An inbound schedule allows you to track and receive incoming delivery of products. An inbound schedule reduces the likelihood of human error in tracking and receiving items. It streamlines the receiving process by providing a centralized platform for managing purchase orders and tracking incoming items.
Click Menu at the top of the screen
2. Click Scheduler to expand the menu
3. Click Inbound
4. Click the Inbound Date field to select the inbound date
5. Click the Location drop down arrow to select the location the products are shipping to.
6. Click + Delivery Entry
7. Select the From date and time using the calendar. The From time can be adjusted at the bottom of the calendar
8. The From-To time period for delivery defaults to a two-hour window once the From time has been selected. However, you can lengthen or shorten the window by clicking the To field and selecting the time at the bottom of the calendar.
9. Select the Vendor using the Vendor drop down arrow
10. Select the Load Type using the Load Type drop down arrow
NOTE: Major loads are for large item deliveries. Minor loads can be used for smaller items such as parts.
11. Although not required, other information (ex: Carrier, # of Pieces, Door, Load #, Sales Document, Delivery Number, Manifest Number, Purchase Orders and Notes) can be added to your inbound schedule to give a more complete picture of what is being delivered.
Once all information is entered click Save.
Uploading a Delivery Manifest:
It is recommended that the delivery manifest be requested from the shipping company and uploaded to the inbound schedule.
Click the Upload Manifest button
Click Choose File. Select the manifest. Click Open
Enter a name for the manifest in the Name field
Click Save
Manifest files can be found at the bottom of the Edit Delivery Entry screen
Entering Arrival and Departure Times:
Truck arrival and departure times can be added using the Arrived and Departed action buttons
Click the Arrived or Departed action button and select the arrival and departure times using the calendar. The time can be adjusted at the bottom of the calendar
Click Save to add an arrival or departure time
Arrived trucks will be highlighted in yellow. Departed trucks will be highlighted in green
Receiving Items:
NOTE: Trucks must be departed for items to be received
To receive items, click the Receive action button
Click + Model
Enter the Model number in the Model field. Enter the Quantity in the Qty field. Click Update
Print labels to affix to the items by clicking the Print button
Select the label type. Click Print to print the label
NOTE: Once labels are printed and affixed to the items, PocketScan can be used to receive the items into stock. The instructions below detail how to manually receive the items without using PocketScan.
Click Receive at the bottom of the Receiving menu to receive the item(s)
Select the location the shipment was delivered to by clicking the Select a Location drop down
Select the warehouse location by clicking the Select a WHSE Location drop down
Enter the Brand Serial # and Brand Run # in the Brand Serial # and Brand Run # fields. Click the selection box beside the Brand Run #
Click Process Receiving
Using Other Actions (Note, Edit, Move, History):
Note - Allows you to add more information regarding the shipment to the delivery
Edit - Allows you to edit information previously entered
Move - Allows you to move the inbound date
History - Allows you to view all activity regarding the inbound delivery