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How to Scan a Receipt to Add Inventory in SureStock

Learn how to scan a receipt in SureStock to quickly add materials and inventory to a job or location, right from your phone or computer.

➡️ How to Scan a Receipt to Enter Materials

  1. Log in to your SureStock account.

  2. Navigate to the location where you want to enter the receipt.

  3. Once inside, scroll to the right until you find Receipts.

  4. Click on Open Scanner.

  5. Choose whether to scan a receipt on the spot or upload one from your gallery.

  6. Scan or upload the file.

  7. Once done, the submission will be sent to your manager for approval.


➡️ What Happens Next?

Your receipt will be sent for Admin/Owner approval. Once an admin approves it, the items will reflect in the selected location's inventory.


➡️ I Am an Admin/Owner, How Do I Review and Approve the Scanned Receipt?

  1. Go to the Stock section.

  2. Select the Location (truck/warehouse) where the receipt request was submitted.

  3. Navigate to the Receipts tab.

  4. Receipts pending approval will appear under Pending.

From there, using the three-dot menu, you can:

  1. Open: allows you to view the receipt only.

  2. Review Items: lets you view and edit the receipt.

  3. Download the receipt.

  4. Delete the request.

Once reviewed, you can approve or reject it from Review Items → Next Step → Confirm. This confirms the reception and adds the materials to your stock.

⚠️ If you are scanning a receipt that contains materials whose names or item numbers do not match the ones in your catalog, this may result in duplicate entries.


➡️ Common Issues

"My scanned receipt created duplicate materials instead of matching existing ones."
This happens when the material names or item numbers on the receipt don't match what's already in your catalog. Before approving, use Review Items to check whether any line should be matched to an existing material instead of creating a new one, and edit it there if needed.

"I submitted a receipt and don't see the materials in stock yet."
Receipts require Admin/Owner approval before the items reflect in inventory. Check with an admin to confirm whether it's still pending under Stock → [Location] → Receipts → Pending.

"I approved a receipt by mistake."
Reach out to Support with the location and receipt details so we can help sort out the resulting inventory.


➡️ FAQs

Can anyone approve a scanned receipt, or just admins?
Only Admins/Owners can approve a scanned receipt, once approved, materials reflect in that location's inventory.

Can I upload a photo from my gallery instead of scanning live?
Yes, when opening the scanner, you can choose to scan on the spot or upload an existing photo from your gallery.

Where do I find receipts that are waiting for approval?
Stock → select the location → Receipts tab → Pending.


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