Check-in a received order
Find out how to check-in your delivered order within the app and report any issues.
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.
Check-in a received order
- Select Order History from the navigation menu.
[image] - On the Order History screen, select the order that was just delivered.
[image] - Select Check-In Order.
[image] - 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.
- Select Check-In All.
[image] - Select Confirm on the confirmation popup.
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Result
Your order is now checked-in. On the Order History screen, it will now show with a Checked In status.
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Review a past order check-in
- Select Order History from the navigation menu.
[same image as #1] - On the Order History screen, select the order.[image]
Tip: The order should show as Status: Checked In.
- 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.
[image] - To report an issue on this checked-in order, select Edit Check-in. Continue to Report an order issue.
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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.
- Select either the click here link or the Report Issue button.
[image] - From the list of order items, select the checkbox next to the item(s) with a problem.
[image] - Choose the problem to report from the dropdown menu.
[image] - If the item was damaged, incorrect, or substituted, please attach a photo by selecting the plus sign, then Continue.
[image] - Using the plus and minus signs, indicate how many of the item was incorrect or affected, then Continue.
[image] - If applicable, indicate a delivery reason or add a free-text note, then Continue.
[image]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.
- Select Save Check-In.
[image] - Select Yes on the popup.[image]
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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