Skip to main content
All CollectionsOrder Management
How to manage Receiving Sources
How to manage Receiving Sources

How to Add, Edit, Disable, or Delete, a receiving source category or item

Mario Dasca avatar
Written by Mario Dasca
Updated over 2 months ago

If you need to make amendments to any receiving source item, follow these steps:
โ€‹

Step 1: Access the Settings Page

  • Begin by navigating to the Settings Page in your system.

Step 2: Navigate to General Settings

  • Locate the General tab in the Settings Page

  • Click on Receiving Categories & Sources

Step 3: Manage Receiving Categories & Sources

On this screen, you can:

  • Edit the name of any receiving category

  • Disable any receiving category- this will hide it from the Create Order flow

  • Rename any scan provider in the list

  • Add new scan provider item to the list

  • Reorganise the list to show the most frequently used items at the top

  • Control the number of units to show on the items list

  • Delete any item from the lists

Step 3: Save Progress

  • Save your project and return to the main screen

Please note:

  • The system has already been populated with some general Receiving Categories & Sources


    โ€‹

Did this answer your question?