Materials Receiving: Receiving Materials
Last Updated: August 31, 2023
Before proceeding with the receiving of materials, below is the outline of the materials receiving form that provides a clear overview for users, and the form section includes a brief description to guide you through the process:
Make sure that the proper form access settings are enabled to each user. You can check and edit the form’s Access Settings.
When the materials arrive, they are received by the Warehouse to confirm receipt and conduct an initial inspection of the materials. The receiver can either manually select the corresponding PO or use the QR/Barcode scanner to scan the PO Code and populate the list of materials that are expected from the delivery.
The process of receiving materials on Steer is as follows:
Head to the Site Materials module (Project Sidebar > Site Materials) and select Materials Receiving.
On the Materials Receiving summary page, click on Create Ticket. This will open the Materials Receiving form.
The form shows the available materials for receiving. You may search for the material you are looking for by entering its PO Number on that field or go directly to the Materials List section.
You can select Load More to show more materials in the list, or Load and Select All to automatically select all materials available in the form.
There are two methods to locate materials using the PO number, either by entering the PO number on its field or by scanning the barcode using the scanner of Steer’s mobile app.
Method 1:
By entering the PO Number, click on the Search button to display the list of materials related to that PO below.
Method 2:
Use the scanner in Steer's mobile app to scan the barcode that corresponds to the material's PO Number. To do this, simply load the Materials Receiving form and tap on the PO Number field. Then, click on Search to update the list of materials.
Tick the checkbox of each material available for receiving and update the following fields:
To see these following fields, drag the rectangular icon located at the bottom to the right.
Once done, click on Submit Ticket to complete the material receiving phase.
Once the ticket is submitted, take note of the following:
The rejected materials will be subtracted from the For Releasing Quantity.
The materials tagged as For Quality Check will go to the Materials Quality Check for additional inspection.
All materials that passed through the Receiving phase will be prepared to be released.
Inventory Stock Count: Conducting a Stock Count
Next Article: Material Quality Check: Inspecting the Materials
Previous Article: Purchase Request: Encoding PO Details to Steer
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Receiving Materials on Steer
Before proceeding with the receiving of materials, below is the outline of the materials receiving form that provides a clear overview for users, and the form section includes a brief description to guide you through the process:
| Role | Form Section | Description |
|---|---|---|
| Warehouse Supervisor | Header | Use the PO Number field to filter the material you are looking for. |
| Materials List | This section pulls items that have a value of greater than 0 in the For Receiving Quantity from the Work Order Materials record. |
Make sure that the proper form access settings are enabled to each user. You can check and edit the form’s Access Settings.
Instructions:
When the materials arrive, they are received by the Warehouse to confirm receipt and conduct an initial inspection of the materials. The receiver can either manually select the corresponding PO or use the QR/Barcode scanner to scan the PO Code and populate the list of materials that are expected from the delivery.
The process of receiving materials on Steer is as follows:
Head to the Site Materials module (Project Sidebar > Site Materials) and select Materials Receiving.
On the Materials Receiving summary page, click on Create Ticket. This will open the Materials Receiving form.
The form shows the available materials for receiving. You may search for the material you are looking for by entering its PO Number on that field or go directly to the Materials List section.
You can select Load More to show more materials in the list, or Load and Select All to automatically select all materials available in the form.
There are two methods to locate materials using the PO number, either by entering the PO number on its field or by scanning the barcode using the scanner of Steer’s mobile app.
Method 1:
By entering the PO Number, click on the Search button to display the list of materials related to that PO below.
Method 2:
Use the scanner in Steer's mobile app to scan the barcode that corresponds to the material's PO Number. To do this, simply load the Materials Receiving form and tap on the PO Number field. Then, click on Search to update the list of materials.
Tick the checkbox of each material available for receiving and update the following fields:
To see these following fields, drag the rectangular icon located at the bottom to the right.
| Field | Description |
|---|---|
| PO Line-Item Status | From Active, change the status to Closed or For Quality Check, depending on the material’s physical condition. |
| Received Quantity | The amount of received materials. |
| Rejected Quantity | The amount of rejected materials due to certain issues. |
| Reason | For rejected materials, include the reason if they are Quality or Overstock issues. If Others is selected, fill out the Others field and include the description of the issue. |
Once done, click on Submit Ticket to complete the material receiving phase.
Once the ticket is submitted, take note of the following:
The rejected materials will be subtracted from the For Releasing Quantity.
The materials tagged as For Quality Check will go to the Materials Quality Check for additional inspection.
All materials that passed through the Receiving phase will be prepared to be released.
RELATED ARTICLES:
Inventory Stock Count: Conducting a Stock Count
Next Article: Material Quality Check: Inspecting the Materials
Previous Article: Purchase Request: Encoding PO Details to Steer
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 31/08/2023
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