Warehouse Receiving

The receiving process ensures incoming inventory is properly checked, recorded, and stored. EvoDax helps streamline receiving to minimize errors and speed up putaway.

Receiving Workflow

Arrival → Check-in → Verify → Receive → Putaway

1. Arrival

• Vehicle arrives at dock
• Check dock schedule
• Direct to assigned dock

2. Check-in

• Open expected shipment in system
• Verify carrier and PO number
• Begin receiving process

3. Verify

• Count items received
• Check for damage
• Compare to expected quantities

4. Receive

• Confirm quantities in system
• Note any discrepancies
• Generate receiving report

5. Putaway

• Items moved to storage locations
• Inventory updated
• Location recorded

Expected Shipments

View incoming shipments:

1. Go to Dock Schedules
2. Filter by "Inbound"
3. Click a schedule to see details

Or check the warehouse app:

1. Open Receiving tab
2. See expected arrivals
3. Start receiving process

Processing a Receipt

From Dock Schedule

1. Open the inbound schedule
2. Click Start Receiving
3. System shows expected items

Manual Receipt

1. Go to Inventory > Receive
2. Enter PO or create new receipt
3. Add items manually

Quantity Verification

For each line item:

1. Enter received quantity
2. Compare to expected
3. Mark if there's a variance:
   • Over - Received more than expected
   • Short - Received less than expected
   • Damaged - Items arrived damaged

Variance Handling

When quantities don't match:

1. Note the discrepancy
2. Take photos if needed
3. Contact supplier if significant
4. Adjust receipt accordingly

Quality Checks

Depending on products:

• Visual inspection
• Temperature check (cold chain)
• Lot/batch verification
• Expiry date recording

Configure required checks in product settings.

Barcode Scanning

Speed up receiving with scanning:

Product Scanning

1. Scan product barcode
2. Item auto-selected
3. Enter quantity
4. Scan next item

Case/Pallet Scanning

For bulk receiving:

1. Scan case barcode
2. System knows contents
3. Full case received

Receiving Reports

Generated after receiving:

• Items received
• Variances noted
• Timestamps
• Receiver name

Access from order/shipment details or Reports.

Blind Receiving

For accurate counts:

1. Enable "Blind Receiving" mode
2. Receiver doesn't see expected quantities
3. Counts without bias
4. System compares after

Configure in Settings > Warehouse.

Returns Processing

Handle customer returns:

1. Create return receipt
2. Inspect returned items
3. Categorize condition:
   • Resellable
   • Damaged
   • Requires inspection
4. Update inventory accordingly

Best Practices

1. Verify immediately - Don't delay receiving
2. Document damage - Photos and notes
3. Train staff - Consistent procedures
4. Use scanning - Reduce errors
5. Clear staging area - Don't let items pile up