How to receive a delivery on your phone

Receiving in the iPhone app lets you book a delivery into Shopify standing next to the pallet. Open the menu (the ⇕ button) and tap Receiving. Getting the app is covered in Using Tideswell on your phone.

The phone books deliveries against the same purchase orders as the web, so everything lands in the same Receipt history. How to receive a delivery covers the web side, where you also set costs, freight and the supplier's invoice.

Before you start

You need Edit purchase orders and the buying calendar in Settings › Permissions, which starts at lead. Giving stock back to Shopify when you undo a delivery also needs Change stock, receiving and store settings, per How to set who can do what.

Stock goes to the location set as Receive to on the order, which you set on the web.

Which orders does Receiving show?

Every order still waiting on goods: open orders that are not yet fully received. Each row shows the supplier, the PO number, Expected and its date, and the order's stage.

An order that has already had part of its goods shows a PART RECEIVED badge. Pull down on the list to refresh it.

How do you count a delivery in?

Tap the order, count each line, then tap Receive and confirm. Every line starts at zero, so only what you count goes into stock.

1. Tap the order in the Receiving list.
2. Count each product with its Received stepper, or scan barcodes as described below.
3. Tap Receive at the bottom of the screen.
4. Read Book this delivery in?, which says how many units go into live Shopify stock.
5. Tap Yes, update Shopify stock.

Each line shows how many are in so far and how many are still owed, such as 20 of 48 in and 28 owed. The bar above Receive keeps a running total of units going into stock.

A Delivery booked summary confirms it, and Done closes it.

How do you scan barcodes?

Tap the barcode button at the top right (Scan a barcode) and point the camera at each product. Every scan adds one to the matching line's Received count, and the line lights up.

Tideswell matches the product's barcode first, then its SKU. A code that is not on the order says so, and a code shared by two lines asks you to count that product by hand.

How do you record damaged units?

Tap the warning triangle on a line (Record damage) to show its Damaged stepper, and count the broken units there.

On the phone, count only the good units in Received and the broken ones in Damaged. Damaged units are recorded on the order, never added to Shopify stock, and stay owed by the supplier.

What if more arrived than the order owes?

The line reads More than this line still owes, and a More than the order still owes switch appears below the products.

Turn it on only if the extra really turned up, and Receive becomes available again. The confirm window states how many units over the order you are booking.

What does "recorded only" mean?

Some products are on the order but not linked to a Shopify product, and those lines say Not in Shopify. Their units are recorded on the order and their stock is not sent to the shop.

The bar above Receive counts these, together with damaged units, as recorded only. To send them to Shopify, link the line on the web purchase order first, per How to receive a delivery.

How do you add a note?

Type it under Note before you tap Receive, for example "Two cartons crushed, Portside Mills told". It is saved with the delivery.

How do you take a delivery back?

Find it under Already booked on the order and tap Undo. Use it for a delivery counted twice or booked against the wrong order.

1. Tap Undo beside the delivery.
2. On Take this delivery back, type the reason under Why.
3. Leave Put the stock back in Shopify on to subtract those units from Shopify. Turn it off if someone has already corrected the shop by hand.
4. Tap Take it back.

The delivery stays on the order, crossed through and marked Taken back. Undo shows while the order is still open.

What if a delivery did not reach Shopify?

It shows under Already booked with an amber message saying it was recorded but did not reach Shopify. Retry it from the order's Receipt history on the web rather than counting the boxes again.

If the phone loses its connection while you book, tap Receive again. Tideswell recognises the same delivery and never counts it twice.

Does the phone follow the web's receiving setting?

For costs, yes; for quantities, no. Settings › Receiving decides whether web lines start filled in, and the phone always starts every line at zero. Count what is in the box and only that goes in.

The cost choice on the same page, Off, Last cost or Weighted average, applies to a delivery booked on the phone exactly as on the web. See How to receive a delivery.