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 trusty QuoteToMe app and record this by using Receive.

 

Receiving supports:

  • Receive all items with one tap
  • Record overages, damaged products, or partial delivery


 For incomplete receiving:

  • The PO will remain partially-received and in your Active Orders tab of the Orders page until all items are fully received.
  • 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!
  • If the PO requires changes, you can use our Change Order feature.

How to use Receiving


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

Step 1. Tap the Receive button.

  • This will open the Receive Order Items page.

Step 2. Receive Order Items

  • 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 3. Tap Next.

  • This opens a slide-in menu before opening the Packing Slips page:

 

Step 4. Engage with Upload Packing Slips slide-in menu

  • This menu is skippable and will prompt you to take a picture or upload a document.
    • Take a Photo will open your camera to take a picture. You can add more than one.
    • Add document will open your file browser to upload an existing picture or document
    • Skip This will receive without adding any documents.


Step 5. Tap Submit

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


To un-receive items: you can enter a negative quantity - use this if something was mistakenly received or a wrong quantity was entered.

  • A return for refund should be done with a change order instead.

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