1. Overview of Receiving
The Receiving feature in Field Mode allows users to receive and add items from a purchase order that has been drop-shipped to a project or jobsite.
2. Navigate Purchase Orders
Tap Receiving from the Home Screen.
The app will display a list of purchase orders by default with a Waiting for Receipts status.
To filter:
Tap Closed to view POs marked as Done Receiving.
Tap All to view both open and closed POs.
3. View a Purchase Order
In the list of Purchase Orders, locate the PO you want to view.
Tap the icon next to that PO to open its details.
Review the PO information including vendor, cost center, and items.
Tap the Back arrow to return to the list of Purchase Orders.
4. Receive Items from a Purchase Order
From the Receiving screen, tap a PO with the status Waiting for Receipts.
The screen will display TODO items from the ticket.
Tap RECEIVE next to the item you’re receiving.
Enter the quantity received and tap OK.
(For unique items only) Edit the Item ID, Barcode, or Serial Number if needed.
Tap RECEIVE AND ADD ITEMS to confirm.
Tap Done.
Items that have been successfully received will display a green Received stamp.