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.
Picking, packing and dispatching a shipment
Sending goods out — a Sales Shipment or Local Shipment — follows the same card-by-card flow, ending in a Dispatch action.
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.