Inbound
Introduction
The inbound section in the Inventory App supports users in handling the receipt of goods. Users can accept items, perform a brief quality inspection, and stow the items in an inbound location. An administrative view of all closed and pending inbound processes is available in the Backoffice in the Inbound View.
Description
Inbound process overview
Upon opening the inbound section, the user gets an overview of all expected deliveries based on information within purchase orders. The app displays only processes that are not closed or cancelled. For each entry in the overview, the app displays the supplier name in the headline, while the subtitle shows the value configured in the field tenantInboundProcessId. Users can search for specific processes by purchase order ID or supplier name. In addition, users can filter entries by status and date.
Inbound process status
Four functional statuses apply to an inbound process:
Open: The delivery has not arrived or the receipt of goods has not been completed.
Closed: The completeness of the delivery was confirmed, the items were checked and placed on a storage location, or the delivery was cancelled.
Partial Delivery: The delivery has arrived and items were checked and placed on a storage location, but some items are missing.
On hold: Any inbound process can be put on hold. If a process is on hold, the app displays a modal asking for confirmation before a user can start the process.
Exemplary Use Cases:
Some items were missing and the order should only be stowed once the complete delivery has arrived.
Items are damaged and a supervisor must check the order before items can be stowed or written off.
Goods acceptance in the Inventory App
General
A user can start a goods receipt by either clicking on one of the entries or by scanning the delivery note. To scan, a user clicks the symbol in the right corner and scans the barcode on the delivery note with an MDE device.
Upon opening an entry in the inbound overview, the user receives an overview of all items that are expected to arrive.
Clicking an entry starts the inbound process. For each product that has arrived, the user can indicate the total quantity and the quantity of rejected items.
Additionally, a user can add a comment and photos to explain, for example, the reasons for rejecting certain items. If at least one product has been confirmed, the user can continue to scan the storage location.
After that, the system shows a summary of all accepted items and the scanned storage location, and the user can complete the receipt of goods.
Partial deliveries
Users can complete the receipt of goods without accepting all items. In that case, the entry receives the status Partial Delivery. The process remains in that status until a user either accepts the rest of the delivery or cancels it.
If a subsequent delivery arrives that belongs to the same entry, a user can continue the receipt of goods by clicking on the entry. In that case, the user can edit the quantity and condition of items that have not been accepted. Items that have already been accepted cannot be edited. If all remaining items have arrived in the subsequent delivery, the system changes the process status to closed, and the entry is no longer visible in the overview.
Products with stock properties
Users can enter values for stock properties during the receipt of goods. If stock properties are configured for a product, the user is directed to a different product detail page upon scanning or clicking on a product in the inbound overview.
In the detail page, a user can add values for stock properties such as an expiry date or batch number.
If there are different properties for the same product, a user can add several property sets (for example, several expiry dates) by scanning or selecting the product again and clicking the plus button on the product detail page.
After adding the stock property information, the user can enter the total and rejected quantity of received items. If tracking for the respective stock properties is configured as mandatory, the process cannot be completed without entering the property information.
Adding attachments to receipts
A user can add more details about the delivery or specific items using comments and photos.
A user can add comments concerning the whole delivery on the overview page by clicking on the comment icon.
A user can add comments concerning a specific product by clicking on the "Add comment" section in the product detail view. A user can add photos of delivered products by clicking on the "Add photos" section in the product detail view.
FAQs
How to add a storage location without scanning
Upon clicking the plus icon in the location scan view, the app shows an overview of all existing storage locations. Users can search for storage locations by ID or name. A user selects a location by clicking on it. The system then forwards the user to the summary page.
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