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Receiving in the mobile app

Use the tablet or Smartphone to register Purchase Orders

David Andrade avatar
Written by David Andrade
Updated this week

Autodesk Fusion Operations allows you to receive products and associate them to a certain Purchase Order both through the back-office (check how to do it, here) and your mobile device, thus creating inventory movements. In case the products to be received are serialized, check this article instead.

In order to further explain the ‘Receiving’ feature, we created a small setup from a company that sells cakes. We have received orders for 10 chocolate cakes, 30 strawberry cakes and 60 orange cakes. As a result, we want to purchase and receive the products needed to produce these cakes.

The first step is to create the purchase orders. You can check the ones we created in the picture below:

Now, it’s time to start registering a ‘Purchase Order Receiving’. Follow the steps below to learn how to do it.

1. On the mobile device, click in ‘Receiving’

2. Choose the ‘Purchase Order’ that you are receiving. Let’s start with the Purchase Order for the chocolate cakes.

3. Select the product you are ‘Receiving’ - we’ll go for the sugar for now.

4. Insert the quantity you are receiving and confirm by clicking in ‘OK’. Pay attention to the receiving Unit of Measurement of the product.

5. If you have the account setting that enables to register lots, you can add the Lot/Batch Number, along with its supplier lot and expiration date.

You can always add a comment, that will be added to the receiving inventory movement (none of these fields are mandatory).

The lot above can be automatically generated, or it can also be manually introduced by the worker.

If you'd like to configure the option to auto generated lots, you need to go to Settings -> Traceability.

Activate the options: 'Enable to register Lots / Serial numbers' (1) and 'Auto Generate lots when receiving Purchase Orders' (2). Afterwards, fulfil the 'Auto lot generation format' with the available tags (3) and Save.

6. Choose the warehouse and warehouse location where you want to receive your product.

7. Confirm the information. Now you can:

  • ‘Confirm and Add Another’ if you want to receive more products for this or some other purchase order,

  • ‘Submit and Print’ if you want a barcode of the receiving, or

  • ‘Submit’, if you want to confirm the receiving you have performed without any labels to be printed.

FAQ:

1. Is it possible to have a checklist during the receiving process?

Yes, this is possible. In case the checklist is specific for each product, you should go to each product and add it via "Material Receiving Checklist". If the checklist is the same for all warehouses, please reach out to the support or to your customer success manager.

When this option is active, you'll see a new step in the mobile app.

2. Is it possible to force workers to receive in certain warehouse locations?

Yes, this is possible. To enable this option, please reach out to the support team or to your customer success manager.

3. Where can I define the label to be printed on the receiving process?

Currently, this option can only be configured on our side. Therefore, in case you'd like to explore this option please reach out to the support team or to your customer success manager.

If you have any questions regarding ‘Receiving’, don’t hesitate to contact us through our Live Chat or by reaching out to your account manager.

Need help? Request a Fusion Operations expert to contact you here.

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