Create a New Receipt and Entry

Before executing the receive task, you need a receipt to know the details of the task. Also, it’s important for driver to complete check in. This article introduces how to create a new receipt manually and how to create a new entry for the drivers.

How to Create a New Receipt

The Inbound process is where the warehouse formally accepts a shipment into the warehouse, it begins with a Receipt Notification (RN) or Receipt Confirmation (RC), which is a form that notifies the warehouse of an inbound order. This could be created by EDI or API, or manually entered into Item WMS.

WMS supports to create a new receipt by various methods including EDI/API, manually and etc. The following article introduces both manual and bulk methods.

Manual adding

1. Navigate to Inbound > Receipt > Add Receipt.

2. Fill in the required information.

3. Click ADD PRODUCT LINE to add the first line to the receipt.

4. Fill in the information for the line, then click SAVE to save the receipt information.

5. Click SAVE to complete the progress.

In Bulk

1. Navigate to Inbound > Receipt > Import Receipt.

2. Please download the template file by navigating to Template Download then click Receipt Template 1.0 (receipt), if you didn’t prepared the data file yet.

3. Open the excel file, fill in the required information then to save it.

4. After configuring the data file, please click Select File button to upload the file.

5. After uploading successfully the data content will be shown here, if you found the information is incorrect or upload incorrect file, please click delete to remove the file and re-upload again.

6. If all information is correct, please click SUBMIT to complete importing receipts in bulk.

How to Transfer RN to other Facility

The feature is only available for receipt with Imported or Open Status.

1. Navigate to Inbound > Receipt, select the specific receipt and click Transfer to other facility.

2. Choose the target facility and click Transfer Receipt to process the transfer. After transferring successfully, the receipt in current warehouse will be canceled and new receipt will be created in target warehouse.

How to Create a New Entry

Entry IDs are a record to permit a vehicle (a tractor-trailer or box-truck) or container to enter the facility yard. These contain Check-in time and docks, the equipment, driver information and the Receipt Notification (RN) numbers.

1. Navigate to Window Check In > Entry List, click Create Entry button at the top right corner.

2. Select one entry type according to your requirements, then click OK for the next step.

3. Click YES on the pop-up window to fill out the carrier information.

4. Enter the relevant carrier information for check in, then click on CONTINUE to next step.

5. In the Activity tab, please type an RN in the Type to search Receipt or Load box, and click the RN in the result list to associate it to the Entry ID. And then click Continue to next step.

6. In the Task tab, please assign an Assignee and an available for this task. Please enter the short description of the task in the description box if you need.

The assignee will receive a notification of the corresponding task on their WMS mobile app. Then they will follow the guidance on the app to complete the receive task.