Receiving

About This Chapter

This chapter includes the following procedures:

Figure 43-1 Mobile POS Main Menu

Start Receiving

The receiving process is started through the Inventory option of the Main Menu.

Select Inventory in the Main Menu.

Figure 43-2 Handheld Inventory Menu

Figure 43-3 Xstore POS Inventory Menu
Select Receiving from the Inventory menu.

The Receiving Document Search screen opens.

Continue with Search for a Receiving Document or Create a New Receiving Document.

Search for a Receiving Document

To search for and select a receiving document:

Figure 43-4 Receiving Document Search

Scan a receiving document ID to open the carton list for the document or enter the search criteria and select Process.

Figure 43-5 Receiving Document Search Results
Select the correct receiving document in the list.

The carton list opens.

Figure 43-6 Carton List

Figure 43-7 Carton List Context Menu

Continue with the appropriate procedure:

Create a New Receiving Document

To add a new receiving document:

Figure 43-8 Receiving Document Search Criteria

Select Add New.

Figure 43-9 Add Receiving Document Entry Form
Enter the document information.
Select Process.

The new receiving document opens.

Continue with Select or Add a Carton

After adding one or more cartons:
- Add a Comment to a Carton
- Save Document

Select or Add a Carton

To select or add a carton for a receiving shipment:

Figure 43-10 Select or Add a Carton

Scan a carton ID or enter a carton ID.

The Item Entry Screen opens.

Item Entry Screen

The item entry screen can be used for the following functions:

Figure 43-11 Item Entry Screen

Back button. Select this Back Button to return to the carton selection screen.
Item entry field. See Enter Items.
Context Menu Button. Select the Context Menu for access to:
- Add a Comment to a Carton
- View Exceptions
Receiving Items. Each item displays information about an item in the Receiving Document. Select an item for access to:
- Change Item Quantity
- Void a Line Item

If you added a new carton, the Item Entry Screen will not have any items listed.

Enter Items

To enter items into a received shipment:

Scan an item or enter an Item ID.

If prompted for an item quantity:

Figure 43-12 Item Entry Screen - Enter Quantity
Enter the item quantity.
Select OK.

Xstore POS returns to the item entry screen.

Repeat these steps for each item in the carton.

When you have finished entering the items in a carton, select Back to return to the carton entry screen.

Change Item Quantity

To change the number of an item in a carton:

Figure 43-13 Item List

Select the item in the item list.

Figure 43-14 Change Quantity Option
Select Change Qty.

Figure 43-15 Enter Quantity Prompt
Enter the new quantity.
Select OK.

The item quantity is changed and Xstore POS returns to the item entry screen.

Void a Line Item

To remove a line item from a carton:

Figure 43-16 Item List

Select the item in the item list.

Figure 43-17 Void Line Item
Select Void Line Item.

Figure 43-18 Void Line Item Confirmation Prompt
Select Yes to confirm the void.

The item is removed and Xstore POS returns to the item entry screen.

Change Item Cost

Note:

This option is only available if Stock Valuation is enabled in Xstore POS.

To change the cost of an item for Stock Valuation:

Figure 43-19 Item List

Select the item in the item list.
Select Change Cost.
Enter the new item cost.
Select OK.

The cost of the item is updated and Xstore POS returns to the item entry screen.

Receive Carton in Total

To receive all items within a carton:

Note:

The Receive Carton in Total option is only available on cartons with a status of OPEN, and for which no items have yet been received

Select the Context Menu in the Item Entry Screen.
Select Receive Carton in Total.

The received quantities of the items in the carton are set to the expected quantities, the carton is closed, and Xstore POS returns to the carton selection screen.

Add a Comment to a Carton

To add a comment to a carton:

Figure 43-20 Item List - Context Menu

Select the Context Menu in the Item Entry Screen.

Figure 43-21 Add Comment
Select Add Comment.

Figure 43-22 Receiving Document Note - Add Comment
Enter the comment.
Select OK.

The note is added and Xstore POS returns to the Item Entry Screen.

View Exceptions

To search for items with differences between their expected and received quantities:

Select the Context Menu in the Item Entry Screen.

Figure 43-23 View Exceptions
Select View Exceptions.

Figure 43-24 Carton Exceptions List

Xstore POS displays a list of the items in the carton with differences between their expected and received quantities.

When you are finished viewing the item exceptions select Back to return to the Item Entry Screen.

Add a Comment to a Document

To add a comment to a receiving document:

Select the Context Menu in the carton list.

Figure 43-25 Add Comment
Select Add Comment.

Figure 43-26 Receiving Document Note - Add Comment
Enter the comment.
Select OK.

The note is added and Xstore POS returns to the carton list.

Receive Document in Total

Note:

The ability to receive a document in total must be enabled for this option to be available in Xstore Mobile.

To receive all items within a document:

Select the Context Menu in the carton list.
Select Receive Document in Total.
Select Yes to close the document or select No to keep the document open.

The received quantities of all the items in all the cartons are set to the expected quantities and the cartons are all closed. Xstore POS returns to the carton selection screen.

Save Document

To save changes to a receiving document:

Select the Context Menu in the carton list.

You must be in the carton list. If you are in the Item Entry Screen, select Back to return to the carton list.

Figure 43-27 Save & Exit
Select Save & Exit.
Select Yes to close the document or select No to keep the document open.

Xstore POS returns to the Document Search screen.