Stock Receiving - Setup guide (Beta)

Note
It is available to users under Business plan and above. Please check out our pricing page or contact us for more information about our subscription plans.

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".

Warning
Only members with "Read & Write" permission to Stock Control and Advanced Permissions can use the app. Find out more about User Permissions here.


Let's begin!

Follow these steps to get you started:

Authorize

First, go to Browse Apps and choose Stock Receiving. Then continue to install and authorize.

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Enable Document Barcode

Next, enable Document Barcode under Settings > Branding & Documents > select the Branding Theme > Document Settings > Document Type: Purchase Order.

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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.

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Note
Barcode ID 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.

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Invite warehouse managers

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

Note
You can restrict warehouse managers or temporary workers from accessing the main TradeGecko 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.

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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.

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