# QC

## QC at a glance

QC is the warehouse quality-control surface for reviewing received items before the next
warehouse step. It sits beside receipt work, inspection work, and stock follow-up.

| If you need to… | Go to |
|---|---|
| Reach the quality-control list | [Find the QC list](#find-the-qc-list) |
| Read the list and change its visible layout | [Read and arrange the QC list](#read-and-arrange-the-qc-list) |
| Review receipt and inspection information | [Review receipt and inspection details](#review-receipt-and-inspection-details) |
| Choose the correct receipt or inspection path | [Handle receipt and inspection branches](#handle-receipt-and-inspection-branches) |
| Finish an inspection and continue warehouse work | [Finish the inspection and continue](#finish-the-inspection-and-continue) |
| Correct a blocked action | [Resolve validation and errors](#resolve-validation-and-errors) |
| Continue with a neighbouring warehouse task | [Continue warehouse work](#continue-warehouse-work) |

The page is headed `Quality Control` and groups its work under `Receiving`. The list can show the
item's sales-job number, product, quantities, unit, stage, receipt number, and inspection number.

## Before you start

Before you work with an item, make sure the warehouse record and its receipt or inspection
record are available. The detail areas use the saved record to decide which tabs, fields, and
actions you can use.

Prerequisites

| Have this ready | Why it matters here |
|---|---|
| An identified warehouse record | The receipt, inspection, and warehouse detail areas require the record to exist. |
| Receipt information | The receipt area changes according to whether the item came from a purchase order or a delivery note. |
| Inspection information | Inspection fields and the release action appear only when the inspection record is available. |
| Permission to edit the record | **Save**, **Re-inspect**, and **Defect** depend on the record being editable. |
| Your company's inspection configuration | **Stock Type** is required only where your company configures it. |
| No unsaved inspection changes | **Finish and release to stock** appears only after the inspection is saved and unchanged. |

Required fields are conditional on the detail area. The following fields are required when their
corresponding area is active.

| Area | Required fields |
|---|---|
| Warehouse details | **Areas**, **Qty**, **In Stock**, and **Position** where the matching stock-product form is active |
| Receiving shipment | **Recieved by** |
| Inspection details | **GRN No.** and **Sub-supplier** when a received order exists |
| Inspected product | **Ordered Qty.**, **Received Qty.**, **Accepted qty**, and **Rejected qty** |
| Defect | **Defect** |
| Attachment category | **Category** when an attachment category is being edited |

With these conditions ready, find the QC list.

## Find the QC list

The QC list is the place to start when you need to review warehouse items already in the
quality-control area.

Prerequisites

- You have access to the warehouse quality-control area.

Steps

1. Select **Quality Control**.
2. Confirm that the page title reads `Quality Control`.
3. Confirm that the list section reads `Receiving`.
4. Read the headers shown in the list.
5. Select the header control that matches your task.

| If you need to… | Select |
|---|---|
| Reload the list | **Refresh** |
| Arrange the columns | **Table Layout** |
| Open list settings | **Settings** |

![Check the Quality Control title, Receiving list, headers, and header buttons.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b8f86e6dccd759bea57dad38299d566f.png)

The list can be empty. In that case, the page displays `No data`; there is no record row to open
from the list.

**Result:** You can see `Quality Control` and `Receiving`, and know whether a row is available to
review. Next, read and arrange the QC list.

## Read and arrange the QC list

The QC list is a grid whose visible headers come from the list layout selected for your company.
Work from the headers that are actually shown rather than expecting every possible header in
every layout.

The current list shows these columns:

| What you need to check | Header |
|---|---|
| Sales reference | **Sales job no.** |
| Item description | **Product** and **Description** |
| Storage location | **Area** and **Position** |
| Order and receipt quantities | **P.O.s**, **Received Qty**, **Accepted qty**, and **Rejected qty** |
| Measurement | **Unit** |
| Warehouse progress | **Stage** |
| Receipt and inspection references | **GRN** and **Inspection No.** |

The available header controls depend on your list configuration. The list may show **Refresh**,
**Table Layout**, and **Settings**.

Prerequisites

- You are on the QC list.
- The list has finished loading.

Steps

1. Read the visible headers to identify the sales reference, item, quantities, location, stage,
   receipt, and inspection reference.
2. Select **Refresh** when you need to reload the list.
3. Select **Table Layout** to open the layout controls.
4. Select one of **Standard Layout**, **Save New Layout**, **Update Current**, **Delete Current**,
   **Columns Chooser**, or **Expand column width**.

| If you need to… | Select |
|---|---|
| Return to the standard column arrangement | **Standard Layout** |
| Save a new arrangement | **Save New Layout** |
| Change the current saved arrangement | **Update Current** |
| Remove the current saved arrangement | **Delete Current** |
| Choose which columns are available | **Columns Chooser** |
| Change a column's width | **Expand column width** |

5. Select **Settings** when you need the list's settings control.

![Check the visible QC column headers and the empty list.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5eb28bd7e38397d937252ac592dc6c0e.png)

![Check the layout controls opened from Table Layout.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/fd0549b4e7ccec813a76e4437c901ced.png)

The list can still display `No data` while its layout controls are open. Read the headers shown by
the selected list layout.

The available layout controls depend on your list configuration. The menu may also expose
**Expand column width** while the same columns and `No data` remain visible.

**Result:** You can read the columns shown by your QC list and use the layout controls without
leaving the QC surface. When a row is available, continue to review its receipt and inspection
details.

## Review receipt and inspection details

Receipt details record how the warehouse received the item. Inspection details record who
checked it, the quantities accepted or rejected, and any defect information that accompanies the
inspection.

The detail panels can also include **Product**, **Description**, **Stocked By**, **Stocked On**,
**Note**, and **Unit** in warehouse details. File work can include **Library name**, **File Name**,
**Links**, and **Comment**. These fields appear only on their matching detail or popup path.

Prerequisites

- You have opened a warehouse item from the QC list.
- The relevant receipt or inspection detail area is available.
- You have the receipt and inspection information needed for the fields shown.

Steps

1. Review **Recieved by** and **Recieved on** in the receiving-shipment details.
2. Review **Sub-supplier** and **Sub-supplier shipment no.** when the receipt is from a purchase order.
3. Review the text **Sub-supplier** field when the receipt is from a delivery note.
4. Review **Inspected by**, **Inspected on**, **GRN No.**, **Sub-supplier shipment no.**, and
   **Sub-supplier** in the inspection details.
5. Review **Checklist**, **Documents**, and **Comment** when those areas are present.
6. Review each inspected product's **Product**, **Ordered Qty.**, **Received Qty.**,
   **Accepted qty**, and **Rejected qty**.
7. Review **Defect** and **Defect Category** when the inspection has a defect area.
8. Select the control that matches the saved-record detail you need.

| If you need to… | Select |
|---|---|
| Review comments | **Comments** |
| Review the receiving record | **Receiving sheet** |
| Review the inspection record | **Inspection sheet** |
| Review transfer movements | **Transfer history** |
| Review saved changes | **Last Modifications** |
9. Select **Save** after changing receiving-shipment information.
10. Select **Consider PO As Not Received** when the saved purchase order must be returned to its
    not-received path and the record has no unsaved changes.

**Result:** You have reviewed the receipt, inspection, quantities, defects, comments, and saved-record
details available for the item, and can choose the receipt or inspection branch that applies.

## Handle receipt and inspection branches

The receipt type and the item's saved state change which controls are available. Use the branch
that matches the item rather than entering information from a different receipt type.

Prerequisites

- The receipt or inspection record is open.
- The record state satisfies the action's condition.
- You have edit access for actions that change the record.

Steps

1. Use the matching branch:

| If the item is… | Work with… |
|---|---|
| From a purchase order | **Sub-supplier** and **Sub-supplier shipment no.** in the purchase-order receipt area |
| From a delivery note | The text **Sub-supplier** field in the delivery-note receipt area |
| An inspected product with company-configured stock rules | **Stock Type** where the company configuration requires it |
| A rejected item that can be inspected again | **Re-inspect** |
| An editable inspection with defect information | **Defect** |
| A saved inspection that is unchanged and not released | **Finish and release to stock** |

2. In a received-products grid, select **Package**, **Unitized**, **Split**, or **Delete**, as
   shown in the table below.

| If you need to… | Select |
|---|---|
| Group products into a package | **Package** |
| Mark products as unitized | **Unitized** |
| Divide one row into items | **Split** |
| Remove a row | **Delete** |

3. In a split-item area, select the exact item action that matches your task.

| If you need to… | Select |
|---|---|
| Add an item | **+ Item** |
| Restore the item values | **Reset Item** |
4. In an inspection, select **Inspection template** when the saved inspection and printing
   permission allow it.
5. In the file area, select the control for the document action you need.

| If you need to… | Select |
|---|---|
| Attach a file | **Attach File** |
| Open a file | **Open** |
| Download a file | **Download** |
| Rename a file | **Rename** |
| Delete a file | **Delete** |
| Retry an attachment operation | **Try Again** |
| Change file tags | **Add/Remove tags** |
| Export the file list | **Export** |

6. When a popup asks for a decision, select **No**, **Yes**, **Ok**, or **Cancel** according to
   the choice shown.

**Result:** You have followed the receipt and inspection branch that matches the item's source,
record state, permissions, and available detail area. The item is ready for the finish action
when its conditions are met.

## Finish the inspection and continue

Finishing an inspection releases its accepted warehouse work to the next stock step. A rejected
item follows the re-inspection path when that action is available.

Prerequisites

- The inspection record is saved.
- The inspection has no unsaved changes.
- The items have not already been released to stock.

Steps

1. Review the accepted and rejected quantities in the inspection details.
2. Select **Re-inspect** when rejected products exist and the record is editable, then complete
   the re-inspection details that appear.
3. Select **Finish and release to stock** when the inspection is saved, unchanged, and not yet released.

**Result:** The available inspection completion action has been selected, or the item is ready
for the registered warehouse page that owns its next step.

## Resolve validation and errors

When an action stops, use the exact message to identify the information that needs attention.

| Message | What to check |
|---|---|
| `Your request was completed successfully` | The requested action completed. Continue to the next warehouse step. |
| `An error occurred while processing your request` | Review the record values and try the action again. |
| `Check mandatory field(s)` | Complete the required fields in the active detail area. |
| `Package products cannot be empty` | Check that the package contains product rows before continuing. |
| `You have products with no decision regarding accepted or rejected quantity` | Enter an accepted or rejected quantity decision for every product. |
| `Please enter the storage area and position for each product` | Complete **Areas** and **Position** for each product that requires storage information. |
| `Position is required` | Complete **Position** before saving the warehouse details. |
| `Shipment is empty. Please enter received quantity` | Enter the received quantity for the shipment. |
| `Received quantity is greater than order quantity` | Check **Received Qty.** against the order quantity before saving. |

The message `Just '_'‘-''.' And '&' Characters Accepted` belongs to the Files page, not QC.

## Out of scope

| Message | Owning page |
|---|---|
| `Just '_'‘-''.' And '&' Characters Accepted` | Files |

**Result:** You have matched the message or blocked interaction to the field, quantity, package,
or layout action that needs attention.

## Continue warehouse work

After QC review, continue on the warehouse page that owns the next action rather than repeating
the same review on the list.

| If you need to… | Continue with |
|---|---|
| Follow the overall warehouse handover | [Warehouse fulfillment flow](warehouse-fulfillment-flow.md) |
| Work with receipt notes | [Goods receipt notes](goods-receipt-notes.md) |
| Work with incoming inspection notes | [Incoming inspection notes](incoming-inspection-notes.md) |
| Follow items awaiting warehouse work | [Upcoming stock](upcoming-stock.md) |

**Result:** You know which registered warehouse page owns the next action after QC review.