Capturing Receival Data When Receiving a Purchase Order on Mobile

 Table of Contents

• Overview
• Prerequisites
• Capturing Receival Data When Receiving a Purchase Order
• If Receival Fields Are Not Enabled
• Viewing Captured Receival Data
  
  

Overview

When a Purchase Order arrives and is marked as received, your organisation can capture additional information about that delivery, such as the temperature the stock arrived at, its condition, or any other details relevant to your business. This is known as Receival Data and is configured through Receival Fields in your Organisation Settings.

Previously, Receival Data could only be captured when a Purchase Order was marked as received through the web application. If your team marked a Purchase Order as received on the CartonCloud mobile app, the status updated immediately and there was no way to capture this additional data on the go.

This is no longer the case. From mobile app version 6.49.0 onward, the mobile app shows the same Receival Data form used on the web application when a Purchase Order is marked as received, provided your organisation has this feature enabled.

Prerequisites

Before Receival Data can be captured on the mobile app, the following must be in place:

• Receival Fields must be enabled and configured in Organisation Settings > Receival Fields by a CartonCloud Administrator. See the Organisation Settings - Receival Fields article for how to enable and configure these fields.
• Your team must be using mobile app version 6.49.0 or later on iOS or Android. Update the app via the App Store or Google Play if an update is available.
  

If Receival Fields are not configured for your organisation, the mobile receiving process is not affected. 

Capturing Receival Data When Receiving a Purchase Order

Once Receival Fields are enabled for your organisation, follow the steps below to capture Receival Data when marking a Purchase Order as received on the mobile app. These steps are the same on both iOS and Android.

1. Open the CartonCloud mobile app and navigate to the relevant Purchase Order.
2. Tap Mark as Received.
3. A form appears showing each Receival Field configured for your organisation. Each field displays its name and, where relevant, whether it is required or optional.
4. Fill in the required fields. Required fields are clearly marked and must be completed before the form can be submitted.
5. Optional fields can be left blank. Any optional field left empty is not sent to CartonCloud and does not appear against the Purchase Order.
6. Tap Submit. The app validates the form, sends the entered data to CartonCloud, and updates the Purchase Order status to Received.
7. A confirmation message appears once the Purchase Order has been updated successfully. If a connection or validation error occurs, an error message appears and the Purchase Order is not marked as received until the form is submitted successfully.

If Receival Fields Are Not Enabled

If your organisation does not have Receival Fields enabled, tapping Mark as Received updates the Purchase Order status immediately, with no form shown.

Viewing Captured Receival Data

Once submitted, Receival Data is saved against the Purchase Order and appears in the History tab, in the same format whether it was captured on the web application or the mobile app.

As with the web application, an optional field left blank at receival does not create a History entry for that field.