Reference guide
Receiving in depth
The quick-start guide covers the basics — this walks through the full inbound flow, from a client's heads-up to inventory landing in the right client's stock.
How inbound receiving works
A shipment can start two ways: your client submits an Expected Inbound — a heads-up with a PO number, supplier, carrier, and expected arrival date, either by email or through their Client Portal — or you skip straight to creating the inbound shipment yourself. Either way, warehouse staff scan and receive it when it physically arrives.
Creating an inbound shipment
If the client already submitted an Expected Inbound, open Operations → Expected Inbounds, find it, and click Convert to Inbound — it carries the PO number, supplier, and expected arrival over automatically. To create one from scratch, open Operations → Inbound → Create Inbound instead: select the client and warehouse, and optionally fill in the PO number, transportation company, sent-from name, and estimated arrival. Add the expected items — products and quantities — and save. It lands in your Inbound queue, ready for the floor.
Receiving on the warehouse floor
Open the receive screen on a phone or tablet, find the shipment, and tap Receive — this opens a mobile-friendly receive screen built for scanning, not typing. For each line, scan the barcode to auto-confirm the quantity, or adjust it by hand if what arrived doesn't match what was expected. Tap Submit receipt when done.
Any phone camera works — no dedicated hardware scanner required, though Zebra and Honeywell keyboard-wedge scanners are supported too if you already have them.
What happens after receiving
Inventory is added to the client's stock in whatever bin you placed it in — it shows up immediately, including in their portal if they have one. Once you're confident the quantities are right, click Finalize to lock in the receiving billing event.