Warehouse users receive goods against existing purchase orders by scanning items in the VisionScan app. The app writes the received quantities back to the purchase order in Business Central, and — depending on your automation setting — either leaves the order for a back-office user to post or posts the receipt automatically. VisionScan adds a few fields to the purchase order and vendor that control repacking and photo requirements.

Note

Configure the Purchase group on the VisionScan Setup page before users receive goods, and turn on Show Purchase Order Receipt for each user. To learn more, go to Setting up VisionScan and Enabling app users.

The receiving flow

  1. In the app, the user opens Purchase Order Receipt and picks or scans the purchase order.
  2. The user scans each item. The line's Qty. to Receive increases per scan.
  3. If an item uses item tracking, the user enters the lot or serial number.
  4. The user optionally attaches photos of the goods or any damage.
  5. On save, the receipt is forwarded to Business Central, which writes the Qty. to Receive values. The Purchase Order Automation setting decides whether the receipt is posted automatically.

Require neutral packaging

Some vendors ship goods that must be repacked in neutral packaging before they leave the warehouse. Turn on the Neutralization Required field to instruct the app user to repack the order.

  • On the Vendor Card, turn on Neutralization Required to apply the instruction to every purchase order from that vendor.
  • On the Purchase Order, turn on Neutralization Required to apply the instruction to a single order.

Require a photo on a line

To require photo documentation when a specific purchase line is received, open the Purchase Order, and on the line, turn on Photo Required. The app then prevents the user from completing the line without a photo.

Review photos and scan data after receipt

  • On the Vendor Card, choose the Show Photos action to view all photos captured for that vendor, or use the Photos factbox.
  • On a posted purchase receipt, the No. of Photos field on each line shows how many photos were captured. Choose the value to open the photos.
  • On the Purchase Line Details factbox, the No. of Photos field shows the photo count for the selected line.

To learn more, go to Working with photo documentation.