Use an inspection record to document an incoming warehouse inspection note. Warehouse and inventory users enter the related order number, identify the person who performed the inspection, record the inspection date, and attach supporting files when required. Create or update the record when goods require an inspection record for warehouse follow-up.
Workflow
Open Warehouse, then select Incoming Inspection Note to work with inspection records. Open the inspection form for the record you need to complete.
Record the inspection details. Enter the related Order Number, complete Inspected by, and enter the inspection date in Inspected on.
Inspection
Note: Record the inspection date and inspector consistently so that the inspection note can be identified with its related order.
Decide whether supporting evidence is needed.
To add a file from your device, select Attach, then select Select and choose the file.
Alternatively, drag a file to or Drop a file here.
Confirm a file-selection prompt with Ok when it is displayed.
Decide how to finish the record.
Select Save to keep the inspection record open for further review or additional attachments.
Select Save and Close to save the inspection record and leave the form.
Tip: Use Save before adding further information so that the inspection details already entered are retained.
Examples
A warehouse user receives goods for order PO-10458 and needs to record the incoming inspection.
Open Warehouse and select Incoming Inspection Note.
In the inspection form, enter PO-10458 in Order Number.
Enter Jordan Lee in Inspected by and enter 7 August 2026 in Inspected on.
Select Attach, use Select to choose the supplier’s inspection document, and confirm with Ok if prompted.
Select Save and Close to save the completed inspection record.
Tips
Tip: Use the same order number format as the related order so that inspection records can be located more easily.
Note: Attach supporting documents at the time of inspection when they are available, rather than keeping them separately from the inspection record.
Troubleshooting
The inspection record is still open after saving.
You likely selected Save. Select Save and Close when you have finished working on the record.
You cannot add a file by dragging it to the form.
Use Attach, then select Select to choose the file from your device.
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