The Delivery function allows you to receive deliveries and create e-invoices from vendors by scanning the items delivered. You can then upload the e-invoices to My Pricebook for automated entry.
Scan item you are receiving. You will hear a beep and the UPC field will fill when you receive a successful scan. A description, department, price and other info will also display and the app will be waiting in the Quantity field. If you see a UPC number but no other information that could mean 3 possible things.:
2. This is a new item and is not yet in My Pricebook. You can continue and update this product's information.
3. Your hand held is not reading the UPC codes properly. Please contact support to help calibrate your hand held device. This is not likely but can be an issue.
Enter quantity you are receiving. You can modify or change other information on the screen if the field is white. In order to modify Description, # of Units or Price, the Manager Override must be on in the Settings.
If you want to edit or remove an item in this delivery, tap on the item you want to change and the line will highlight in blue, then tap Edit item. The app will take you to screen 5 and you can change the information or tap to delete the item from the delivery.
If you want to edit or remove an invoice, tap on the Invoice you want to change and the line will highlight in blue, then tap Edit Invoice. The app will take you to screen and you can change header information, edit items or tap to delete the Invoice from the scanner. Tap Close you have completed your changes and continue to Step12.