This article explains how to create a Manual Receipt via the SmartPDE Mobile App including Supplier details. Manual Receipts can then be processed fully from BackOffice.

Prerequisites

• Minimum Bepoz version of 4.7 and onwards
• Completion of SmartPDE Mobile App Setup in the given order:
1. SmartPDE Mobile Licensing & Installation
2. SmartPDE Mobile Workstation Setup
3. SmartPDE Mobile Scheduled Job & Configurations
4. SmartPDE Mobile Database Settings
5. SmartPDE Mobile HomePage
• To access Manual Receipt functions within the SmartPDE mobile application, the applicable Operator Privileges will need to be enabled:
• Operator Maintenance 'Stock Control' Tab
• Purchasing & Receiving: "Receive Manual Receipt" Flag

Entering a Manual Receipt

• Note: It is a good practice to retrieve the latest copy of the database before performing any stock operation within the SmartPDE Mobile App; this ensures the data integrity is maintained between the SmartPDE Mobile App and the local database in BackOffice
• For info on how to get a new database, please refer to this article

• To get started, login into the SmartPDE mobile app using a valid Operator ID
• Click on the "hamburger"-style icon on the top left of the application screen and click on the 'Manual Receipt' option in the side menu
• This will open the Manual Receipt home screen
• Proceed to select a Venue and Store to create a Manual Receipt for
• Note: To enable Default Venue and Store, please refer to this article
• Also, enter the Supplier Invoice number & Supplementary Reference number as required
• Note: The Supplier Invoice number & Supplementary Reference number are mandatory only if the respective flags are turned ON in BackOffice
• Once the Venue, Store & Supplier are selected, click on the 'Receipt' button at the bottom to navigate to the Product Search page to add Products to the Manual Receipt

• Proceed and search for a desired Product by typing the Product name or by using the mobile Barcode Scanner option at the bottom of the screen
• Note: To Add a Barcode or search a product using a barcode, please refer to  this article
• Once the desired Product is selected, the Product Details page is opened
• Note: For more information on the Product Details page, please refer to  this article
• Proceed to add a Quantity and CostEx for the selected product in the 'Enter Qty' field & 'Enter CostEx' field within the Price Level card and click on the 'Add to Manual Receipt' button

• To add more Products to this Manual Receipt, click on the 'Back' option on the top left corner and repeat the above steps to add more Products
• To view all the Products added within the Manual Receipt, click on the 'List' button on the bottom which brings up a modal pop-up window displaying all the products within that Manual Receipt
• Note: To edit or delete an item, please refer to  this article
• The Products that have been added with their respective Quantities are displayed
• Click on Add to add more Products to the Manual Receipt
• Click on Done if you are satisfied with the items added
• Once the Operator clicks on Done, the app prompts with a Yes and No, Add More selection
• After a Yes selection, the Manual Receipt is sent to the Send to Server screen
• Navigate to the Send to Server screen and send the newly created Manual Receipt to the Server i.e. BackOffice
• Note: For more information on Send to Server, please refer to  this article

Next Steps

• The newly created Manual Receipt can be found within 'Stock Control' -> 'Purchasing & Receiving' in BackOffice
• The Manual Receipt will then need to be processed and posted from BackOffice for completion
  
• Follow  this article  for more on how to process Manual Receipt in BackOffice