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 PO.

 

Receive PO supports:

  • Receiving all items with one tap
  • Recording overages
  • Recording damaged products
  • Recording 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 synched 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 Receive Order


On the QTM website, find and open your Purchase Order.
 

Step 1. Tap the Receive Order button.

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


 

Step 2. Receive Order Items against the order you have received.


  • If all items have been received, are intact, and are the correct items, click 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 click 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.

 

 


Step 3. Click Next.


  • Clicking Next will open a slide-in menu before opening the Packing Slips page.
  • Optional: Use Upload a file or drag and drop to upload documents that support your order, e.g. packing slips, bills of lading, photos, reports, etc. 

    This step is skippable. If required by your company policy, take a picture or upload a document to include with your PO documentation.


   

Step 4. Click Submit.

  • 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.  


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Need help?

There are three ways to reach our Customer Support team: