Check-in a Received Order

Overview

After you've received an order, review and "check-In" the order to make sure you've received everything as ordered. If you haven't, you can report the issue and request adjustment right within the app.

Note: Screenshots shown were taken from the mobile app. However, all information in this article is applicable regardless of how you access the app: via mobile phone, tablet, or the desktop web portal.

Follow these steps to check-in an order.

Select Order History from the navigation menu.

2. On the Order History screen, select the order that was just delivered.

3. Select Check-In Order.

4. Compare the items ordered with those you've received.

If all items are there and there is no issue, continue to Step 5.
If there is a problem with the order, skip to Report an order issue.

5. Select Check-In All.

5. Select Confirm on the confirmation pop-up.

Result

Your order is now checked-in. On the Order History screen, it will now show with a Checked In status.

Review a past order check-in

Select Order History from the navigation menu.
On the Order History screen, select the order.
Tip: The order should show as Status: Checked In.

3. If desired, select the Timeline tab to review the dates and times of order status changes, including when the order was checked in and by whom.

4. To report an issue on this checked-in order, select Edit Check-in. Continue to Report an order issue.

Report an order issue

This process continues after one of the two previous processes in this article. Please start with one of them before proceeding here:

If you have noticed an order issue—but not yet started check-in through the app—please start at Step 1 of Check-in a received order.
If you have noticed an order issue—but the order was checked in without reporting it—please start at Step 1 of Review a past order check-in.

1. Select either the click here link or the Report Issue button.

2. From the list of order items, select the checkbox next to the item(s) with a problem.

3. Choose the problem to report from the dropdown menu.

4. If the item was damaged, incorrect, or substituted, please attach a photo by selecting the plus sign, then Continue.

5. Using the plus and minus signs, indicate how many of the item was incorrect or affected, then Continue.

6. If applicable, indicate a delivery reason or add a free-text note, then Continue.

Result

Your report notes (reason, quantity, and credit) should be displayed in orange. Please review this screen to ensure it reflects the state of your received order.

Tip: If you notice an error, select Cancel and restart at Step 1.

7. Select Save Check-In.

8. Select Yes on the pop-up.

Tip: If you select No, the order issue will still show on the order but will not request credit from the supplier.

Result

The order information now shows a Credit Status field that will update as your supplier processes your request. There's also a new Credit Request tab, showing the details of what you just reported.

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