Receive Material from an Employee

You can receive material from an employee.

1. Tap Receive from the menu.
2. Tap Employee on the Material panel.
3. Select an employee from the Employee field.

The materials associated with the employee appear in the list.

4. Select materials from the list. See Search Materials for more information on using the search tabs to find materials.

5. Enter the information in the Receive panel to receive the material, including the Quantity and Unit Cost fields which are required to receive material.

For an explanation of the fields found on the Receive panel, see Receive Transaction Fields.

6. Tap Add to List to add the materials to the Pending Receives panel.

You can filter the material in the list by tapping the search icon and typing the first few letters or numbers of the material name, bin location, or part number.

You can modify the Pending Receives panel in one of the following ways:

• Tap the column icon to modify the columns shown, such as if a column is included, or to change the order of the columns. Alternatively, reorder the columns by dragging and dropping them.
• Tap the gear icon to adjust the number of rows shown in the panel. The number set in this panel will persist on all other transaction pages for the corresponding pending material panel.

7. If you would like to add other materials to this receive transaction, tap Clear in the Receive panel to clear the fields, then add another material to the list.
8. To remove one of the records from the Pending Receives list, select the record and tap Remove.
9. Tap Commit to process all received materials listed. Tapping Commit adjusts the stock on hand for the storerooms selected.