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3.3 Capture a receipt for ad-hoc inventory

Written by Support

Goal

Get one-time inventory into the system that doesn't have a catalog SKU. This is the path for parts bought at a hardware store or any other item without a SKU.

Who

Techs and Office Managers picking up consumables or unique tools.

Steps

  1. From any tab in the mobile app, tap the camera icon ("Capture receipt") in the top-right of the header.

  2. Choose Take Photo or Upload Photo.

  3. Capture or select the image.

  4. Confirm the detected items: name, quantity, unit price.

  5. Submit. The items appear at the location and behave like any other bins.

Notes

  • Ad-hoc bins issue, transfer, and adjust the same way as catalog bins.

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