Manually Create Receiving Orders

This article shows DVU users how to create a receiving order with the system set for Barcode mode.

1. Go to Home > Orders > Receiving Orders.

2. On the main page, click the plus icon.

3. Select Create New Receipt.

Filling in the fields

1. On the General page, select an Account. (required)

2. Add an Order Number. (optional but recommended).

3. Click Save to create a unique transaction number.

4. Check the box if this order is a return.

5. Fill in other fields as needed.

6. Click Save.

Adding inventory

Click Line Entries on the side menu and then fill in the form fields.

1. Click the plus icon to add an item to the order.

2. In the side panel, enter an Item Code. (required) Optionally, click the plus icon to create a new item.

3. Fill in the Qty Planned. (required)

4. Enter additional information as needed.

5. Click Insert or Insert and New.

Managing a record

DVU adds the record to the Line Entries table.

• To edit an item, click a table row (changes to blue) and update information in the form.

• To remove an item, click the Delete icon and click Ok in the confirmation popup window.

Other items

Depending on local circumstances, DVU users can improve the order by adding or verifying information. Click a link on the side menu to open any of the below pages.

• Appointment - Set a time period to receive the delivery. Optionally, DVU users can assign a dock door.

• Cross Dock - Prepare incoming inventory for an outbound shipment. Learn more.

• Charge Codes - Review and edit charge codes for this order. Input values for Manual charge codes.

• Documents - Upload documents or images.

• Notes - Create time-stamped notes and messages.

• Source Data - Under development.

• Event History - View a log of actions related to this record.

• Event Management - Timestamp events between the driver in the yard and driver out.