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Receive a Purchase on Encompass Mobile

Distributor warehouse steps on Encompass Mobile for receiving a purchase order: enter code dates and quantities, tap Receive, then put product away from the receiving bin. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to receive a purchase in encompass mobile
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Receive
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  1. On Encompass Mobile, log into your Site’s Warehouse
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    a. Make sure to select the Location chosen when ordering
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  2. Go to Receiving
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    ​    a. Purchase is listed by Receiving date
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    b. Tap the date to view Purchase(s)
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    c. Tap a purchase to receive products in it
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  3. Select each product and enter Code Dates and ReceivingQuantities
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    ​Note: Do not put away when prompted
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  4. Tap Save
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  5. Once all products have been entered, tap Receive
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Put Away
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  1. Go to the Put-Away section of the Warehouse
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    a. Tap on the Receiving Bin (in this case, SRec)
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    b. Tap Show Products
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    c. Tap on the products to be put away
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  2. Choose Bin in the Search Bar (In this case C-14)
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    a. Product quantity will need to be specified
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  3. Once all Product has been Put Away, you can see them in Bin Inventory
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Fields And Definitions

* = required field
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  • Purchases table - Table displaying Purchase records with information including Shipment ID, Vendor, Status, and Invoice Number
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  • Encompass Mobile - Handheld app to access a customer’s Warehouse, Dashboards, and Sales Executions
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  • Shipment Number* - Reference number used to identify a specific shipment
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  • Receive Date* - The date a shipment is expected to arrive
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  • Vendor* - The company that supplies products to a business
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  • Location* - Specific warehouse that is receiving the product

Best Practices

  • Receiving on Encompass Mobile gives you more control of Inventory Counting and Bin Locations than Receiving on the server site
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  • Products should always be counted into the Warehouse as they are seen upon Receiving
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  • Similar Products should be put in different bins to minimize Mispicks

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