Reviewing Receipts from the Mobile App

When a technician scans a receipt from the mobile app to log incoming materials, that receipt appears in the Receipts tab of the relevant stock location.

From here, managers and admins can:

✅ Review receipts promptly, especially if your team relies on updated stock counts for same-day decisions.

A receipt sitting unapproved doesn't reflect in your usable stock yet, which can cause confusion if someone checks availability before it's been reviewed.

✅ If you reject a receipt, follow up with the technician on why.

Rejection just reverses the pending entry; it doesn't automatically notify the tech with a reason, so a quick note or message helps them correct and resubmit accurately.

✅ Understand that a scanned barcode and a UPC are different things when reviewing receipts tied to newly scanned materials. If a technician scans a new item, the code becomes the material's barcode for future scanning, it does not automatically populate as a UPC (which is what's used for supplier matching in POs/RFQs). See Ply Barcode Lookup: Why the Scanned Code Doesn't Appear as a UPC if you need that connection made as well.

"I approved a receipt, but the quantities don't look right."

Approving confirms the materials as received exactly as scanned. If the quantity was wrong at the point of scanning, you'll need to manually adjust the stock afterward. see How to Transfer or Adjust Quantities Without Scanning a Barcode for how to correct it from the web or app without needing to rescan.

"I rejected a receipt by mistake — can it be recovered?"

There's no undo on a rejection today. If a receipt was rejected in error, ask the technician to rescan and resubmit the materials.

"A material was scanned as new during the receipt, and now I need it matched to a supplier for purchasing."

The scanned code becomes the item's barcode, not its UPC, these serve different purposes in Ply. See Ply Barcode Lookup: Why the Scanned Code Doesn't Appear as a UPC to manually add the UPC so supplier matching works correctly going forward.

Who can approve or reject a receipt?

Managers and admins, this isn't a technician-level action.

Does rejecting a receipt notify the technician automatically?

Not with a reason attached, it's worth following up directly so they understand what needs to be corrected.

Does the material's stock update before or after approval?

Stock reflects the receipt once it's approved, not at the moment of scanning; this is why prompt review matters if your team needs accurate real-time counts.