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Scan Receive


Scan Receive can be used by the Warehouse staff to scan and receive inventory for a Purchase Order. 

User Setup

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

Click to open the App Launcher.  Select User Setup.

  1. Select a Warehouse.

    1. By default, users are allowed to scan receive only in that warehouse. Leave this field blank to allow Scan Receive for all warehouses. 

    2. Note: The system will place all items received into the Warehouse’s Receive Bin.

  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 will be listed:

    1. Document Status = Open or Back Order

    2. No. of Purchase Lines > 0

    3. If the Warehouse is specified on User Setup, the Purchase Orders displayed will be filtered by the warehouse. If it is not specified, all warehouses will be included.

    4. By default, Purchase Orders with an Expected Receipt Date within 7 days before and after today’s date will be listed. You can still enter or scan Purchase Orders that are outside the range.

    5. Purchase Orders with older Expected Receipt Dates will be listed first.

  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:

Red/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 or quantity - use the "Enter" key on the device keyboard for it to be accepted.

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.

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, and 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, and Country of origin → Save → Enter the Serial # → Save

  • If the item is not lot tracked:

    • Enter the quantity → Save

You must enter or scan both Lot No. and Serial No. if an item is both Lot Tracked and Serial Tracked.

You can double-click the item block to see the Lot No. and Quantities that were received and the bins where the item was received into.

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, and then reset the first.  

Fully scan the first listed item and unit of measure.

Next, receive using the second unit of measure.

Finally - Reset the first.

Scanning GTIN instead of Item #

General Info

  • Setup Notes:

    • The GTIN and its UOM must be setup before using this feature.

    • See Item Unit of Measure for more details.

    • The Purchase Order Line must be entered using the item’s base UOM. See Purchase Line for more details.

  • Many times the item may have a barcode on it’s packaging that corresponds to a GTIN/UPC.

    • In this case, the receiving operator may find it easier to scan that barcode than entering the item.

  • In addition, instead of counting each individual unit, the receiving operator can simply enter the GTIN’s UOM.


  • The Expected Quantity for this item is 900 Eaches.

  • Scan the GTIN

  • The GTIN UOM, Pallet (PA) = 150 Eaches

  • The Expected Quantity in the GTIN UOM= 6.

  • Therefore, the receiving operator only needs to count 6 pallets, rather than 900 Eaches.



Error Message: Not a Base Unit of Measure

  • If you receive this error it means the Purchase Order Line wasn’t entered with the base UOM.

  • You can not have a Purchase Order Line where the UOM = Box, and try to scan the GTIN Barcode.

  • The Purchase Order Line UOM must be Each (or whatever the base UOM is for the item).

  • Serialized items must be scanned in by the base UOM only because the serial numbers must be entered 1 at a time.

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