Last Updated: June 8, 2022

UserForm SectionDescription
Warehouse StaffHeaderUse the PO Number field to filter the material you are looking for.
Materials ListThis section pulls items that have a value of greater than 0 in the For Receiving Quantity from the Work Order Materials record.

How to Receive Materials on Steer
Head to 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 the PO Number field.

Web view
You may also 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.

Mobile In-app Barcode scanner view

Then, click on Search to update the list of materials for receiving.
Tick the box beside the material you are receiving and review the details by scrolling to the right.
You may choose to receive or reject the material based on its quality upon arrival. If the material has defects, you may reject it and update the PO Line Item Status field to For Quality Check.

Update the quantity of the materials you receive and/or rejected. If any materials are rejected, select a Reason for the rejection.

Once done, click on Submit Ticket.

Once submitted:
The rejected materials will be subtracted from the For Releasing Quantity.
The materials tagged as For Quality Check will go to Materials Quality Check workflow for additional inspection.
All materials that passed through the Receiving phase will be prepared to be released.

Inventory Stock Count: Submitting a Form
How to Submit a Materials Receiving form

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