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Receiving a Delivery

Updated over a week ago

Receiving deliveries is made simple with Safe Food Pro, by logging suppliers and then filling delivery form on your tablet
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In this Article


Adding Suppliers

To log your deliveries you need to add your suppliers first:

  1. Log in to the Admin Console

  2. Click the Green plus button

  3. Select either a Single supplier or bulk upload supplier

  4. Fill out the supplier's information

  5. Save. Once this is completed your delivery forms should be ready to go


Filling out Delivery Forms

  1. Go to your Safe Food Pro App on the Mobile/Tablet

  2. Click on the Green Plus Button

  3. Search for the Receiving a Delivery form

  4. Select the form and fill out the delivery details.

  5. When you click on 'Supplier name' you can select one of your previously entered suppliers from the drop-down

  6. Save the form once completed
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Scheduling Delivery form to Daily

We set the Receiving a Delivery form to Ad Hoc by default, given the unpredictable nature of deliveries throughout the day. Consider scheduling it as Daily if you want to remind your staff regularly to complete the Delivery form.

  1. Go to Forms on the Admin Console

  2. Click the Pencil icon next to Receiving a Delivery

  3. Change the Form Schedule to Daily from None


Viewing Completed Delivery Forms

Now that you have completed your delivery forms you can view them both on the app and in your administration console.

Viewing on the App:

  1. Go to the Menu

  2. Click Saved Forms

  3. Search for Receiving a Delivery or filter the category by Deliveries

  4. If you need to edit past delivery forms you can select the preferred form and edit it.
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Viewing on Administration Console

  1. Log into Admin Console

  2. Click Reports from the Menu

  3. Go to Forms Reports

  4. Change the Date Range in the top right corner

  5. Find the Receiving a Delivery form


Managing Delivery Issues

Had an issue with your Delivery? You can set up a form for returning Incoming Goods and set it up that once it's completed it automatically sends to the Supplier selected.

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