When the supplier hands over a packing slip, you don't have to type every line into the PO by hand. Upload the slip to the PO and SureStock's AI reads the items, quantities, and prices for you. Before anything is added, you review the changes and link each line to a material that's already in your catalog. That keeps your PO accurate and avoids duplicates when the supplier calls a part something different than you do.
đĄ This works great with Quick PO: grab a PO number at the counter, then upload the packing slip when you're back to fill in the items.
â ď¸ Packing slip upload is available on the web app and on iOS (SureStock v1.1.12 or later).
âĄď¸ Upload a packing slip on the web app
Go to Purchasing â Purchase Orders and open the PO.
Scroll to the bottom of the PO and click Upload packing slip. Select your file.
SureStock processes the file and suggests changes to the PO. Click View changes to review what the AI read.
For any line that should be an item you already carry, click the + button on that line, search your catalog and pick the right material. Make sure you also select the correct variation.
Click Approve. The matched lines are replaced with your existing catalog materials and the PO is updated.
âĄď¸ Upload a packing slip on the mobile app
Open the PO in the SureStock app.
Upload the packing slip as a PDF.
You'll see a processing status card while SureStock reads the file.
When it's ready, an Updates available banner shows up on the PO. Tap it to open the review screen.
Review the changes, including the old and new price for each line, then approve or reject them. If you reject, SureStock asks you to confirm first.
âĄď¸ What happens after you approve
Approving updates the PO with the items from the packing slip. It doesn't add anything to stock yet. Once the materials are in hand, receive and reconcile the PO as usual: see Managing PO Status & Reconciliation.
âĄď¸ Best practices
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Match every line you already carry before approving.
Unmatched lines can end up as new materials, even when you already have that part in your catalog. Matching keeps one record per item, so your stock counts, min/max and costs stay in one place.
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Always pick the variation, not just the material.
If a material has variations (size, color, etc.), selecting the wrong one puts stock and cost on the wrong item when you reconcile.
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Check the prices before you approve.
The packing slip may carry a different price than the one on the PO. Review the old and new prices so your costs reflect what you actually paid.
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Ask techs to bring back the packing slip.
It's the fastest way to fill in a Quick PO and keeps the PO matching what was actually delivered.
âĄď¸ Common issues & fixes
"I approved the packing slip but my stock didn't change."
That's expected. Approving only updates the PO. Receive and reconcile the PO to add the materials to stock.
"I ended up with a duplicate material after uploading a packing slip."
That usually happens when a line was approved without being matched to the existing catalog item. You can combine the two with Materials Merge, and next time use the + button to match the line before approving.
"I uploaded the slip but I don't see the Updates available banner yet (mobile)."
The file is still being processed. Wait for the processing card to finish. The banner shows up once SureStock is done reading the file.
âĄď¸ FAQs
What file type should I upload?
A PDF works best, and it's required on the mobile app.
Can I use this on a Quick PO?
Yes. Upload the packing slip to the Quick PO to fill in the items you bought.
Does approving reconcile the PO?
No. Approving updates the PO. You still need to receive and reconcile it to update your stock.
Can I reject the changes?
Yes. On mobile you can reject the suggested updates (SureStock asks you to confirm first). On web, simply don't approve the changes.
Is this on Android?
Not yet. It's available on the web app and on iOS for now.
Still need help?