Mobile Receiving

Record received inventory quickly with a mobile-optimized interface designed for warehouse and stockroom use.

Overview

The Receiving feature helps you:

• Log deliveries as products arrive
• Track batch details including expiry dates
• Record costs for margin tracking
• Work on any device with a mobile-first design

Perfect for receiving shipments at the loading dock, in the stockroom, or anywhere with a mobile device.

Mobile-First Design

The Receiving page is optimized for use on phones and tablets:

• Large touch targets for easy tapping
• Clear input fields that work well with on-screen keyboards
• Search-first workflow to quickly find products
• Minimal scrolling with smart form layout

Works great on desktop too, but designed primarily for handheld devices.

Receiving Workflow

Step 1: Find the Product

Search for products using any of these methods:

Search By	Example
Product name	"Blue Buffalo Adult Dog"
SKU	"BB-DOG-30LB"
Barcode	Scan or enter UPC/EAN

Barcode Scanning

If your device has a camera, you can scan product barcodes directly. The search field accepts barcode input from USB scanners too.

Step 2: Select the Variant

If the product has multiple variants (sizes, colors, etc.), select the specific variant you're receiving.

Step 3: Enter Details

Required Fields

Field	Description
Quantity	Number of units received
Expiry Date	Expiration date from packaging

Optional Fields

Field	Description
Distributor	Which supplier sent this shipment
Cost	Unit cost for this batch
Batch Number	Manufacturer's lot/batch number
Notes	Any additional information

Step 4: Save

Click Save Batch to record the received inventory.

You'll see:

• Success confirmation with batch details
• Edit link to fix mistakes immediately
• Session counter showing batches received this session

Smart Upsert

When you receive products with the same expiry date as an existing batch, OrderDay intelligently combines them:

Instead of:

• Batch 1: 10 units, expires 2024-06-15
• Batch 2: 5 units, expires 2024-06-15

You get:

• Batch 1: 15 units, expires 2024-06-15

This keeps your batch list clean and makes FEFO picking simpler.

When Upsert Applies

Smart upsert only combines batches when the expiry date matches exactly. Different expiry dates always create separate batches.

Cost Recording

Recording costs during receiving enables powerful margin tracking:

• Cost history builds over time
• Price changes are tracked automatically
• Margin calculations in Order Day become accurate

Cost Entry Tips

1. Enter the unit cost (not case cost)
2. For case purchases, divide case cost by units per case
3. Include any applicable fees or surcharges

Session Counter

The session counter shows how many batches you've received since opening the page:

• Helps track progress during large deliveries
• Resets when you navigate away
• Shows running total while receiving

Edit Last Batch

Made a mistake? Click Edit last batch immediately after saving to:

• Correct the quantity
• Fix the expiry date
• Update the cost
• Change the distributor

This saves time compared to finding and editing the batch later.

Best Practices

1. Receive at delivery - Enter batches as you unpack for accuracy
2. Use barcode scanning - Faster and less error-prone than typing
3. Always enter expiry - Critical for FEFO and waste reduction
4. Record costs - Enables accurate margin tracking
5. Add batch numbers - Helps with recalls and quality issues

Troubleshooting

Product not found in search

• Check spelling
• Try searching by SKU instead of name
• Ensure the product exists in Shopify

Barcode not scanning

• Clean the barcode
• Improve lighting
• Try manual entry as backup

Can't find the variant

• Check that all variants are synced from Shopify
• Verify the product has variants configured

Related

• Expiry Tracking - Learn about FEFO and expiry management
• Cost Tracking - Understand cost history and margins
• Reconciliation - Fix inventory discrepancies