Prepare and Receive Orders

Soft good orders can be entered manually, or they can be automatically loaded into the system by sending the order to your organization’s email address at @HTInbox.com.

Before an order arrives, you can prepare to receive it by verifying that all required information is in the system.

The Prepare and Receive Orders functionality can be accessed from 1) the Home screen Prepare and Receive Orders button or 2) the Orders -> Equipment Order -> Prepare and Receive Orders button. 

This functionality allows you to prepare your orders that you have not yet received and receive your orders efficiently. 

In this article:

Preparing Orders

1. Missing Department
2. Missing Equipment Type
3. Missing Order Detail

Receiving Orders

1. Receive an Order

Preparing Orders

To receive your orders correctly into inventory, the following information is needed: department, equipment type, manufacturer, style, color code, size type, and size. If any of these values are missing, they are highlighted in red on the Receive Order screen, and the order can not be received until the information is filled out. (See image below) Preparing orders can be done well ahead of the order's arrival.

Starting with the 1. Missing Department tab and working your way across will correctly prepare your orders to be received on the Receive Order tab.

1. Missing Department

Highlight one or more orders on the grid using the Shift or Ctrl keys. Choose a Department from the drop-down and click Update. The Department will be assigned to the highlighted orders, and they will disappear from the Missing Department tab.

2. Missing Equipment Type

Highlight one or more models on the grid using the Shift or Ctrl keys. Choose an Equipment Type and Manufacturer from the drop-downs and click Update. The Equipment Type and Manufacturer will be assigned to the highlighted orders, and they will disappear from the Missing Equipment Type tab.

3. Missing Order Detail

Highlight one or more items on the grid using the Shift or Ctrl keys. Choose a Size Type from the drop-downs and click Update. The Size Type will be assigned to the highlighted orders, and they will disappear from the Missing Order Detail Type tab.

Occasionally, there will be a size on an item that the system does not recognize. In that case, highlight that single record and use the Inv Size drop-down to select the correct size for the item.

Receiving Orders

Once all of the red items have been fixed, you are ready to receive items on the order into your General Equipment inventory. To receive the items, go to the last tab called 'Receive Order'.

Receive an Order

1. Find the item in the grid.
2. If you have received all of the 'Remaining Qty', you can click the checkbox. The system will copy the 'Remaining Qty' to the 'Receive Qty' field.
3. If you have received an amount that is different from the 'Remaining Qty', you can type the number in the 'Receive Qty' field.
4. Once you've finished adding the quantities of each item, press the Save button at the bottom of the screen. The system will add those items to your General Equipment inventory and will update this order to indicate that those items have been received.