Know what arrived and what is still outstanding.

How to build your goods received note app

1. 1

   Describe the job

   Keep each delivery receipt connected to order lines and the quantity still due.

2. 2

   Review the first version

   Choose how the receiving clerk records the delivery and how the warehouse reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your goods received note app

• Keep the delivery in context

  Keep delivery, order line, expected quantity, accepted quantity, receiving owner and source note together so the next person can understand the request or record.

• When the next step needs a decision

  A delivery contains two part shipments against one order. Preserve a separate receipt for each arrival and keep the remaining quantity visible.

• Keep source note visible

  Preserve separate receipts and the outstanding balance for partial shipments.

• Choose what each person needs

  Give the receiving clerk a working view and the warehouse reviewer a review view. Keep delivery and order line attached to the decision as the work moves between them.