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This article will go over the process of using Windfall Mobile Pro to bring in inventory without a work order. |
Receiving Inventory Using Quantity Counts
Start be selecting ‘Inventory In’ from the ‘Activities List', then select your customer. Select the ‘Order’ (usually there is only one). Finally, Select ‘None’ for the 'Work Order’.
Turn ‘Quantity Count’ ON
Turning the ‘Quantity Count’ option ON will remove the Inventory Number field.
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Keep in mind that when using quantity counts, anything entered into custom prompts will overwrite the current information. |
Choose Your Article
First, you will need to enter an ‘Article Number’ to bring into the warehouse.
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An 'Article Number' must match exactly what is in Windfall, and it is case and punctuation sensitive. We strongly recommend using the ‘Pick Article From List’ button, as it will display a list of the customer’s articles. |
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The next page will list all available articles. You can type to filter them down by using the search bar at the top. You can also switch your view between the ‘Article Name’ and ‘Article Number’ by using the buttons at the bottom.
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Once you have selected the article from the list, you will be taken back to the previous screen. |
Add a Location
Once back on the main page, you will need to enter the location to which the inventory is going. Under the ‘ITEM DATA’ section, you can type the location into the ‘Location Number’ field, or select the ‘Camera Icon’ to scan a location tag.
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Add a Quantity
The last step will be to add the quantity that is coming into the warehouse. Type the number into the ‘Quantity’ field.
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At this point, you can press the ‘Continue’ button in the top right corner to add the inventory. The app will refresh the page, removing any data in the ‘Quantity’ field. You can add another article, or change the location and bring in more of the same article. When you are finished bringing in all inventory, you can hit the 'Back Arrow' button in the top left corner to return to previous screens. |
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