Overview

The supplier has arrived on-site with your order. You check it against the PO to ensure a full delivery of undamaged items. You open your QuoteToMe app and record this by using Receive PO.


Receive PO supports:

  • Receiving all items with one tap
  • Recording overages
  • Recording damaged products
  • Recording partial delivery
    • The PO will remain partially-received and in your To-Do List tab of the Orders page until all items are fully received.
  • If the PO requires changes, you can use our Change Order feature.


Your updates made here are automatically synced and visible to all members of the project team – including accounting. Everyone is on the same page in real-time!

How to use Receipt of Goods


Step 1. In your QTM mobile app, find and open your Purchase Order.
 

Step 2. Tap the Receive Order button.

  • Tapping on Receive Order opens the Receive Order Items page.

Step 3. Receive Order Items against the order you have received.

  • If all items have been received, are intact, and are the correct items, tap the Receive All Items button.
  • If items have been damaged or only partially received, enter the quantities of the items received for each item and tap Receive Order.

Step 4. Tap Next.

  • Tapping Next will open a slide-in menu before opening the Packing Slips page:


 

Step 5. Engage with Upload Packing Slips slide-in menu.

  • This menu is skippable and will prompt you to take a picture or upload a document.
  • Attaching a photo, document, or tapping Skip this will open The Packing Slips page.


Optional: tap Take a Photo or Add document to upload documents that support your order.
e.g. packing slips, bills of lading, photos, reports, etc.

  • If you want to upload multiple documents or photos, you can do so on the next page.
  • If you want to upload an existing picture, you must use Add Document to attach it.
  • Optional: if not required, tap Skip this.


Step 6. Tap Back to Order.

  • The status will change to Partially-Received or Complete as appropriate.

 

 

Need help?

There are three ways to reach our Customer Support team: