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Receiving

To launch the Receiving event, select it from the Events drop-down menu.

Events → Receiving menu

Events → Receiving menu

Receiving dialog

Receiving dialog

Adding equipment

Add equipment to the event by clicking the binoculars icon to open the search drop-down. Select the method you want to use to add equipment to the screen.

note

Some events accept only a single piece of equipment, while others accept multiple.

Adding equipment

Adding equipment

Once you've chosen the equipment and populated the required fields, click Next.

Receiving — attach documents

Receiving — attach documents

Attaching receiving documents

Attach any receiving documents — customer packing slips, purchase orders, and so on. Click Finish.

Auto-assigning employees

If desired, the event can prompt the Confirm Events dialog. Click Auto-Assign Employees to Work Order Items to have IndySoft search the system for the best match based on current employee workload. Once selected, the employee's name appears in the grid. Click OK.

A new work order is assigned to this Receiving event and can be retrieved from the Order System.