To receive inventory via cartons, retailers must include carton IDs in the ASN data imported into
the NewStore platform. For more information, see the sample payload
of the Create ASN
method.
You must also have the basic inventory permissions to use NewStore Associate App before you could transfer inventory. Talk to your store manager or IT support team for more information.
Technical configuration
The following section involves working with technical configurations and APIs. Contact your IT support team for more information.
Before receiving inventory using Associate App, enable the store to do so using the Update app configuration
method and set the enabled_carton_receiving_stores property to the IDs of stores where you want to receive the inventory.
To receive inventory into your store via NewStore Associate App:
Tap
> Inventory.
Tap Receiving > Scan carton.
note
The Scan carton button is enabled only if the carton-level
inventory receiving via NewStore Associate App is configured for
your business. For more information, see Pre-requisites .
Scan each carton that you want to receive. After scanning each
carton, verify that the number of items and the items for each
product received are correct.
Tap Receive Carton.
Follow the above steps to continue receiving remaining cartons that
have arrived in the store.
To receive inventory against an ASN into your store via Associate App:
Tap
> Inventory.
Tap Receiving > Receive with ASN to start scanning the items in the shipment.
note
The Receive with ASN button is enabled only if the NewStore Associate App is configured for
your business. For more information, see Pre-requisites .
Check the ASN list.
Find the ASN ID of the shipment that arrived into the store and tap on it.
Check whether any shipments have already been received for this ASN or not.
Tap Start Receiving.
Tap Receive Items to scan the barcode of the product or tap on the product to manually update the quantity.
If configured for your business, you can remove the manual update of the quantity and force the associates to scan all units. For more information, see Configuring manual quantity updates .
Tap Complete Receive to submit the received inventory.
If configured for your business, you can receive a product that is not
in the ASN, or receive a quantity that is more than what is expected in
the ASN. This is also called overreceiving.
Technical configuration
The following section involves working with technical configurations and APIs. Contact your IT support team for more information.
To receive inventory without any reference such as an ASN into your store via Associate App :
Tap
> Inventory.
Tap Receiving > Receive without ASN to start scanning the items in the shipment.
note
The Receive without ASN button is enabled only if the NewStore Associate App is configured for
your business. For more information, see Pre-requisites .
Enter Shipment Reference (ASN ID) and/or Order Reference (Purchase Order ID).
Tap Receive Items to scan the barcode of the product or tap on the product to manually update the quantity.
If configured for your business, you can remove the manual update of the quantity and force the associates to scan all units. For more information, see Configuring manual quantity updates .
Tap Complete Receive to submit the received inventory.
This feature is supported from Associate App v1.21.0 and later.
Associates can use NewStore Associate App to transfer inventory from their stores,
if the feature has been configured for their business.
The business use cases of inventory transfer transactions are described as follows:
Steps
Use case 1
Use case 2
1. Transfer requested or created
The inventory controller or HQ person requests an inventory transfer from NYC store 1 to NYC store 2 using the ERP or a third-party system.
The associate from NYC store 2 calls or emails NYC store 1 to transfer inventory. The associate from NYC store 1 creates an inventory transfer to NYC store 2 using NewStore Associate App.
2. Transfer completed
The associate from NYC store 1 fulfills the transfer using NewStore Fulfillment App.
3. Transfer received
The associate from NYC store 2 receives the transfer with an ASN. If NYC store 1 has additional stock or it has not been sold for a long time, the inventory is transferred to a warehouse.
The following section involves working with technical configurations and APIs. Contact your IT support team for more information.
Before transferring inventory using Associate App, enable the store to do so using the Update app configuration
method and set the enable_initiating_transfers property to true.
You must also have the basic permissions to use NewStore Associate App before you could transfer inventory. Talk to your store manager or IT support team for more information.
Inventory can be transferred from a store to another location in the following two ways:
To create a transfer against a transfer order for your store via Associate App:
Tap
> Inventory.
Tap Transfers to view the transfer orders.
Select a transfer order to view transfers already performed against this transfer order.
Tap Transfers > Start a transfer to initiate an inventory transfer to a store.
View the list of products and the units ordered.
Tap Add Item and scan the product that you want to send or type the barcode/SKU of the product.
Now tap on the product and use the - and + buttons to manually update the item quantity.
Repeat this step to continue adding more items to be transferred to the store.
If configured for your business, you can remove the manual update of the quantity and force the associates to scan all units. For more information, see Configuring manual quantity updates .
Tap Ready to Transfer. The transfer shipping options are displayed.
In the Book Shipment screen, tap the option of your choice:
If you want to book a shipment, tap on the shipping option of your choice and the app will start generating the shipping label and the transfer packing slip. You will see the options to view these documents and to print them. After the documents are printed, you can tap Complete Transfer.
The tracking number of the shipment is set as the carton ID so the receiving store can receive all the items inside it by scanning the carton ID.
A transfer transaction and an ASN are created for the shipment. You have to print and complete the transfer.
If you don't want to book a shipment and continue without printing labels for these items,
tap Complete without carrier > Complete Transfer. A confirmation message appears. You can print the packing list of the transfer. You can still go back to select another shipping option to ship the products.
The transfer is complete. After manually picking the item,
the associate from the store that requested the transfer, can receive the item using Associate App.
To create a transfer for your store via Associate App:
Tap
> Inventory.
Tap Transfers > Start a transfer to initiate an inventory transfer to the store that requested the transfer.
note
The Start a transfer button is enabled only if initiating transfers
is configured for your business via NewStore Associate App. For more information, see Pre-requisites .
For a new transfer, select a destination store from the drop-down list to which you want to send the inventory.
Tap Add Item and scan the item that you want to send. Use the - and + buttons to manually update the item quantity. Repeat this step to continue adding more items to be transferred to the store that requested the transfer.
If configured for your business, you can remove the manual update of the quantity and force the associates to scan all units. For more information, see Configuring manual quantity updates .
Tap Ready to Transfer. The transfer shipping options are displayed.
In the Book Shipment screen, tap the option of your choice:
If you want to book a shipment, tap on the shipping option of your choice and the app will start generating the shipping label and the transfer packing slip. You will see the options to view these documents and to print them. After the documents are printed, you can tap Complete Transfer.
The tracking number of the shipment is set as the carton ID so the receiving store can receive all the items inside it by scanning the carton ID.
A transfer transaction and an ASN are created for the shipment. You have to print and complete the transfer.
If you don't want to book a shipment and continue without printing labels for these items,
tap Complete without carrier > Complete Transfer. A confirmation message appears. You can print the packing list of the transfer. You can still go back to select another shipping option to ship the products.
The transfer is complete. After manually picking the item,
the associate from the store that requested the transfer, can receive the item using Associate App.
To count inventory items in your store via Associate App:
Tap
> Inventory.
Tap Cycle Count.
Check the cycle counts created by the retailer or the cycle counts created for mispicks.
View the status of cycle counts.
note
The counts that have not been started yet are displayed as
Pending and the counts that have already been started are
displayed as In Progress.
Select a cycle count from the list and tap to see the details.
Tap Start count.
Tap Scan Item to scan barcode of the product or tap on the product to manually update the quantity.
If configured for your business, you can remove the manual update of the quantity and force the associates to scan all units. For more information, see Configuring manual quantity updates .
Tap Review Discrepancy after you have scanned all products from the cycle count to see which product count doesn't match with the stock on hand quantity.
Review the products with discrepancies and re-count or accept the discrepancies by tapping Confirm & Complete.
To adjust the on hand item quantity via Associate App:
Tap
> Inventory.
Tap Adjustments.
Select Adjustment Reasons and type to Create Adjustment. For example, Damaged out - Destroyed.
Add a note to give details about the adjustment. For example, Broken item.
Tap Add Item to scan the barcode of the product or tap on the product to manually update the quantity.
If configured for your business, you can remove the manual update of the quantity and force the associates to scan all units. For more information, see Configuring manual quantity updates .