Sometimes orders don't go as planned. We've offered some guidance below to help you navigate these specific situations that may arise when using Receive Order. 


If you require assistance, please reach out to our Customer Success team - we are happy to help!

 

 

 

Advanced topics

 

How to manage your partially-received order

If you require additional assistance, please reach out to our Customer Success team - we are happy to help!


  • If your order is partially-received, it will still appear on your Active Orders page.
     
  • The Partially Received status indicates that the order has undelivered items and/or an overage.
     
  • Update your received items / services by clicking Receive Order again.
     
  • By default, only incomplete items can be received.

 

 

How to manage overages

  • Indicate an overage: when you receive a greater number of items than the order items listed, it indicates an overage.
     
  • When your PO has an overage, our system will mark it as partially-received and remain open on the Orders page.


Next step: 

There are two ways to correct an overage:

 

 

How to place returns

If you require additional assistance, please reach out to our Customer Success team - we are happy to help!


  1. Return the overage items to the supplier.
     
  2. In your order ticket, click Receive Order.
     
  3. Enter the amount of items that returned - in the negative (use a minus sign).
     
  4. Upload documents / pictures if needed.
     
  5. Click / tap Submit.


! If you are keeping some of the overage, you must complete a change order.

 

  

Next step

Receipt of Goods (Mobile) or Receipt of Goods (Web app)

 

 

Tips and tricks for success

  • Help accounting to verify that the order is received by attaching a photo of the received item when prompted.
     
  • If the order is not on-site by the agreed-upon date, reach out to the supplier.

 

 

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Need help?

There are three ways to reach our Customer Success team: