Warehouse quick start

You move the physical stock: deliveries in, parts out to the shop, counts to keep the numbers honest. Your day splits between the desktop Inventory and Purchase Orders screens and the mobile app on your phone. Here is that day, task by task.

Your screens

Where	Why you live there
Purchase Orders → Orders	Where PO deliveries are received — always at the desktop.
Inventory	The parts catalog, stock units, locations, and the movement ledger.
Work Orders → Material Readiness	What the shop needs, reserved with one click — if stores owns reserving.
The mobile app (`/m`)	Issue, count, and photograph at the shelf — camera scanner, works offline.

First shift with the phone? Install the app first — see the mobile guide.

Your first day, task by task

1. Receive a PO delivery — at the desktop

Inspect the delivery before touching APEX: packing slip against the PO lines, paperwork complete, serials matching. See the inspection routine.
Open Purchase Orders, click the order, and check its status is ISSUED or PARTIALLY RECEIVED.
Click Receive. Everything still outstanding books to ON_HAND at each line’s condition and lands at your receiving dock location.

See Receiving against a purchase order.

2. Direct-receive stock with no PO behind it

Find the part on the Inventory screen and click its row (or open the part page).
In Receive stock, pick the Location and Condition, enter Qty and Unit cost (and the Serial for serialized parts — one receive per serial, qty 1).
Click Receive.

See Direct receive from the part record.

3. Put it in the right bin the first time

There is no transfer button in the console yet — placement is decided at receive time, so pick the real destination bin on every direct receive. See Locations & transfers.

4. Quarantine suspect material

Receive it at condition AR — that alone keeps it out of Free to sell.
Put it in a QUARANTINE-type location for the physical side.

See Quarantining suspect material.

5. Issue parts to the shop — from the phone

On the mobile app, tap Issue to WO.
Scan the stock unit’s label, scan the work order’s label (or type the codes), tap Issue.

Issuing consumes the whole unit — a partial issue is a desktop job. See Receive & issue.

6. Count a few bins every day

On the mobile app, tap Cycle count and scan the stock unit.
Enter the difference, not the counted total — counted 7 where the system says 9, enter -2 — and tap Adjust. If the count matches, enter nothing and move on.

See Cycle counting.

7. Photograph what you receive

On the mobile app, tap Photo, scan the unit, shoot, and tap Attach photo — the picture files against that exact unit. Photos need signal; the image uploads as you take it. See Count & photo.

8. Check your sync badge before you clock out

The ⇅ badge in the mobile header counts operations waiting to sync. It should reach zero on good signal — if it sticks, one operation was rejected. See when an operation won’t sync.

Watch out for

A mobile receive skips the PO. The phone’s Receive is a direct receive — it books the unit at condition SV in USD and never ticks quantities off a purchase order. Receive PO deliveries at the desktop PO screen, always.
Inspect before you click Receive. The PO Receive button books everything still outstanding in one click, and a unit’s condition cannot be changed in the console afterwards. Short or suspect delivery? Don’t receive it yet.
Scrap is instant and permanent. No confirmation, no undo. Recover by re-receiving the unit and noting why.
The quarantine bin doesn’t protect sales — the condition code does. A serviceable-condition unit parked in the quarantine cage still counts as free to sell. Set AR first, then the bin.
Scans aren’t checked until sync. A mistyped or mismatched code fails only when the batch syncs, and a rejected operation keeps the badge from clearing — check the part’s movement ledger at the desktop and redo that one correctly.

Go deeper: the Inventory guide and the Mobile guide cover every screen in this loop.