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MobileReceive & issue

Receive & issue

The two workhorse operations: Receive books material into a bin, Issue to WO hands a stock unit to a work order. Both queue on the device and sync exactly once — see Working offline.

Receive

Screen: The Receive screen — hint text “Scan part + location, then receive against the PO.” — with a Scan part / location camera button, then fields Part, Location, Serial (optional), a Qty / Unit cost pair, and a full-width Receive button.

  1. Tap the Receive tile (or the Receive tab).
  2. Scan the part label. A part or serial code fills Part / Serial; a bare manufacturer barcode is treated as a part number (see Scanning labels).
  3. Scan the bin label. A LOC: code fills Location — same scan button, the app routes it.
  4. Key the Qty (pre-filled 1) and the Unit cost.
  5. Tap Receive. The confirmation reads “Receipt queued — syncs when online.”

When it syncs, APEX books a new stock unit on hand at that bin, opens a cost layer at the keyed cost, and writes a RECEIPT entry to the part’s movement ledger.

A mobile receive is a direct receive. It never advances a purchase order — no PO line is ticked off, no PO status moves. When a PO delivery hits the dock, receive it from the PO detail screen on the desktop instead, so the order’s received figures stay true. Mobile receive is for stock that arrives outside a PO. See Receiving stock.

There is no condition picker on the phone: a mobile receive always books the unit as SV (serviceable). Material in any other condition — factory new, as-removed, repairable — should be received on the desktop, where you pick the condition code. Costs book in USD.

Tip — serialized parts: one serial, one receive, quantity 1. A serial identifies exactly one physical piece; see Serials, lots & scrap.

Issue to a work order

Screen: The Issue to WO screen — hint text “Scan the stock unit and the work-order traveller.” — with a Scan unit / work order camera button, fields Stock unit and Work order, and a full-width Issue button.

  1. Tap the Issue to WO tile (or the Issue tab).
  2. Scan the stock unit’s label (SU: code) — it fills Stock unit.
  3. Scan the work order’s label on the traveller (WO: code) — same button, it fills Work order.
  4. Tap Issue. The confirmation reads “Issue queued — syncs when online.”

When it syncs, the unit is consumed in full: its status flips to consumed, its whole quantity leaves stock, and an ISSUE TO WO entry is written to the ledger against that work order. The part’s on-hand and free-to-sell figures update immediately.

You issue the whole unit — there is no partial issue. If a work order needs 2 of a 10-piece unit, don’t issue it from the phone; add a MATERIAL line for the 2 on the work order and reserve the stock from Material Readiness on the desktop — see Parts & labor on the work order. And only an on-hand unit can be issued: a unit already issued, shipped, or scrapped is rejected at sync — this is what keeps a double scan from double-counting.

The materials picture on the work-order side — reservations, readiness, and what the issued cost does to the WO — lives in Parts & labor on the work order.

Scanning labelsCount & photo