Incoming Deliveries
Incoming Deliveries
Purpose
This page is used to record and verify each delivery at receiving so product quality and safety checks are completed before acceptance.
Prerequisites
- Supplier should exist in the system.
- Receiving team must have access to intake logging.
- Required checks (temperature, packaging, timestamps) should be defined.
Main Actions
- Create or review delivery intake entries.
- Capture receiving details, product condition, and temperatures.
- Mark accepted, rejected, or partially accepted outcomes.
- Add notes and evidence for exceptions.
Field/Status Reference
- Supplier: Vendor linked to the shipment.
- Received At: Time the delivery was handed over.
- Temperature/Condition: Safety and quality checks at intake.
- Outcome: Accepted, rejected, or partial acceptance.
- Exception Notes: Details on any issue found.
Workflow
- Open or create the incoming delivery record.
- Confirm supplier and shipment details.
- Perform required quality and temperature checks.
- Record outcome and supporting notes.
- Route exceptions for follow-up if needed.
Connections
- Uses supplier records from Suppliers.
- Feeds consolidated monitoring in Delivery Hub.
- Can trigger corrective workflows when issues are detected.
Common Mistakes
- Accepting deliveries before all checks are completed.
- Missing timestamps or condition notes.
- Recording issues without enough detail for follow-up.
Troubleshooting
- If supplier is missing, create or update the supplier record first.
- If intake forms seem incomplete, verify required fields and permissions.
- If outcomes look inconsistent, review local SOP and status usage.
Quick Tips
- Log deliveries immediately at handoff.
- Keep notes factual and specific.
- Use consistent criteria for acceptance decisions.