Rackbeat Mobile App

This guide provides information about the Rackbeat mobile app, which offers versatile usage options depending on user permissions in the Warehouse and Sales sections.

CONTENTS

• User with extensive rights
  • Warehouse
  • Sales
• User with warehouse worker rights
  • Warehouse
• Reporting errors or issues with the Rackbeat mobile app

The mobile app is available in the app store for both iPhone and Android. 

User with extensive rights

A user with full rights to Rackbeat has extensive usage options in the mobile app as well. The mobile app includes Warehouse and Sales sections.

Warehouse

• Picking - Lists all orders waiting for shipment. Shipment lines must be created from the order for it to appear in the app's picking view. Through the three dots in the picking view, you can print a picking list or a delivery note. You can pick all items or perform partial picking + delivery by modifying the quantity of the lines. The Send function allows the product to be delivered, and in the next step, you can optionally send the document to the customer's email or skip sending the documents.
• Receiving - Lists all orders waiting for receipt. Receipt lines must be created from the purchase order for the lines to appear in the app's receiving view. If the purchase order is partially received, a receipt must be created for the remaining items, so the receipt also appears in the mobile app. You can perform partial receipt by modifying the line quantity. The Receive function allows products to be added to the warehouse. If the product has batch or serial numbers, the app will prompt you to add the numbers before making the receipt.
• Inspection - In this view, you can make balance corrections for a product. The inspection view corrects the actual quantity. If Rackbeat shows the product quantity as 5 pcs and there are actually 6 pcs in the warehouse, an inspection entry is made with a quantity of 6. The Send function creates a line in the interface, and entries made through the Inspection view must still be recorded in the interface under Warehouse - Balance Inspection, so the balance is corrected in the warehouse. This function can be used by a warehouse worker, for example, who makes a suggestion for change in the app, but the final entry in the warehouse must be made by another user in the interface.
• Transfers - This view allows the transfer of products between warehouses. The transfer must still be recorded in the interface by a user with extensive rights, so the product stock balances are updated to the correct warehouses. This function can be used by a warehouse worker, for example, who makes a suggestion for change, but the final entry in the warehouse must be made by another user in the interface.
• Adjustments - In this view, you can make inventory/stock correction entries. The + button allows you to create a new entry. In the Quantity field, you must enter the difference. (If Rackbeat currently shows 6 pcs but there are actually 5 pcs, enter -1 in the quantity field). After this, the events must still be recorded in the Adjustments view, so they affect the stock balances.
• Inventory - From the list, you can check the product balance and the incoming and reserved quantities. The list shows the available balance of the product. If the product is reserved on sales orders, the quantity appears in parentheses after the available balance. If you want to check if the product is coming to the warehouse on purchase orders, drill down from the product name to check the proposed field quantity.

Sales

• Inventory - From the list, you can check the product balance and the incoming and reserved quantities. The list shows the available balance of the product. If the product is reserved on sales orders, the quantity appears in parentheses after the available balance. If you want to check if the product is coming to the warehouse on purchase orders, drill down from the product name to check the proposed field quantity.
• Orders - In this view, you can review all sales orders and process orders from draft status to confirmation and delivery. Invoices must be created in the interface. You can also create a new order in the app using the + button.
• Customers - This view lists all customers, and you can also create new customers through the view. New customers created in the app and modifications to customer information flow in real-time to the interface.

User with warehouse worker rights

A user can be given a restricted Warehouse Worker profile, allowing them to deliver and receive orders, check product balances, and make stock entries in the mobile app. Creating new sales and purchase orders is not possible with the warehouse worker profile. The warehouse worker's app view is more limited.

Warehouse

• Picking - Lists all orders waiting for shipment. Shipment lines must be created from the order for it to appear in the app's picking view. Through the three dots in the picking view, you can print a picking list or a delivery note. You can pick all items or perform partial picking + delivery by modifying the quantity of the lines. The Send function allows the product to be delivered, and in the next step, you can optionally send the document to the customer's email or skip sending the documents.
• Receiving - Lists all orders waiting for receipt. Receipt lines must be created from the purchase order for the lines to appear in the app's receiving view. You can perform partial receipt by modifying the line quantity. The Receive function allows products to be added to the warehouse. If the product has batch or serial numbers, the app will prompt you to add the numbers before making the receipt.
• Inspection - In this view, you can make balance corrections for a product. The inspection view corrects the actual quantity. If Rackbeat shows the product quantity as 5 pcs and there are actually 6 pcs in the warehouse, an inspection entry is made with a quantity of 6. The Send function creates a line in the interface, and entries made through the Inspection view must still be recorded in the interface under Warehouse - Balance Inspection, so the balance is corrected in the warehouse. This function can be used by a warehouse worker, for example, who makes a suggestion for change, but the final entry in the warehouse must be made by another user in the interface.
• Transfers - This view allows the transfer of products between warehouses. The transfer must still be recorded in the interface by a user with extensive rights, so the product stock balances are updated to the correct warehouses. This function can be used by a warehouse worker, for example, who makes a suggestion for change, but the final entry in the warehouse must be made by another user in the interface.
• Adjustments - In this view, you can make inventory/stock correction entries. The + button allows you to create a new entry. In the Quantity field, you must enter the difference. (If Rackbeat currently shows 6 pcs but there are actually 5 pcs, enter -1 in the quantity field). After this, the user with extensive rights must record the events in the interface, so they affect the stock balances.
• Inventory - From the list, you can check the product balance and the incoming and reserved quantities. The list shows the available balance of the product. If the product is reserved on sales orders, the quantity appears in parentheses after the available balance. If you want to check if the product is coming to the warehouse on purchase orders, drill down from the product name to check the proposed field quantity.

Reporting errors or issues with the Rackbeat mobile app

If there are error messages or issues in the mobile app, click the settings icon in the upper right corner (image below).

Clicking the settings icon opens a menu (image below).

By clicking the "drone" button in the menu, you can send error reports and your own description of the issue directly to the Rackbeat mobile team. 

Keywords: Rackbeat mobile app, Rackbeat mobile, 

Did you find it helpful? Yes No