Please also read our Receipt of Goods: Advanced Topics article, which offers guidance for handling returns, damaged items, and overages.


Steps in Get Quotes workflow:

Get Quotes > Review Quotes & Create PO > Send PO > Receive Order


Steps in In-Store PO workflow:

Create an In-Store PO > Complete In-Store PO > Receive Order

 

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 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 Active Orders 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 synched 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


  1. In your QTM mobile app, find and open your Purchase Order.
     
  2. Tap the Receive Order button.
    Tapping on Receive Order opens the Receive Order Items page.
     
  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.

    !  Note that the Next button will be greyed out if any of the items are left blank. If it has not been received, the value must be 0.
     
  4. Tap Next.
    Tapping Next will open a slide-in menu before opening the Packing Slips page.
     
  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.
       
  6. Add more documents or tap Next.
    • Optional: upload more documents to your order.

      Tap the paperclip icon in the top-left corner under the list of attachments to bring back the slide-in menu "Upload Packing Slips."

      If you touch it by accident, you can exit the slide-in menu by tapping another part of the screen.
       
    • Tap Next to save & update the PO.
        
  7. Tap Back to Order.
    The status will change to Partially-Received or Complete as appropriate.

 

 

Tips and tricks for succecss

  • To help accounting to verify the order has been received, you can attach a photo of the received item when prompted.
     
  • If the order does not arrive on-site on the agreed-upon date, reach out to the supplier.
     
  • Read Receipt of Goods: Advanced Topics  to learn how to handle specific situations including: receiving damaged goods, incomplete orders, and placing returns.

 

 

Related articles

  

  

 

 

Need help?

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