Receive Resources

You can specify the resources you want to receive by creating a barcode list, uploading a barcode file, or scanning in barcodes one at a time.

  1. Select Catalog > Resource Orders > Track sub-tab, or click .
  2. In the Shipped section, find the order you want to receive:
    • Click View Shipments icon.
    • Click View Order icon, and then click Shipments.
  3. Click Show More.
  4. Find the resources you want to receive, and then click Receive. The Receive Items page appears.
If the resource items are… Then…
Barcoded
  • To assign a custodian, home location or department to the items, click Assign To.
  • To receive the items one at a time, scan each barcode into the Scan…one-at-a-time field, and then click Receive.
  • Note: This step cannot be undone. Make sure your intent is to receive the item, as you are not warned after clicking Receive.

    To receive all the items at once, click Receive All.

    Notes: This is the only way to receive barcoded items and generate a Job Summary.

    This step cannot be undone. Make sure your intent is to receive all the items, as you are not warned after clicking Receive All.

  • To only receive some of the items, click Show More, and then click Receive next to each item.

    Note: This step cannot be undone. Make sure your intent is to receive the items, as you are not warned after clicking Receive.

Not barcoded
  1. To assign a custodian, home location or department to the items, click Assign To.
  2. In the Items to Receive field, type how many resources you are accepting.
  3. Use the Barcodes drop-down to select if you want to add barcodes to the items.
  4. If you are adding barcodes, type the starting barcode, or select Assign next barcode to have Resource Manager assign the next available barcodes to the items.

    Note: To print barcode labels, select the Print Labels checkbox.

  1. If the items do not already have a purchase price recorded, type that information in the Purchase Price field.
  2. Select the assigned location and condition of the items from the drop-downs.
  3. Click Receive.

    Note: This step cannot be undone. Make sure your intent is to receive the item, as you are not warned after clicking Receive.

In-Hand Transfer

An in-hand transfer is when an item from another site in your district is scanned at your site, and then transferred to your site.

Notes:

Example: An item in your district is scanned at your site, but it is currently assigned to another site in the district.

  • If in-hand transfers are allowed, the system displays an in-hand transfer message.
    Pop-up showing the transfer of a calculator from a site to the district warehouse
  • If the item already has a status, such as checked out, selecting Yes to the in-hand transfer message resolves any previous statuses.

Version: 17.0 ~ Published: Thursday, January 30, 2020 ~ 7:36:02 AM