Loading
Point of Sale
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Managing Inventory with Blind Receiving

            You are here:

            1. Salesforce Help
            2. Docs
            3. Point of Sale

            Managing Inventory with Blind Receiving

            Allow stores to receive products without requiring an Advance Shipping Notice (ASN) in Point of Sale.

            The Blind Receivings feature can be useful for local sourcing, shipments without ASN generation, or smaller shops that ‌don’t have an ASN system in place.

            Prerequisites

            Configure Blind Receiving Settings in Point of Sale CMS

            Configure deep links, Not on File products, and serialized product settings so store associates can use Blind Receiving on the Point of Sale (POS) app.

            Turn On Not on File Products

            Products marked as Not on File (NOF) can be configured to be received during Blind Receivings.

            1. In CMS, go to Store Management > Store Settings.
            2. Turn on Is item not on file feature enabled for this merchant.
            3. Save your changes.

            Turn On Serialized Products

            If you have serialized products, you can configure whether scanning the product's serial number is required.

            1. In CMS, go to Store Management > Store Settings > OMS.
            2. Expand Advanced.
            3. Turn on Enable Serialized Inventory.
            4. Save your changes.

            Create New Blind Receiving

            Display a list of current receipts that can be filtered by date or status in the Retail Cloud Point of Sale (POS) app.

            Tap on the Blind Receiving deep link to show a list of receivings. This list can be filtered by date or status. To create receiving, tap Create New at the bottom of the screen.

            The Blind Receiving list in the POS app.

            Input or scan relevant receiving details, such as the order number, vendor number, bill of lading number, tracking number, and the originating entity.

            The Manual Receiving window in the POS app.

            Scanning and Finding Items to Be Received in Point of Sale

            Search for items in the Point of Sale (POS) app by entering text or using an external scanner.

            On the next screen, scan products to be received by using an external scanner or the device's camera by tapping the scan icon at the top right. Alternatively, you can search for items using the search icon. You can also use an external scanner to populate the search field with the product's barcode value.

            The POS app showing a window to select an item displayed on the screen.

            After items and their quantities are added, they appear on the receiving details screen. You can edit the quantity or delete the item from this screen.

            The Inventory Details screen in the POS app.

            Add Not on File Products to the Inventory

            Enter products that aren't on file manually in the POS app.

            If Not on File is configured, the app will display a window where you can add the product by entering its details as shown.

            The Not on File Product window in the POS app.xs

            Manage Serialized Products

            Scan serialized product serial numbers to identify products and export the details after the receiving process is complete.

            Ifserialized inventory is enabled, scanning a serialized product will trigger a prompt to scan its serial number. Serialized products are identified by the 'SerialNumberRequired' attribute, which can be configured via Product Feed. If this attribute is set to True and the flag is enabled, the prompt will appear. However, if the flag is enabled but the product attribute is set to False, no prompt will be triggered. If using the device’s camera, this prompt appears at the top of the screen as shown in the screenshot. Scan again to add the product for the transfer.

            The device camera used to scan barcodes into POS.

            However, if you're using an external scanner or manually adding a product through the product catalog, a serial number entry window appears instead.The San Serial Number window in the POS app.

            Entering multiple serial numbers will append them to the list. Each serialized product can be individually removed using the delete option. If all serialized products are deleted, the product itself is also removed.

            The POS app showing serialized products.

            After the receiving process is complete, details can be exported through event exports by mapping the field BLD_SerialNumbers. Serial numbers for each product are listed using a pipe delimiter.

            Pause and Resume Receiving the the POS App

            Paused the receiving process, save all scanned items, and resume receiving at a later time.

            The POS app with the option to pause receiving or complete receiving.

            View Completed Receivings

            See details of inventory that you've received after scanning them.

            After all items are scanned, complete the receiving by tapping Complete Receiving. The received products have their On-Hand and Available inventory buckets increased.

            A Completed Receiving window in the POS app.

            Viewing Completed Receivings

            For app builds 9.8.1 and later, details of completed receivings can be viewed by using the search filters on the screen. Check Received as one of the filters and tap Apply. Completed receivings are view only and can't be edited.

            Details of completed receipts in the POS app.

            View Known Issues with Blind Receivings

            Understand issues and restrictions of Blind Receivings and how it functions in Retail Cloud.

            For app versions less than 9.8.1, while receiving, failure to save your progress can result in the loss of all work, including scanned items, if you tap the merchant logo in the POS app. However, for versions 9.8.1 and later, users are provided with the option to save before exiting.

             
            Loading
            Salesforce Help | Article