Shop floor & inventory

How to receive material and allocate it to a job

Receiving should create a container record, quantity, and project allocation in one pass. In Spectr, materials arriving from suppliers are received into containers and allocated to projects, then staged by scan when production needs them.

See this on your jobs Receiving in Spectr

Key facts

A packing slip on a clipboard is not inventory.
Wrong-job receipts are how color lots migrate.
Mobile scan at the dock beats a later data-entry session that never happens.
The buyer should see received vs open without asking the yard.

How shops handle this

Match the PO
Exceptions at the door, not in accounting three weeks later.
Scan into a container
Even if the container is “floor spot 4.”
Allocate to the project
If two jobs share a truck, split the receipt.
Put it away with a location scan
Receiving is not complete while it still blocks the aisle.

Common questions

Partial shipments?

Receive what arrived. Leave the PO open. Do not “receive all” to make the screen pretty.

Can accounting still do three-way match?

Yes. Better dock data makes their match easier. Spectr is meant to sit beside Sage or Jonas, not replace the GL.

Experience how Spectr could fit in your shop

From the jobs you're quoting now to the installs you're managing next month — we'll walk through your actual work, not a canned tour.

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