Purchase Order Receiving Workflow Enhancement Request
The current purchase order receiving process in Phorest is inefficient and requires excessive user interaction. Compared to Envision Cloud, the workflow introduces unnecessary steps that significantly slow down inventory intake.
Current Workflow
Scan barcode.
Enter quantity/count.
Save the line item.
Return to the barcode field.
Repeat the process for each item.
This process is time-consuming and creates friction when receiving large purchase orders.
Desired Workflow
Implement a continuous scan-based receiving process:
User scans an item barcode.
The item is immediately received into inventory.
Focus automatically returns to the barcode input field, allowing the next item to be scanned without additional clicks or saves.
If the same barcode is scanned again, the system should automatically increment the quantity on the existing line item rather than creating duplicate entries.
Quantities and totals should update in real time as items are scanned.
Functional Requirements
Support continuous barcode scanning with no manual save step between items.
Automatically maintain focus on the barcode field after each scan.
Aggregate identical barcodes by increasing the quantity count.
Update inventory quantities and purchase order totals dynamically.
Minimize keyboard and mouse interaction to maximize receiving speed.
Goal
The receiving process should operate as a "scan-and-go" workflow similar to Envision Cloud, allowing high-volume inventory to be received quickly and efficiently. The current count-save-repeat model is outdated and significantly increases processing time.