Consignments can be received into the warehouse using the warehousing app. The Receive page displays all consignments in a Ready to Receive status - for more information on statuses see Consignments and Statuses.
To receive a consignment start by tapping the Receive button on the app Dashboard or Receive from the app menu.
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The Dashboard and App Menu
Navigate to the consignment by finding it in the list.
You can use the search function to narrow your results.
The search supports searching by:
- Product Name
- Product Code
- Client Name
- Consignment Number
- Consignment Reference
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The consignment view
Receive Consignment
Once you have located the correct consignment, tap to open it. You will be presented with a page called Receive Consignment. This page displays:
- Client Name
- Consignment Number
- Consignment Reference (If Applicable)
- Consignment Carrier (If Applicable)
- Consignment Container (If Applicable)
- Expected Arrival Date/Time
The Percentage and Quantity of all products received in the Consignment is shown in the progress bar.
Below this information are the Consignment Products.
Each Product row shows details about that product including:
- Product Code
- Product Batch
- Product Dates such as expiry, sell by, etc
- Quantity
- Percentage of the expected quantity received.
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The consignment detail, including receive progress. In this example we have received 40%
Receive Product
To receive a product, scan the product SKU or tap into the product. Scanning will automatically verify the product is correct.
Scan or select the location you are receiving the product into.
Enter the quantity you are receiving to the location, or if the product is serialised, scan or select the serial numbers you are receiving.
If you haven't already, optionally scan the product barcode or batch to verify the product is correct.
Tap Receive Selected to receive the product into the warehouse location.
.Marking a Consignment as Completed
When all products have been received for the consignment you can mark it as complete. To do this open the action menu from the Receive Consignment page and tap Mark as Completed.
You will be asked to confirm this action. Tap Yes to proceed.
If the amount received differs from what was expected, Consignly will prompt you to confirm. In this case, the consignment metrics will be updated to reflect what was actually received. Consignly does this by marking appropriate metrics as 'manual', and sets the values for them.
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Consignly confirming that the consignment is under- or over-received.
Updating Consignment Metrics
Sometimes consignment metrics such as the Weight, Volume, or specific custom unit types must benupdated.
To do this, choose Metrics from the you can do so from the action menu shown on the Receive Consignment page.
Open the menu and tap Metrics to open the Consignment Metrics.
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Opening Metrics from the Action Menu
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Adjusting metrics
To edit a metric tap either + or - to change it up or down or tap on the icon to switch the calculation method to manual.
When the method is set to manual you will be able to enter a new value for that metric via the device keyboard.
When you have completed any edits tap Save Changes to proceed.
Adding Notes
Adding notes is a great way to convey additional information about the consignment such as the condition of the goods. A Note can be a simple message or can include photos. Notes will appear in the portal against the consignment and can be accessed from the notes tab.
Each note is automatically dated and labelled with the user that made it.
To add a note navigate to the Consignment and tap the action menu to open it, select Notes.
If any other notes have been created for this consignment they will show in this consignment notes page.
To create a note, tap the add note icon. To view an existing note, tap the note.
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Adding Notes from the Action Menu
Enter in some text and optionally tap the Add Photo button to capture photos against the note.
Taking Photos
Photos can be captured on a consignment. These photos appear in the notes section on the consignment in the portal.
To take a photo navigate to the consignment and tap the action menu to open it. From the action menu tap Take Photo. The camera will launch, allowing you to capture an image.
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Taking Photos from the Action Menu