Use the Filter Period dropdown to filter by Today, Yesterday, Tomorrow, This Week, Next Week, This Month, Next Month, Past Due or All.

Note: The system will remember the filter period the user selected. When the user returns to this section or logs back in, the system will automatically apply the previously chosen filter period. If no filter is selected, the system will automatically apply the "today" filter period.

The Receive window includes smart contextual searching capabilities in the Search Here field that include:

• Document Number
• Supplier
• Bill To 
• Buyer

The Receive detail window displays tasks with additional information including:

• Document#
• Supplier
• Bill To
• Due On
• Buyer
• Document Totals
• Actions

There are 2 ways to navigate around the receiving scoreboard details leading to the same task options once the truck has arrived.

1. Start Receiving: I plan to start receiving "document#" myself

2. Assign Task: I want to assign the task to someone

3. Shipment Arrived: Shipment for "document#" has arrived; can assign the task, will be in shipment arrived status in the associates assigned to me queue.

4. Open Report: Launches the delivery sheet report in a separate window with the ability to search, print or download the report.

• only accessible by action, not available when double-clicking. 

The ability for others to unassign tasks is crucial, as it impacts individual performance metrics when a task transitions from Assigned to In Transit. Additionally, the "start a task" feature should automatically begin at the moment the task is physically started, allowing ample time for it to be unassigned if someone else is available to take over.

Double-Click into the line item to view the 3 receiving tasks options:

1. Start Receiving: I plan to start receiving "document#" myself

2. Assign Task: I want to assign the task to someone

3. Shipment Arrived: Shipment for "document#" has arrived; can assign the task, will be in shipment arrived status in the associates assigned to me queue.

Start Receiving: I plan to start receiving "document#" myself

• This task option is used for the worker to immediately start the task. 
• When the user selects "start receiving," a pop-up window will appear with a comment section. While the comment is not mandatory, it's a useful space to note truck temperatures or any other information that may be needed for your property.

Assign Task: I want to assign the task to someone

• This task option is used for the task to be assigned to a worker to work on. When searching for the assign to, the dropdown displays associates and task count.
• Leaving the "assign to" field blank and selecting “assign task” will assign the task to yourself.
• Once the task is assigned to the worker, it will appear in the Assigned to Me section.

Shipment Arrived: Shipment for "document#" has arrived

• This feature allows participants to record the truck arrival time and indicate drop shipments. Will display in worksheets scoreboard as "Shipment Arrived"
• The shipment can be assigned to an associate. Once assigned, it will appear in the "worker assigned" status within the associate's "Assigned to Me" queue and on the worksheet scoreboard.

 Open Report: The Open Report action, accessible from the scoreboard grid, launches the delivery sheet report in a separate window, enabling users to efficiently search, print, or download the delivery sheet.

• only accessible by action, not available when double-clicking. 

In the worker assigned status, the worksheet document allows users to either unassign the task or start receiving. The worksheet has restricted features, providing view-only access to the ordered and work history scoreboards; received and deliveries is unavailable.

The Ordered Scoreboard displays the amount of items open on the ordered scoreboard as well as access to view items, including the ability to see item highlights, print labels, price retrieval information and perform item actions.

The Received Scoreboard is unavailable in worker assigned status. To input received data, select "Start Receiving" to transition to In Progress status.

The Deliveries Scoreboard in worker assigned is not available.

The Work History Scoreboard provides the work logs for the document at the worker assigned status which includes user, comments when the assignment was assigned, time and date.

When the user selects "Start Receiving," the task status changes from "Worker Assigned" to "In Progress."

In the In Progress status, the worksheet document allows users to either cancel receiving or finalize receiving.

Note: If the document needs to be refused, use the dropdown next to the finalize receiving and select "Refuse Document".

The Ordered Scoreboard (see detailed scoreboard below) similar to in worker assigned status, the scoreboard is available to view the items requested, see item highlights, print labels, view price retrieval information and perform item actions.

The Received Scoreboard (see detailed scoreboard below) allows users to enter received data before finalizing the task.

Note: The scoreboard is automatically matched at all ordered items are received.

See steps 3 & 4 for inputting information.

The Deliveries Scoreboard in progress status is not available.

The Work History Scoreboard provides the work logs for the document at the worker assigned and in progress status which includes user, comments, work status, time and date.

The worksheet documentation ordered scoreboard window shows the items ordered, price, amount and the ability to print labels or view item maintenance. 

The ordered scoreboard will displays:

• Document Total $$ (Ordered)
• When it was Ordered
• How many items are open (blue)
• How many items are closed (green)

Allows the user to filter the ordered items by either all departments that placed the orders or by a specific department.

Users can click on "Print Labels" to choose the type of label they want to print: inventory, retail, lot label or HACCP.

NOTE: Print label options vary based on the property.

Each print label option provides distinct attribute printing capabilities.

• Inventory: Warehouse-related attributes include Storage Location, Shelf, and Carry Price.
• Retail: Attributes related to selling items include SKUs, prices, UPCs, color, size, style, and brand.
• Lot Label: Attributes related to the specific receipt of an item by the company include Date Received, Receipt Number, PO Number, and others.
• HACCP: Attributes including nutritional labels, allergens, temperature checks, and other critical control factors.

Ability to perform smart contextual searching including:

• Product Number
• Product Name
• Price/Order Unit
• Status
• Price Origin

The ordered items are arranged by product number, with details including the item number, item name, and item details. To see the item highlights, click on the product.

Item Highlights

Users can view the item highlights in the product column by clicking on either the product number or description.

The item highlight includes:

• Item header with image, status, item number, item name, unit breakdown and the add to favorite feature. 
• Locations 
• Suppliers 
• UPC
• On Hand 
• On Order
• Back Order
• Due with the ability to select Today, Overdue or Tomorrow
• Ready to Pick
• Average Usage with the ability to select Daily, Weekly, Monthly or Yearly

 

 

• Open quantity at the start of the receiving process.
• If needed, you can view additional metrics associated with the worksheet by customizing the columns accordingly. 
  • Total Ordered column: view the total amount ordered on the PO.
  • Remaining column: view the open amount after the PO is received.

• Price per Unit - Color coordinated by price retrieval
• YELLOW
  • Previous Price
• BLUE
  • Contract Pricing
  • Prime Supplier
  • Bid Selection
• GREEN
  • Low Bid 
  • Inventory Pricing
  • Prc_Ex
  • RFQ Pricing
• RED
  • Manual Entry
  • Zero Cost
  • Not Found

• Total Dollar Amount 

There are 3 actions available per line item: create task, print label & view item. 

Create Task

• Create a Task from the worksheet by selecting a task type from the dropdown.
  • Required: Summary
  • Optional: Additional Request Information, Priority, Assign to, Attachments.

Print Label

• Print label options vary based on the property. 
• Print Label per Item gives users the ability to view the label before printing.

View Item

• Directs user to ITM

The worksheet documentation received scoreboard window shows the items ordered, received, price and the ability to print labels or view item maintenance. 

The received scoreboard will displays:

• Document Total $$ (Received)
• When it was Received
• How many items are Matched (green)
• How many items are Shorted (yellow)
• How many items are Not Shipped (red)
• How many items are Catch Weights (purple)

Allows the user to filter the received items by either all departments that are receiving the product or by a specific department.

Users can click on "Print Labels" to choose the type of label they want to print: inventory, retail, lot label or HACCP.

NOTE: Print label options vary based on the property.

Each print label option provides distinct attribute printing capabilities.

• Inventory: Warehouse-related attributes include Storage Location, Shelf, and Carry Price.
• Retail: Attributes related to selling items include SKUs, prices, UPCs, color, size, style, and brand.
• Lot Label: Attributes related to the specific receipt of an item by the company include Date Received, Receipt Number, PO Number, and others.
• HACCP: Attributes including nutritional labels, allergens, temperature checks, and other critical control factors.

Ability to perform smart contextual searching including:

• Product Number
• Product Name
• Price/Order Unit
• Status
• Price Origin

The received status columns displays whether the item was received or not received.

By default, all items are marked as received. Select "Received" to switch the status to "Not Received."

If majority of the received items are not received, use the "Not Received All" toggle and then set the remaining items back to "Received."

The received items are arranged by product number, with details including the item number, item name, and item details. To see the item highlights, click on the product.

Item Highlights

Users can view the item highlights in the product column by clicking on either the product number or description.

The item highlight includes:

• Item header with image, status, item number, item name, unit breakdown and the add to favorite feature. 
• Locations 
• Suppliers 
• UPC
• On Hand 
• On Order
• Back Order
• Due with the ability to select Today, Overdue or Tomorrow
• Ready to Pick
• Average Usage with the ability to select Daily, Weekly, Monthly or Yearly

 

 

• Open quantity on PO when the receiving was started.

• Received amount per unit
• Received - Matched QTY: When the item is marked as Received, the Received column automatically shows a "Matched" status. If you see a green bubble, there's no need for further processing; just confirm that the quantity in the ordered amount matches the quantity in the shipment you are receiving.
• Not Received - Not Shipped: When the item is marked as Not Received, the Received column automatically shows a "Not shipped" status. 
• Received - Shorted QTY: If the item was received but short, select the field to enter the quantity that was received. Since the quantity received is less than what was ordered, the Received column will display the quantity per unit and indicate a "Shorted" status.
• Received - Catch Weight: Catch weight items will be marked as "Yes" in the catch weight column. Depending on the Distribution center settings; catch weight can be required to enter. After entering the information, the received column will display the status as "Matched," or "Shorted," and “Catch Weight.”
• Received - Exceeded: If the item has been received but the entered quantity exceeds the amount ordered, the Received column will show the quantity per unit and display an “Exceeded” status.

• Once finalized the column will update to reflect the shorted difference amount.

There are 3 actions available per line item: create task, print label & view item. 

Create Task

• Create a Task from the worksheet by selecting a task type from the dropdown.
  • Required: Summary
  • Optional: Additional Request Information, Priority, Assign to, Attachments.

Print Label

• Print label options vary based on the property. 
• Print Label per Item gives users the ability to view the label before printing.

View Item

• Directs user to ITM

Price quantity variance can be enabled or disabled in SAMMs by following these steps: Navigate to Administration → Company Structures → Properties → Select the Property → Control Settings tab → then toggle Enable PriceQty Variance Validation.

Enable PriceQty Variance Validation: By default, the box is checked, ensuring the system provides a validation notification if the price quantity exceeds the upper or lower receiving threshold percentage for the item.

Disable PriceQty Variance Validation: Unchecking the box will allow the user to enter a price and quantity that exceeds the variance set for the item.

To display the variance validation notification, the ‘variances in use’ must first be configured for the item. The receiving variance can be set up by navigating to the Item Editor, then the Profile Tab → Variance in Use widget.

Use the Upper Receiving and Lower Receiving fields to set the variance percentage for the item, then select SAVE at the top.

When the Enable Price Qty Variance Validation is checked and the upper and lower receiving variance are set for the item, if the user enters a quantity exceeding the allowed range percentage, the system will trigger a Received Variance validation. 

Hover over the bubble to view the Help Message details.

Upper Receiving Variance Validation Help Message

Lower Receiving Variance Validation Help Message

When the Enable Price Qty Variance Validation is checked and the upper and lower receiving variance are set for the item, if the user enters a price quantity exceeding the allowed range percentage, the system will trigger a Price QTY Variance validation. 

Hover over the bubble to view the Help Message details.

Upper Price Qty Variance Validation Help Message

Lower Price Qty Variance Validation Help Message

Entering a negative quantity will trigger a Negative  validation

Hover over the bubble to view the Help Message details.

Negative Validation Help Message

If the Require All Catch Weight to Be Entered setting is enabled within the distribution center, the system will perform a proactive validation while a worksheet is in progress for an item that was order per price unit. This validation will highlight any items that require correction before finalization. If a catch weight is required for the item, the system will display a validation message stating Catch Weight to notify the user that a catch weight must be entered for the item.

Hover over the bubble to view the Help Message details.

Catch Weight Validation Help Message

Finalizing a document without entering the catch weight will trigger an error message.
Please locate the 'Catch Weight' prompt to input the catch weight for the item.

The Physical Inventory validation is temporary and takes place while the physical inventory is being counted. During this time, the document cannot be finalized. You can continue processing all other items, but any items marked with the Physical Inventory validation message will need to wait until the inventory is complete. 

Hover over the bubble to view the Help Message details.

Physical Inventory Validation Help Message

Attempting to finalize a document when an item is being counted in a physical inventory will trigger an error message.
Once the physical inventory counts are finished, the error will automatically clear, and you will be able to finalize the document.

To begin receiving, either double-click the document or go to the actions menu and select the start receiving option.

Double-Click

Start Receiving Action

Once you start receiving the PO, you'll be directed to the Received Scoreboard. The worksheet scoreboard can be customized to display the metrics you want to view.

In the Receiving Scoreboard, the Receiving status is automatically marked as Received. If an item was not received, click “received” to change the status to “not received.”

If majority of the received items are not received, use the "Not Received All" toggle and then set the remaining items back to "Received."

• Not Received If the status is set to "not received," the Received column will show “not shipped.”
• Received: If the status is set to "received," the Received column will display “matched.”

• The received column will automatically match at the amount ordered.
• If the amount received is different than the amount ordered, click into the column section of the item and enter the quantity.
• If the item is a catch weight, the system provides two input entries, one for the total ordered and one for the received catch weight.
• Columns to assist with determining if an item is Catch Weight: 
  • Catch weight: shows whether an items is catch weight by displaying yes or no.
  • Price Quantity: displays the catch weight quantity that was ordered.
• Color coordinated by
  • Shorted
  • Not Shipped
  • Matched
  • Catch Weight
  • Exceeded

Entering Catch Weight Items

Catch weight items match directly from the order at average weights. 

The user has the ability to enter the total ordered unit and/or the catch weight unit. 

Ordered 10 cases expecting 400 pounds.

Matched: Automatic, no action needed.

Shorted, Catch Weight: 9 cases delivered at more or less than 400 lbs total weight.

Matched, Catch Weight: 10 cases delivered at more or less than 400 lbs total weight.

 

 

Complete the Finalize Receipt Pop-up window. 

Deliver To: This field is automatically populated. However, if there are multiple departments listed on the receiver, use the dropdown to select the delivery department.

Assign Delivery To: Optional, used to assign the delivery task to a participant. 

• If the "assign delivery to" section is left blank and "finalize receipt" is selected, the document will be queued for other participants to start or assign the delivery task.
• Utilizing the "assign delivery to" will immediately assign the delivery task to the selected participant.

Comment: The comment section is optional and allows you to add a remark regarding the finalized receipt or the start of delivery.

Finalize Receipt: Once the pop-up screen is completed, select finalize receipt. 

Once receiving is finalized, the status will update to Completed. The received worksheet document number will update to an RV number.

To begin delivery, return to the WHS dashboard and navigate to the Deliver scoreboard to start the delivery process.

To return to the WHS dashboard, click the back button in the bottom-left corner.

The Ordered Scoreboard will update to reflect open and closed items. The On Order column will now display "Shorted," "Not Shipped," or "Matched." The amount column will update to reflect whether the item is “Open” or “Closed ”. For additional details on the completed ordered scoreboard, view the Completed Received Worksheet.

The Received Scoreboard will be updated to display all received items, including those that are matched, shorted and not shipped. The Remaining column will update to reflect closed and open unit amounts. For additional details on the completed received scoreboard, view the Completed Received Worksheet.

The Deliveries Scoreboard begins by showing the delivery workflow for the receiving document.

• By selecting the "x", this will now provide the workflow for the receiving process from requested on to work completed.
• If the user selects the delivery workflow, the delivery window will update to view only mode. Once users start delivery for the receiving document, the delivery window will be accessible to edit.
• Refer to the To Deliver Scoreboard for additional information on the delivery process. 

The Work History Scoreboard shows the history of the receiving process, provides the work logs for the document at the worker assigned, in progress and completed status. This includes user, comments, work status, time and date.