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 Receiving.

 

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

On the QTM website, 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, click the Receive All Items button.
  • If items have been damaged or only partially received, only enter the quantities of the items received for each item and click Receive Order.


  • There is a date field that will auto-populate with today's date. This can be changed to when the items were actually received if needed.
  • If you need to make notes there is a field to do so at the bottom of the page.

 


Step 3. Click Next

  • This opens the Packing Slips page.
  • 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.
  • Note: 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.

 

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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