Inbound Movements

Inbound Movements allow you to manage the “Receipt” side of your logistics. This feature tracks trucks as they arrive at your facility and provides a streamlined way to transition items from expected to received status.

To access this area, navigate to Movements in the main sidebar and click the Inbound toggle at the top of the page.

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1. Creating a New Inbound Movement

When a truck arrives with a shipment, you start by creating a movement record to track the vehicle and its contents.

Step 1: Vehicle & Reference Details

Enter the core tracking information for the arrival:

• Truck Number & Company: Identifying information for the carrier.
• Reference/BOL Number: The primary tracking number from the supplier’s paperwork.
• Received At: The date and time the vehicle arrived (defaults to current time).
• Location: Select the specific warehouse or yard receiving the goods.

Step 2: Selecting Items

You can add items to a movement in two ways:

1. Receive Expected Items: Select from inventory already in the system with an expected status. This is ideal for shipments previously logged via CSV upload or API.
2. Add New Inventory: If a truck arrives with items not yet in the system, you can create new inventory records on the fly. You will be prompted to enter the description, part number, and any Custom Fields required by your organization.

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2. Managing the Inbound Lifecycle

Inbound movements move through a specific set of statuses to track both the Truck and the Inventory.

Truck Statuses

• Arrived: The truck is at the gate or dock.
• Unloading: The physical process of moving goods into the facility is underway.
• Unloaded: All cargo has been removed from the vehicle.
• Departed: The vehicle has left the facility.

Inventory Statuses

• Received: Items have been offloaded but are still sitting in the receiving area.
• Put Away: Items have been moved to their final storage location and are ready for outbound Packing Lists.

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Permissions for Inbound

Access to Inbound Movements is governed by specific permission keys. If a user cannot see the Inbound toggle, ensure their role or overrides include:

• inbound_movements.read: View the list of inbound shipments.
• inbound_movements.create: Start new inbound records.
• inbound_movements.update: Change truck statuses or add items to an existing movement.

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