Receiving Stock (Scanner)

Using a Supply'd handheld scanner streamlines stock receiving by reducing manual entry, minimising errors, and ensuring real-time inventory updates for a more efficient process.

A Supply’d handheld scanner can be used to receive both Orders or Stock. This document will focus on receiving Stock.

If you need to receive in items that are associated with an order, see the Receiving Orders (Scanner) document.

In this document, we will guide you through the Receiving Stock process step-by-step, providing detailed explanations and helpful insights for:

Starting a Receive

To start receiving stock, go to the Scanner page on Supply'd (this will only show on Supply'd scanners) and select Receive.

The Start Receiving screen will show.

If a previous Receive hasn't been finalised and you attempt to start a new one, you will be prompted to resume the incomplete Receive.

Type

Clicking this will give you two options: Receiving an entire order or specific products.

Select either Order or Stock from the drop-down menu. In this case select Stock.

Location

Select the receiving location for the order or stock from the drop-down menu.

Click .

Receiving Stock

The Scanner - Receive Stock screen will show, flashing red to indicate it's ready to scan.

You can either scan the item's barcode or search for it manually. Scanning is the quickest and easiest method.

Scanning

To scan the item, point the scanner at the barcode on the item and press either of the scanner buttons on the sides.

Manual Search

Searching manually is useful if the item doesn't scan, doesn't have a barcode or the barcode is damaged. To search manually, in the Search Products field, start to type the name of the item and a list of matching products will show for you to select from.

Once the item is scanned or selected, a screen will appear detailing the item and the stock levels.

Count the number of items received and add the number using the "+". In our example, we are receiving 10 White Chocolate Unicorns.

If the number is large, you can click the "0" and type the number in.

Click DONE (or close the screen by clicking the X).

Repeat for any other stock you need to Receive.

Adding Batch Data

Clicking the 3 dots next to Batch data, will bring up a menu:

Edit Batch

Opens the Edit Batch Data form where you can enter the details for the batch.

Add the data and click . The batch data will be added to the item.

Add the number of items with these batch details by using the "+". In our example all items received have the same batch details so the number is "10".

Match Batch

Automatically matches existing batch data and updates the inventory numbers accordingly.

Split Batch

If the items you are receiving are from different batches, you can add them here. Clicking this opens the Edit Batch Data form, as above, where you can enter the details for the batch. Add the number of items with these batch details by using the "+".

Repeat the process for remaining batches.

The total from all batches should equal the total number received.

In our example, we received 6 items from one batch and 4 from another, making a total of 10.

Edit Bin Location

Opens the Edit BIN Location form where you can enter details of the items location in the warehouse or store.

Once you have all the required details for the item, click the X in the top right corner to close the item and proceed to the next one.

Repeat the process for each item being received.

Additional Options

Clicking the 3 dots on the scanner screen, will bring up a menu:

View Items Received

Open the Edit Receive Stock screen where you can view all the items you have entered.

Clicking on the 3 dots beside an item opens a menu.

Edit Item Opens a screen where you can edit the number or add Batch Data (as above).

Remove Item Will remove the item from the list. You will be asked to confirm.

You can also Finalise the receive from this screen.

Finalise Receive

Will finalise the Receive. An alternative to the Finalise Receive button. You will be asked to confirm.

Cancel Receive

Will cancel the receive. You will be asked to confirm.

Finalising a Receive

Once completed, click Finalise Receiving.

You will be asked to confirm.

Receiving Finalise will flash across the top of the screen in green.

Be sure to remember to finalise the Receive, as the inventory numbers will not be updated until then.

If you need to receive in items that are associated with an order, you would instead use the Receive Orders function. See the Receiving Orders (Scanner) document for details on doing this.

Viewing the Receives List on the Scanner

To view a list of receives on the scanner, click the 3 lines on the top left to take you to the Supply'd main menu.

Select Inventory, then the Receives tab.

Receives are labeled with colour-coded tags - either , - for easy identification.

Clicking on a receive will bring up all the details, including the Order Number, date, location, the items and number of items received, and the dollar value.