Receiving Profile

Understanding Receiving Profile

A Receiving Profile in Canary7 is a configured set of rules and options that define how inbound goods are processed. It serves as the starting point for the goods-in workflow and can be tailored to suit different types of receiving scenarios.

By setting up multiple Receiving Profiles, warehouses can accommodate different processes depending on the nature of the inbound stock; for example, standard deliveries vs customer returns.

Example Use Cases

🟩 Standard Receiving Profile

Designed for structured, planned deliveries such as Purchase Orders from suppliers. A typical Standard Receiving Profile might include:

• Initiation by Receipt Number, to ensure goods are matched against pre-booked deliveries.

• Manual License Plate assignment, where users apply a pre-printed barcode to each container that is checked in.

• Over Receiving disabled, to enforce strict quantity control.

This setup helps maintain data integrity and stock accuracy in environments where inventory control is a priority.

🟦 Returns Receiving Profile

Tailored for unpredictable returns from customers. This profile may:

• Enable Blind Receiving, allowing users to check in items without a predefined receipt.

• Allow Over Receiving, since returned quantities may not match original orders.

• May have a Default Receiving Dock that is different to a Standard Profile i.e. RTN-01 instead of GIN-01.

Accessing Receiving Profile

Within the Navigation menu, click on the search bar and type and click on "Receiving Profile". Receiving Profile is also in Configuration, under Receiving Profile setup > Receiving Profile.

Add Receiving Profile

Enter in Mandatory Fields

Enter or Select the following:

1. Name
2. Description
3.  Default Receiving Dock

   The area in which the goods are checked into during the receiving process.

   The area in which the goods are checked into during the receiving process.

   The area in which the goods are checked into during the receiving process.

   The area in which the goods are checked into during the receiving process.

   The area in which the goods are checked into during the receiving process.

4.  Default Inventory Status

   The current state of the inventory within the warehouse.

   The current state of the inventory within the warehouse.

   The current state of the inventory within the warehouse.

   The current state of the inventory within the warehouse.

5.  License PlateAssignment Method (Auto or Manual) - Manual involves users applying pre-printed barcodes to check-in containers. Auto automatically assigns a container number, and can be configured to print a container label

   A unique piece of data is usually a barcode that is on the container/pallet and is used for tracking in the WMS.

   A unique piece of data is usually a barcode that is on the container/pallet and is used for tracking in the WMS.

   A unique piece of data is usually a barcode that is on the container/pallet and is used for tracking in the WMS.

6.  Receiving Process, choose between "Check and Put" (1 Step) or "Check and Locate" (2 Step).
7. Initiation Method (Receipt number or Order number)
8. User - The users or user groups that can accept this profile

   
   

   
   

   The predetermined process of how receiving is carried out, usually, will change the process after the goods are checked in.

   The field that will initiate the process, is usually the receipt number.

   
   

   The field that will initiate the process, is usually the receipt number.

   
   

   
   

9.  Checkin Quantity Message (Compare with open quantity, or no message) - Having no quantity message will allow users to under receive.

   A statement of which will be provided to the user after they have checked in the product.

   
   

   
   

Additionally, users can further refine their receiving processes by toggling On/Off the following options.

Toggle On/Off the following:

1. Allow Over Receiving - Allows users to receive a greater quantity of items that are specified on the receipt.
2. Allow Repeat Execution - If users receive large volumes of 1 item, this allows the ability to execute multiple receivals, creating a specified number of Putaway Jobs and print the corresponding amount of receipt containers.
3. Over Receiving Confirmation Prompt - Displays a message to users that they have succeeded the expected receipt quantity for an item
4. Ask for Barcode - Asks users for the barcode for items when receiving.
5. Allow Close on Receiving Execution - Allows receipts to be closed from the Receiving execution screen.
6. Allow Blind Receiving - Allows users to receive in whatever items they are presented with. Particularly useful for Returns receiving, as it may be the case that the items and their quantities are not specified
7. Print Receipt Container - Prints a barcode label for a Receipt container.
8. Ask for Advice Number - Allows the additional of another field which prompts users to enter a unique Advice number for the receipt in question. Seen as an additional verification.

Although not mandatory, ensure that is checked so that your profile will appear, and for better organisation, you could also assign users to your profile.