July 2nd 2024, Release Note: Mobile P2P&I Receiving | Adding Images to Pending Deliveries

Summary

Release date: July 2nd 2024

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - No

What's Changing?

It is now possible to associate images/photos with pending deliveries using the Receiving app. These images are then available in the core purchasing systems (Inventory, Adaco).

Trade Simple will support images in a future release

Reason for the Change

To give users the option to photograph/visually document their deliveries and invoices - especially useful in the event of damaged goods/short deliveries.

Customers Affected

Available by default to all customers using the Receiving app.

Release Note Info/Steps

• Log in to the Receiving app and select a Location
• Then select a Pending Delivery
• Select the camera icon
  

Fig.1 - Camera icon on a pending delivery

• Select Add Photo
  • If using a mobile device, use the camera to capture an image or add one from the photo library (desktop users will only have this second option)

Fig.2 - 'Add Photo'

Image size is limited to 25MB. Supported types are JPEG, JPG, PNG, HEIC, HEIF, and PDF. Videos and GIFs are not supported (see Fig.4).

Fig.3  - If taking a new photo, there are options to 'Retake' or 'Use Photo'

Fig.4 - Unsupported file type message

• If required, select the three dots menu to see options to Rename or Delete the image
• Select the thumbnail (Fig.5) to see the full-sized image

Fig.5 - Rename/Delete options

The number of images associated with a pending delivery is displayed next to the 'Delivery reference' field (see Fig.6)

Multiple images can be uploaded.

Fig.6 - Number of images associated with a pending delivery

Accessing the Images in the Core Purchasing System

Any images captured in the Receiving app will be accessible in the core purchasing system (Adaco, Inventory).

Accessing Receiving Images in Adaco

Within Adaco, images captured in the Receiving app are saved as 'PO Comments' against each receiving.

Either:

• Go to the Receiving Corrections screen, right-click a receiving and select Comments Log (Fig.7)
  or
• Open a receiving and go to the PO Comments tab (Fig.8)
• Double-click the paperclip icon

The image will then load in your default web browser.

Fig.7 - Accessing images from the Comments Log

Fig.8 - Accessing images from the PO Comments tab within a Receiving Correction

Accessing Receiving Images in Inventory

In Inventory, images captured in the Receiving app are saved against the approved GRN.

On the main GRN document page, there is a new indicator of how many images are associated with the GRN (Fig.9)

Fig.9 - Indicator of number of images associated with each GRN

Within the GRN there is a new section in the header which shows details of any images associated with the GRN.

Clicking on the View option will open the image in a new browser tab.

Fig.10 - Details of images associated with a GRN with option to 'View' images