The Shipping & Receiving menu is built for the floor — the screens you use on your phone to receive goods in and send goods out. Everything here is mobile-first, so it works on a small screen while you're at the bay or in the aisle.
How the screens are laid out
Shipping & Receiving works the same way for every job: a list of records takes you into a process screen for one record.
- Open a Shipping & Receiving menu item (for example a Purchase Order to receive, or a Sales Shipment to dispatch).
- You get a scrollable list of cards, one per open record.
- Tap a card to open that record's process screen, where you do the actual work.
- The ‹ back kicker at the top of the process screen returns you to the same list you came from.
Each process screen shows its identifier prominently at the top (like PO-…, SS-…) with a soft chip for the supplier/customer and status, and a count pill.
These are the execution screens. The filter-heavy management/admin versions of the same records live under Procurement & Logistics or Sales — not here.
Reading the item cards
Inside a process screen, the line items appear as .ops item cards. Each card shows:
- The product image (a grey placeholder box if there's no picture yet).
- The product description as the bold, primary label.
- The product code underneath in muted
[SQUARE_BRACKETS]. - A quantity row — for example Ordered vs Receive, or picked/collected — and a green accent once a line is fully done.
A slim progress strip across the top of the item list shows how far you've got (for example "X of Y received").
Receiving a Purchase Order or Local Receipt
Receiving is an inbound job. Open the record from the list, then work down the cards:
- Enter the quantity you actually received on each line (and a serial number where the product needs one).
- When everything is captured, tap the primary Receive → Complete action in the bottom bar.
The record then flips to done. A signature is not required for inbound jobs, though you can still take photos of the delivery if you want proof.
If you only receive part of a Purchase Order, the system handles the backorder for you — you don't need to create anything extra.
Shipping a Sales or Local Shipment
Sending goods out — a Sales Shipment or Local Shipment — follows the same card-by-card flow, ending in a Dispatch action.
There is no picking round and no staging area. The collector arrives and you work the shipment at the shelf — tapping Collect on a line is not a trip to a staging bay, it is the record of those units leaving that bin and passing into your hands. If packing was asked for, you combine the items into a measured package first and ship the package.
A Sales Shipment floor list opens on the Placed queue — the shipments that are committed and waiting for you — and toggles to Dispatched for the ones that have just gone. Those two are the whole list. A Parked shipment never appears: it is not committed yet, so nothing on it is yours to ship, and collecting against one is refused. If what you were asked for is in neither queue, it has not been placed — say so to whoever asked and leave it with them. Getting it placed with Sales is theirs to do, not a message you carry across.
Before you can dispatch, there's one hard rule:
- A collector's signature is required. If you tap Dispatch without one, you'll get an error and the signature pad opens automatically — the dispatch won't go through until the signature is captured. A banner reminds you: signature required, photos recommended.
So the practical order is: capture the goods on each card, take any photos, get the collector to sign, then dispatch.
Adding a photo or attachment
The bottom action bar carries capture controls alongside the primary button. Use them to:
- Take a photo (or attach a file) — proof of condition, a delivery note, a POD.
- Capture a signature on outbound jobs.
Attachments show up as image tiles on the record. On the item cards themselves, if a product has no picture, you'll see an Add photo option — the photo you take becomes that product's image everywhere in the app. Some cards also offer a per-product Print label button.
Adding an attachment is always allowed, no matter the record's status.
Working with completed records
A finished record — a receipted PO, a completed Local Receipt, a dispatched shipment — still opens from the list so you can review it. It opens read-only: the stock-moving buttons (receive quantity, complete, dispatch) are switched off because the job is done.
The one thing you can still do is add attachments — snap a photo or attach a document even after completion. (Deleting attachments is limited on a completed record: you can only remove ones you added in the current session, not the originals kept as the record's proof.)
If you don't immediately see a completed record in a list, look for a Completed toggle or filter — some floor lists show open work first and reveal recent completed records on demand.