warehouses.

   4. Expected Receipt Date within 1 week before and after today’s date.

   5. Order by Expected Receipt Date.

2. Scan/Enter the PO #, or click on the Scan button next to the listed Purchase Order.

Scan Items Page

You will see items show up in blocks, with 3 possible colors:

Pink: nothing has been received for the item.

Yellow: partially received for the item.

Green: fully received for the item.

In each of the blocks, you will see:

1. Item No, Item Description, To Bin

2. Qty (the quantity to be received)

3. Rem'g (the remaining quantity to receive)

4. Rec'd (the quantity that has already been received)

5. UOM (Unit of measure) - The UOM matches the unit of measure entered from the Purchase Order

Scan Process

• Enter or Scan an item.

Important - if you are manually entering the item - use the "Enter" key on the device keyboard.

You can scan either Item No. or GTIN on the Item Unit of Measure table.

• After entering an item, if "Scan Bin Required" has been checked in the User Setup, select or scan the Bin #.

You can click the magnifying glass next to "Scan Bin #" to select from a list of available bins.

Important - Do not receive an item into multiple bins - select only one bin per item.

• If the item is lot tracked, enter or scan the Lot # →  enter lot Manufacture Date, Expiration Date, Country of origin → Save → enter quantity → Save

• If the item is serial tracked, enter or scan the serial #  → Save

• If the item is lot tracked and serial tracked, enter or scan the Lot # →  enter lot Manufacture Date, Expiration Date, Country of origin → Save → enter serial # → Save

• If the item is not lot tracked, enter the quantity → Save

Scan a Lot Tracked and Serial Tracked item

Double-click the item block to see the lot numbers that were received and bins where the item was received.

Click Reset to undo and start again.

Click Actions → Post. 

Click Actions → Reset All if you need to reset all items in the Purchase Order and start over.

Note:  You don't need to scan all the items in the PO to create a receipt.  The system will only create and post what you have received.

GoldFinch Scan Lines

• Scanned quantities are saved to the "Scan Line" table

PO Items with Different Units of Measure 

In some special cases, you may have the same item number on the PO with different units of measure for that item.

Fully scan the item listed with the first unit of measure before proceeding to the next unit of measure.

If you need to scan these items out of order - fully scan the item with the first listed unit of measure first, proceed to scan the second unit of measure, then reset the first.  

First - fully scan the first listed item and unit of measure.

Next - receive using the second unit of measure.

Finally - Reset the first.