Receiving Training for New Hires

Learning Objectives

After this training, you will be able to:

• Log in to Dakota WMS
• Receive items against a PO
• Use a barcode scanner
• Handle exceptions (overage, shortage, damage)
• Print putaway labels

Time: 2-3 hours

Prerequisites

Before you start:

• Get your login from IT
• Get your badge for the dock
• Find your label printer
• Get a scanner (if using barcodes)

Module 1: System Basics

1.1 Logging In

1. Go to your terminal
2. Type your user ID
3. Type your password
4. Press Enter

Forgot password? Call IT at ext. 4357.

1.2 Main Menu

The main menu shows:

• Receiving (where you work)
• Inventory
• Shipping
• Reports

Use arrow keys to move. Press Enter to select.

1.3 Function Keys

Learn these keys:

Practice 1

1. Log in to Dakota
2. Go to Receiving menu
3. Press F4 to see options
4. Press F3 to go back

Module 2: Standard PO Receiving

2.1 What is a PO?

A PO (Purchase Order) is a list of items we ordered. When trucks arrive, you receive against the PO.

2.2 Opening a PO

1. Click Receiving
2. Click PO Entry
3. Type the PO number
4. Press Enter

2.3 Processing Items

For each item:

1. Count the cases
2. Type the count
3. Type the expiry date
4. Press Enter

2.4 Date Colors

Watch the screen color:

• Green = OK
• Yellow = Warning (ask manager)
• Red = Alert (must ask manager)

2.5 Printing Labels

1. Press F6
2. Labels print
3. Put label on pallet

Practice 2

With your trainer:

1. Open a practice PO
2. Enter one item
3. Print a label

Module 3: Barcode Scanning

3.1 Why Use Barcodes?

Scanning is faster. One scan fills in:

• Item number
• Lot number
• Expiry date
• Quantity

3.2 How to Scan

1. Open UCI Receiving
2. Point at barcode
3. Pull trigger
4. Wait for beep

3.3 After Scanning

1. Check the data
2. Enter PO number
3. Press Enter

Practice 3

With your trainer:

1. Open UCI Receiving
2. Scan a practice barcode
3. Link to a PO

Module 4: Handling Exceptions

4.1 Too Many Items (Overage)

Vendor sent more than ordered.

1. Type what you got
2. Pick reason code:
   • O1: Vendor sent extra
   • O2: PO was wrong
   • O3: Old shortage makeup

4.2 Too Few Items (Shortage)

Vendor sent less than ordered.

1. Type what you got
2. PO stays open for rest

4.3 Damaged Items

Some items are damaged.

1. Type good count
2. Press F7
3. Type bad count
4. Pick damage code:
   • D1: Shipping damage
   • D2: Product defect
   • D3: Bad packaging

Practice 4

With your trainer:

1. Enter an overage
2. Enter damage
3. See how system records it

Assessment

Knowledge Check

Answer these questions:

1. What key exits a screen?
2. What does yellow date color mean?
3. What key prints labels?
4. What do you do for damaged items?

Practical Test

With your trainer watching:

1. Log in
2. Receive a full PO
3. Handle one overage
4. Enter one damage
5. Print labels

Additional Resources

• Quick Reference Card (keep at your station)
• User Guide (in break room)
• Manager (for questions)
• IT Help Desk: ext. 4357

Tips for Success

• Count first, then type
• Ask if unsure
• Check dates carefully
• Label every pallet

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