Receiving Orders into Inventory Ally

Accessing Inventory Ally on your mobile device helps you receive incoming orders and add delivered items to inventory. You can receive orders uploaded from your order history or manually enter a delivery when the order isn’t available in the Delivery Tracker.

When receiving inventory, you can confirm delivered quantities, record any differences from the original order, and capture lot and expiry information for supported inventory items.

This article walks through how to receive uploaded orders, update delivered quantities, capture lot and expiry information, review completed deliveries, and manually enter a delivery in the Inventory Ally mobile app.

1. Open the side menu in the Inventory Ally mobile app.

2. Select Delivery Tracker.

3. Adjust the date filter to find your incoming orders, select the order you want to receive, and review its contents.

4. Review the received quantity. If it differs from the original order, select Edit.

5. Select the reason for the adjustment. For example, select Over shipped if the supplier delivered more than the quantity ordered.

6. Update the received quantity (For example, if the order expected 5 bottles but the hospital received 7 bottles, update the received quantity to 7 and select an adjustment reason).

7. If prompted, enter the Lot Number and Expiry Date for applicable inventory items.

8. Confirm the delivery to mark the items as received and add them to your inventory.

After an order is confirmed, it moves to the Archive. Use the archive to verify completed deliveries, review item details, and double-check received quantities.

1. Select Delivery Tracker to return to the delivery list.

2. Open the Archive tab (1), then select the completed order (2) to verify it.

3. Open the Ongoing Deliveries tab (1), then adjust the start date filter (2) to locate older orders.

4. To find a specific shipment, search by its order number.

5. Select the order and review its contents to double-check the received quantities.

Uploaded and manually entered deliveries are both stored in the Archive, where you can review order details and received quantities at any time.

If an order is not available from uploaded order history, you can enter the delivery manually.

1. Open the side menu in the Inventory Ally mobile app, and Select Delivery Tracker.

2. Tap Enter Manually.

3. Select the supplier.

4. Search for and select the inventory item, then adjust the quantity received. Click Add.

5. Review the order details, then click Complete to finish delivery.

6. Fill in the Order number field and click Create Order.

7. Once completed, the manually entered delivery immediately appears in the Archive with the full item breakdown and received quantities.

Some items may require lot and expiry information during receiving. If prompted, enter the Lot Number and Expiry Date before confirming the delivery.

Lot and expiry tracking is especially important for:

Use Delivery Tracker to receive uploaded orders, correct quantity differences, add required lot and expiry details, and manually enter orders when needed. Once an order is confirmed, Inventory Ally adds the received items into inventory and stores the completed delivery in the Archive for future review.