Stock Receiving - Setup guide

Stock Receiving app is a web-based application that helps your warehouse managers to receive stock easily with a barcode scanner. It offers a simple user interface that improves warehouse management and efficiency in stock control.

It gives your warehouse managers the ability;

• to assign and generate barcodes to purchase orders
• to receive stocks by scanning barcodes
• to select receive increments

It supports any desktop and mobile browser paired with a barcode scanner.

However, it does not support receiving stock transfers, batch tracked products, and creating "Goods Received Notes".

Let's begin!

Follow these steps to get you started:

• Authorize the app
• Enable Document Barcode on Purchase Order
• Assign Suppliers to the Branding Theme
• Invite warehouse managers and edit permissions
• Launch the app
• Begin receiving a Purchase Order using a barcode scanner

Enable Barcode on Document

Next, enable Barcode to appear on Document under Settings.  Click on Branding & Documents > select the Branding Theme > Document-specific Settings > Select Document: 'Purchase Order'. Under Header fields, check the option 'Display Barcode on Document'.

Then go to Stock Control > Purchase Order > find the supplier that uses Document Barcode > click on Print to download a Purchase Order with barcode ID.

Note

Barcode IDs are generated based on the Purchase ID associated with the order. You can find Purchase ID at the address bar.

Assign Suppliers to the Branding Theme

Make sure your supplier is assigned to a branding theme that uses the Document Barcode. To do this, go to Relationship > Suppliers > Edit Default Settings. For more information on document settings, click here.

Invite warehouse managers

Go to Settings > Company Details > Team Members and Add a new user. You need to set Stock Control and Advanced Permissions to “Read & Write” or “Accessible” for existing members.

Note

You can restrict warehouse managers or temporary workers from accessing the main QuickBooks Commerce account, other than receiving Purchase Orders. To do this, go to Settings > Company Details > Team Members > edit the User Permissions and set everything to “No Access”, except for Stock Control and Advanced Permissions.

Launch the app

Navigate to Browse Apps and select Stock Receiving. 

Now, you are ready to receive stocks with a barcode scanner! Here's a handy guide on how to use the app.