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Asset(s) on Encompass Mobile: Receive

Warehouse user steps for receiving POS assets with Asset Manager on Encompass Mobile, including asset tags, categories, and serial numbers. Requires v22.01+, RAS+ tier, and POS receive/return bins set.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Pre-Conditions

  • Tier: RAS+
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  • On the Default Bins table, the 'POS Receive Bin' and the 'POS Return Bin' are set.

Steps

How to Receive Assets on Encompass Mobile:

  1. Using Encompass Mobile from the Home screen, tap 'Warehouse'
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  2. Tap the Log in to Warehouse button
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  3. Select a Location
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  4. Scroll to the Asset Manager section and tap the Asset Manager option
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  5. Select 'Receiving'
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  6. Select Yes/No to Print Asset Tag
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  7. Select the Asset Category
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  8. Select the Asset Type
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  9. Select Brands, Brand Family, or Supplier
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  10. Enter the Quantity of the asset being received
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  11. Select Next
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    - Enter Asset Numbers and/or Serial Numbers if required (This is set on the Asset Categories Table)
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  12. Select Continue

After these steps, you'll receive a green confirmation that the Asset was successfully received. The next step will be to 'Put Away' these assets to the appropriate bin.

Best Practices

Please ensure that an Asset Category has already been created on the server. This can be done through the Asset Categories table.

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