Find out how to check-in your delivered order within the app and report any issues.
Overview
After you've received an order, you should review and "Check-In" the order to ensure you've received everything as it should be. If you haven't, you can report the issue and request adjustment right within the app.
Follow these steps to check-in your order:
Check-in a received order
- If using the mobile app, open the side menu by selecting the three lines.
- From the side navigation menu, select Order History.
- On the Order History screen, select the order that was just delivered.
- Select Check-In Order.
- Compare the items ordered with those you've received.
- If all items are there and there is no issue, continue to Step 6.
- If there is a problem with the order, skip to Report an order issue.
- Select Check-In All.
- Select Confirm on the popup.
Result
Your order is now checked-in. On the Order History screen, it will now show with a Checked In status. If desired, you can review your check-in; the order's Timeline tab will add the check-in date and time to the order timeline.
Review a past order check-in
- Open the side menu by selecting the three lines in the upper-left corner.
- From the side menu, select Order History.
- On the Order History screen, select the order to review.
✨ Tip: The order should show as Status: Checked In.
- If desired, select the Timeline tab to review the dates and times of order status changes, including when it was checked in and by whom.
- To report an issue on this checked-in order, select Edit Check-in and skip to Report an order issue.
Report an order issue
- If you have noticed an order issue—but not yet started check-in through the app—please start at Step 1 of Check-in a received order.
- If you have noticed an order issue—but the order was checked in without reporting it—please start at Step 1 of Review a past order check-in.
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Select either the click here link or the Report Issue button.
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From the list of order items, select the checkbox next to the item(s) with a problem.
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Choose the problem to report from the dropdown menu. Your options are:
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Missing
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Received Damaged
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Received Incorrect
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Received Substitute
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Returned
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Added From Invoice
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If the item was damaged, incorrect, or substituted, please attach a photo by selecting the plus sign.
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Select Continue.
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Using the plus and minus signs, indicate how many of the item was incorrect or affected.
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Select Continue.
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If applicable, indicate a delivery reason or add a free-text note, then select Continue.
Result
Your report notes (reason, quantity, and credit) should be displayed in orange. Please review this screen to ensure it reflects the state of your received order--if not, select Cancel and skip up to Step 1 to start over.
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Select Save Check-In.
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Select Yes on the popup.
✨ Tip: If you select No, the order issue will still show on the order but will not request credit from the supplier.
Result
The order information now shows a Credit Status field that will update as your supplier processes your request. There's also a new Credit Request tab, showing the details of what you just reported.
