Warehouse receipts

The list of warehouse receipt documents is available under the [Warehouse Receipts] button. The button is available in:

• The main application view (Warehouse section)

• The side menu ([Warehouse] button):

• WM- – documents sent from an external warehouse unavailable on a given mPOS workstation
• PO – documents issued in the ERP system for the mPOS warehouse
• POR – PO receipt documents generated on the mPOS workstation

The list of warehouse receipt documents is divided into two switchable tabs:

• Active – the list of WM- and PO documents which need to be processed
• Completed – the list of processed documents

The top right corner contains the filter and search icons; their settings determine what results are displayed on both the tabs.

Filters

Filters enable the user to sort the list by:

• Expected Delivery Date: Newest first
• Expected Delivery Date: Oldest first
• Date of Issue: Newest first
• Date of Issue: Oldest first
• Status – available options include:
  • Canceled
  • Confirmed
  • Unconfirmed
  • Confirmed Quantity Total
  • Pending
  • Completed
  • Closed
• Expected Delivery Date (as a date range)
• Date of Issue (as a date range)
• Document Type:
  • All
  • WM-
  • PO
  • POR
• Target Warehouse
• Vendor

Receiving a WM- document

The Active tab in Warehouse Receipts view contains WM- documents to be processed. A delivery may be received in connection with documents which:

• Have the status Confirmed
• Have a generated but canceled WM+ document
• Have a warehouse entered in the Target Warehouse field which is available to WM-/WM+ documents and to which the mPOS workstation is assigned

After a document is selected, the application displays the warehouse movement view. It is divided into two tabs:

• Take Receipt – it displays the current stage of document receipt. Expanding the details of separate stages makes it possible to preview statistic information, such as the quantity of items to be received, missing items, or unexpected items.
• Details – it displays document details (the quantity of expected items, source and target warehouses and an expected date)

The lower part of the view contains the following buttons:

• [Take Receipt] – it allows the user to process a given document. In the case of parked documents, the button’s name is changed to [Continue Delivery Receipt].
• [Preview] – it displays the list of items expected to be received. The Search field makes it possible to search particular items.

Once the user selects the button [Take Receipt], the application opens the list of items expected to be received. After choosing a given item, it is possible to enter its quantity received in the warehouse.

The following icons are contained in the top right corner:

• Plus icon – it allows the user to add an item not included on the list of expected items. All items added in this way may be deleted from the receipt list.
• More icon – it contains the button [Receive All] which makes it possible to tag all items as received according to expected quantities. After the button is selected, a confirmation window is displayed.

The lower part of the view contains a progress bar and the following buttons:

• [Park] – it saves the document on the list of active documents. Such a document may be resumed at any time.
• [Show Gap] – it displays discrepancies for a given item

The receipt window contains fields informing the user about the expected quantity of a selected item in a given warehouse, which makes it possible to place items in a more organized manner:

• To Be Replenished field – it indicates a specific item quantity that should be replenished in a given warehouse
• Shopping cart icon – it indicates that there are items to be replenished in a given warehouse

For each delivery item, an expected quantity is compared with the item’s quantity in stock. If the expected quantity is greater than the quantity in stock, a shopping cart icon is displayed next to the item to inform the user about it.

If the user adds an item not included in a given document or if a received quantity entered exceeds an expected quantity, the application displays a notification informing the user about an additional item.

If a declared quantity is lower than an expected quantity, when proceeding to the next stage, the application displays a notification that some items will be marked as missing.

Selecting [Next] displays the statistics of a given delivery receipt:

• Shipped Items – the quantity of items declared as shipped
• Expected and Received Items – the quantity of expected and received items
• Unexpected Items – items not included originally in the document
• Missing – the quantity of expected items which are missing in the delivery
• Received – the total quantity of received items

A delivery receipt may be confirmed by selecting the button [Confirm]. Afterwards, the application displays a notification confirming the receipt. A confirmed delivery receipt document is moved to the Completed tab.

If the user opens a completed document, the application displays the editing view as in the case of an active document. In this case, however, all the stages are completed and the following buttons are included in the lower part of the screen:

• [Preview] – it allows the user to preview received items and their quantities
• [Cancel Delivery Receipt] – it makes it possible to cancel the document

As items are scanned upon a delivery receipt, a warning sound is played for items that need to be replenished and the following notification is displayed: “Not enough items on the shelves. Please replenish the resources in the store”; the notification informs the user that it is necessary to replenish item resources.

Canceling a delivery receipt

In case it is necessary to cancel a confirmed delivery receipt document, the user may do so on the tab Completed by selecting a relevant document and choosing the option [Cancel Delivery Receipt]. The cancellation operation needs to be confirmed in a separate window.

Afterwards, the delivery receipt document is assigned the status Canceled, while an associated warehouse movement document is once again moved to the Active tab, allowing the user to process it again.

Receiving a PO document

Purchase order is a trade document listing items or services ordered from vendors/sellers. A document confirming the receipt of items from a vendor under specified purchasing conditions is the purchase order receipt document (POR). Issuing it involves increasing the quantity of resources in stock.

Comarch ERP Enterprise provides dedicated settings allowing the user to handle PO and POR documents. In Customizing → Multi-channel sales → Comarch Retail POS, it is possible to define the following fields/parameters:

• Reception: Send purchase order – it allows defining the configuration of purchase orders to be sent to the Comarch mPOS workstation; available options include:
  • Order status “ordered”
  • Status “released” without order document
• “Receipt all”- button: purchasing reception – activating the parameter allows displaying the [Receive All] button on the mPOS workstation, which makes it possible to take receipt of all purchase order items

When creating a purchase order in Comarch ERP Enterprise, it is necessary to export data using the batch application POS update warehouse documents for the document to be sent to the POS workstation.

The list of PO and POR documents is available as part of the list of warehouse receipts.

POR documents can be issued for PO documents which:

• Have been generated in the ERP system
• Have the status Confirmed or Pending
• Have no POR document generated in the ERP system
• Have a warehouse selected in the Target Warehouse field that is available to PO documents in a center to which the mPOS workstation is assigned

In the list of PO documents, the user may open a PO document in order to:

• Take receipt of the purchase order using the [Take Receipt] button
• Preview PO document items using the [Preview] button
• Open document details selecting the Details tab

The main document view contains the PO Receipt Status section with the drop-down subsections:

• New Document – it presents the total quantity of items listed in the purchase order

• Delivery Receipt – it presents the summary of received items:
  • Expected – the quantity of PO document items awaiting receipt
  • Missing – a missing item quantity
  • Unexpected Received – an additional item quantity added to the PO document
  • Total Received – the total item quantity received so far

In the PO document preview, it is also possible to open the Details tab, which presents the following information about a given document:

• Status
• Expected Date
• Vendor – selecting a vendor in the PO document details opens a view with the following information:
  • Vendor details, including the full name and a loyalty card number
  • Telephone number
  • E-mail address
  • Postal code
  • City
  • Street
  • Street number
  • Apartment number

• Target Warehouse
• PO Receipt Documents – it displays all POR documents associated with the PO document and allows previewing them. The POR document view contains the following information:
  • Status
  • Receipt date
  • Receipt summary, including:
    • Ordered items
    • Unexpected items
    • Rejected items
    • Unreceived items
    • Total received items
  • Received items – the user can select the [More] button to open the details of the item list

Selecting the [Preview] button in the PO document preview window opens the list of PO items.

Selecting the [Take Receipt] button opens the PO Receipt view, where it is possible to:

• Change item quantities
• Scan items to be received
• Reject selected items
• Add new items
• Display item details

• Add a variant item from the level of item details

Once a PO receipt operation is confirmed, a new POR document is created, which changes the status of the PO document to Completed or Pending (the latter if not all order items have been received).

Validation of the number of a new lot created on the mPOS workstation

In order to avoid problems that may arise from incorrectly created numbers for new lots, Comarch mPOS application makes it possible to validate the entered lot numbers.

In the ERP system (Customizing application → Comarch Retail POS function), a field Batches: Convert lot number letters case is available, making it possible to select one of the following options:

• To upper case
• To lower case
• No conversion

The field aims to prevent a case where there are two lots with the same number differing only in casing.

An option selected in this field is synchronized to all devices with Comarch mPOS application. Depending on the option, all letters are converted to lowercase, uppercase, or left as entered by the user.

It is also possible to define characters to be used when creating a new lot number and the allowable length of the number. This eliminates the risk of creating a lot number that contains characters not supported by the ERP system or that is of a wrong length.

Sound notification in the delivery receipt process

The sound notification functionality optimizes the task of scanning items. Thanks to the additional sound notification, it is possible to quickly find out how many items should be placed in the shop. The sound notification informs the user that it is necessary to look at the device’s screen.

The new sound notification is played in the delivery receipt window if the shopping cart icon is displayed, indicating that there are items to be replenished in a given shop.