Using the Receiving Client
After you have sent an invoice to the receiving client, you are ready to start checking in the order. For more information on sending an invoice to the client, see the Invoice Manager topic. For information on setting up the Receiving Client, see the Link Receiving Client Topic.
Checking in an Item
To check in an item, follow these steps:
- Make sure the cursor is blinking in the UPC field.
- Scan the barcode of the item.
- The product information should appear. If it doesn’t, make sure then item is on the invoice you are checking in by clicking on the Invoice Info button.
- The cursor should now be in the “Received” field. Type in the amount you are receiving.
- Hit the Enter key to go to a new record.
- Repeat with the next item.
Useful Features
The Receiving Client has several features that making the receiving process easier and more productive:
- When you try to enter an item that has already been received, the client will tell you so, and then take you to the older record. The Received field will be highlight so you can just type the new number over it.
- If the item is new to the system, the “New Item or Label” field will have a red “Yes”. This indicates the item has a label on the label sheet, but doesn’t have a home on the sales floor yet. All items on the label sheet that are new have an asterisk symbol (*) on the right side of the label.
- If the item has a price difference on the invoice than in Cougar Mountain, the “New Item or Label” field will have a yellow “Label”. This indicated that the item has a label on the label sheet, but the item is not new and therefore should have a home somewhere on the sales floor.
- As along as you receiving printer is setup correctly, you can hit the printer button in the lower right of the window (or hit F12) and a label with the item’s Ace and price (optional) will be printed. This is very useful for stocking products that do not have an Ace number directly on their packaging.
- If the item is a special order, a red “Yes” will appear in the “Special Order” field, and a small button will appear next to the Printer button in the bottom right corner of the window. The “Yes” is a visual indicator to the user that the item is a special order. It should have a label on the special order label sheet. You can quickly view the special order record that corresponds with the item by clicking the special order button that appeared in the bottom right of the screen.