Create a Receipt (iOS)

You can use Procore to manage materials for your project. From the Materials tool, you can create receipts to track the materials you have received, and any defects. You can create receipts for orders placed outside of Procore, or approved commitment change or purchase orders made in Procore's Commitments tool.

• Locations must already be created in Procore. See Add Locations to a Project (iOS) (Android)

• Materials must be listed in your inventory using one of the following methods:

  • Create Materials Requirements

  • The Commitments tool was used to create a commitment change order or purchase order for materials, and includes the following information:

    • The status is Approved

    • The Schedule of Values (SOV) includes the following for each line item:

      • Description

      • Unit of Measure (UOM)

• Required User Permissions

• If you selected an Associated Purchase Order, line items are filtered to the purchase order.

• When splitting line items, the item quantities will always equal the total quantity received.

• Defect Creation

  • Defects are automatically created when a receipt is Finalized.

  • If the quantity received is less than the the quantity expected, a Short defect is created.

  • If the quantity received is more than the quantity expected, an Overage defect is created.

  • If the condition for items marked as Damaged or Unacceptable a defect is created.

1. Navigate to the project's Materials tool using the Procore app on an iOS mobile device.

2. Tap Create Receipt.

3. Enter the receipt information. Show/Hide Fields

   • Attachments. Add attachments to the item.

     • Camera Show / Hide Steps

       1. Tap the camera icon.

          • Default

            1. Tap the shutter to take a photo.

          • Markup

            1. Tap Markup to take the photo and immediately mark it up.

            2. Tap the shutter to take a photo.

            3. Mark up the photo.

            4. Save the photo.

               • To save both the original and marked up photo, mark the Save as New Photo option, then tap Save.

               • To only save your marked up photo, clear the Save as New Photo option, then tap Overwrite.

     • Library Show / Hide Steps

       1. Tap the library icon.

       2. Tap the photos from your device to add them.

       3. Tap the add icon.

     • Files Show / Hide Steps

       1. Tap the files icon.

       2. Tap the file to add it.

   • Receipt Name. The name of the receipt.

   • Date Received. The date the materials were received.

   • Purchase Order. The associated purchase order that was created in the Commitments tool.

   • Shipment Reference . A reference number provided by the vendor.

   • Receiving Location. The receiving location, which is automatically applied as the storage location for each item on the receipt. Storage locations can be updated later.

   • Received By. The user in your project's Directory who received the shipment.

   • Notes. Notes about the delivery.

   • Get Signature. The Signature of the person delivering the materials.

     1. Tap Get Signature.

     2. Draw the signature.

     3. Tap Sign.

4. Click Save.

5. Scroll to 'Items' section, then tap Add to add line items.

6. Tap an item to add it to the receipt.
   Note: If no purchase order or shipment has been associated with the receipt, you can add any ordered material to the receipt. However, it will not update remaining quantities for any orders or shipments.

7. Enter the line item information. Show/Hide Fields

   1. Enter the Quantity Expected.
      Note: If there is an associated purchase order, this field is automatically set to the quantity left to receive.

   2. Enter Quantity Received.
      Note: By default, the 'Quantity Expected' and 'Quantity Received' fields match.

   3. Update the Condition and Storage Location.

      1. Tap the Condition field for the item and select its condition.

         • Acceptable

         • Damaged

         • Unacceptable

      2. Tap the storage location for the item and select a new location.

   Splitting Items for Condition and Location

   You can split line items, either to indicate some of the received quantities are not in acceptable condition, or to allocate quantities to different storage locations.

   1. Tap Add in the 'Condition and Location' header.

   2. Scroll to the next numbered section to enter details for those items. The system will ensure all line quantities total the amount received.

8. Save or submit the receipt.

   • Click Save as Draft to save the receipt as a draft.

   • Click Submit to submit the receipt for approval.