When a vendor shipment arrives, you can quickly check in the products and update your inventory directly from the Scheduler app. This article outlines the steps for completing the check-in process and explains how inventory is updated.
Things to Know:
- The ability to check in purchase orders is controlled by the “Manage Purchase Orders” access control setting.
- By default, all products are checked in as retail, regardless of whether the Retail or Back Bar checkboxes are selected on the inventory page.
- If you want the system to use the Retail and Back Bar checkboxes for restocking during check-in, a hidden setting must be enabled. To activate this setting, contact the MyTime Support Team at support@mytime.com. When this setting is enabled:
- Products will default to Retail only if:
- Both Retail and Back Bar are checked
- Neither option is checked
- Only Retail is checked
- Products will default to Back Bar only if Back Bar is checked and Retail is not
To complete check-in via the Scheduler app:
- Log in to the Scheduler app. Click here to learn how
- After logging in, you'll land on the schedule screen
- Tap the 'More' option in the navigation bar
- Select 'Purchase Orders' from the menu
- Choose the purchase order you want to check in
- Tap the barcode scanner icon in the top right corner to open the scanner
- Scan the barcode on the product. This will locate the product in the order.
- Tap the arrow next to the product details
- Enter the quantity received for the product
- Tap 'Save' to record the count
- To scan additional products, clear the search bar or tap the scan icon again to scan the next product
- After entering all quantities, tap 'Complete'
- On the 'Check-In Summary' screen, tap 'Submit'
- A confirmation pop-up will appear. Tap 'Submit' again.
- A success message will appear Tap 'OK' to finish
What Happens Next:
- The purchase order is marked as complete and removed from your purchase orders list
- Product quantity, price, and cost are updated in your inventory
- Updates are reflected in both the Inventory and Inventory Adjustment reports
Please contact our Support Team at support@mytime.com if you have any questions.
Related Article
Receiving / Checking In Purchase Orders
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