How do I receive an order?

Once an order is placed and then delivered, you'll want to receive it to ensure accuracy within your perpetual inventory. 

Jump To:

Mobile Invoice Capture

Desktop Invoice Capture

Receive Orders via Desktop

Navigate to your Open Orders and click on the order you wish to receive

Should there be any discrepancies regarding products, adjust the Quantity or use the Add More Items button.

Once done, click Receive. A confirmation window will appear. Click Yes. 

The Order Details window will appear, allowing you to select the date the order was received and to confirm the Invoice Number. Once done, click Confirm. 

Receive Order via Mobile App

• Open SmartBar mobile and using the sidebar menu click "SmartOrders" 
• Click the "Orders" button to access the inventory history
• Click the filter to show your list of Incomplete, Recommended, Open, and Received orders
• Use the search bar to find your order by distributor or PO number
  • Order status is visible on the far right of each order
• If you have an invoice to capture to match with your purchase order, either tap on the order you wish to mark as received or use the Invoice Capture function indicated by a camera icon.

Invoice Capture

Mobile Invoice Capture

• Locate the open order and then tap the camera icon located to the right of the status indicator to take a photo of the corresponding invoice
  

NOTE: If your invoice has multiple pages, each page must be clearly captured. Single images with multiple pages will not allow the software to accurately scan the data.

• After your invoice image is captured, the Preview Invoice Details screen will appear 
  • “Approve” will save the invoice
  • “Delete” will not save and another image can be re-uploaded instead
    
  • You will then receive a confirmation notification
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• Click "View Invoice Image" to view and download the image of the invoice that was attached
• You can come back any time to view a captured invoice
• Orders will be marked as Received once invoice matching is completed. You do not need to manually mark the invoice as received within SmartOrders
• NOTE: Received status will not appear instantly after uploading an invoice and may take up to one business day to match
• Invoice images cannot be deleted at this time

Invoice Capture Desktop

• Invoice Capture is possible on the desktop, but an image must be available before upload. 
• Navigate to SmartOrders > Order History > Open Orders
• Locate the Order you want to upload an invoice to and click Upload Invoice
• Select a distributor for the invoice then click confirm

• Using the File Explorer, select the image of the invoice and click Open
  • The image must be clear, on a flat surface without interference. Failure to upload a clear image may result in inaccurate retrieval of order.
• Preview Invoice Details window will appear to review your image. Click Approve.
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• To review the order along with the invoice image, click on the Order. You do not need to click receive as the software will do so.