Reasons, Photos and Stock Corrections in the QrX App
Your warehouse team can now do more of the stock work on the phone with the QrX app: choose your own reason codes with their note and photo rules when they review counts, report damaged goods at receiving or write off a transfer, correct stock (adjust, scrap, block and unblock) on a new screen, pick a carrier for a transfer shipment, count pack units while picking, see when a lot is on hold and see the zone of every bin. Everything is booked in the same QrX WMS as PortalX.
Who It Is For
Warehouse staff and team leads who work with the QrX app on a phone or handheld.
Accounts with QrX warehouse stock. Blocking stock needs Full WMS; lot lookups need the Lots and expiry dates module.
Where to Find It
In the QrX app, open Warehouse Management: the card Stock correction, and the cards Count, Receive goods, Transfers in and Picking.
On the stock screen of a product (from the Low stock card), Correct stock opens a correction for that product.
Your reasons and their rules are managed in PortalX under Settings > Warehouse > Reason codes.
Reasons, Notes and Photos
Wherever the app asks for a Reason, it shows the active reasons of your account for that action, in your sort order, your own reasons included. A reason can be marked Note required or Photos required with the number of photos.
Count review: when you approve or reject count differences, choose a Reason for the difference and add a note and photos when the reason asks for them. They are kept on the count lines, as in PortalX.
Damaged at receiving: tap Damaged on a receipt line, choose the damage reason and add the note and photos the reason needs. Damaged units go to quarantine, not to a bin.
Transfer write-off: on a transfer in review, tap Write off. The open units are booked as lost in transit and the transfer is closed. A note is always needed; choose a transfer loss reason and add photos when the reason asks for them.
Stock correction: see below.
Tap Take photo or Choose from library: up to 5 photos per action, JPG, PNG or WebP under 10 MB each. The app uploads and checks every photo before it books; a photo that did not upload can be tapped to try again. When a note or photos are missing, the app says "This reason needs a note." or "Add the photos this reason needs." and nothing is booked. A reason that was archived in PortalX in the meantime answers "This reason is no longer active. Choose another one." When your own reasons cannot be loaded, the app shows "Your own reasons did not load. Showing the standard list."
Correct Stock on the Phone
Open Stock correction and choose Adjust (with Add or Remove), Scrap, Block or Unblock.
Scan the bin and the product. In a warehouse without bins, choose the warehouse instead of a bin.
Enter the quantity in units. Scanning a pack unit barcode, such as a case, adds all its units.
For a product tracked by lot, enter or scan the lot code. QrX looks the lot up; an unknown code answers "This lot was not found for this product. Check the lot code."
Choose the reason and add a note and photos when the reason asks for them. Unblock needs no reason: it moves the units from quarantine back to the bin.
Tap the book button, check the summary under Book this stock correction? and confirm. The app shows Stock corrected.
Block moves units to quarantine: they are not sold or picked until you unblock them. The same rules as in PortalX apply: you cannot remove more than is there ("There is not enough stock here for this quantity."), and units that are reserved for orders must be released first. When the connection drops after you tapped to book, the app sends the same correction again and it is never booked twice.
Lots on Hold
Count, transfer and receipt lines show a Lot on hold or Lot expired pill.
Picking: a lot on hold is never reserved for a pick list. Scanning it answers "This lot is on hold and cannot be picked. Pick the product from another lot."
Receiving, put-away, counts, transfers and unblocking never put units of a lot on hold into a bin: "This lot is on hold. Book it into quarantine or receiving."
The summary of a stock correction shows when the lot is on hold or expired.
Pack Units When You Pick, Receive and Count
Scanning the barcode of an inner pack, case or pallet counts all its units, and the app shows what you scanned, for example "Case: 12 units". When picking, a pack that holds more than the line still needs books nothing: "Case: 12 units is more than this line still needs. Scan single units."
Carrier of a Transfer
On a transfer under Transfers in, Edit shipping opens the carrier, tracking, packages and weight. In Carrier, search a QrX carrier or type your own: a chosen carrier shows QrX carrier selected, and text that is not in the list is saved as the carrier name. When someone changed the transfer elsewhere in the meantime, the app says "The transfer was changed elsewhere and has been reloaded." Check the details and save again.
Zone Names Next to Bins
When a bin belongs to a zone, the app shows the zone name next to the bin code, for example "A-01-02 · Cold room": on the pick route and the pick list, at put-away, on the target bin when receiving, during counts and in shelf setup.
Permissions
Stock correction: View stock and Adjust stock. Transfer write-off: Adjust stock.
Count review with reasons: Approve stock counts.
Damaged at receiving: Receive stock.
Frequently Asked Questions
Why can I not save a count review, a damage report or a write-off on the phone?
The reason you chose needs a note or photos. Add them, or choose another reason. A colleague with Manage stock settings can change the rules of the reason in PortalX.
Why does the app say a lot is on hold?
The lot was put on hold in PortalX, for example for a recall or a quality check. Its units are not picked and cannot go into a bin until the hold is released. Book them into quarantine or receiving, or ask your team lead.
Can I unblock stock on the phone?
Yes. Choose Unblock under Stock correction, scan the bin and the product and enter the quantity. No reason is needed. Units of a lot on hold stay blocked.
I do not see the Stock correction card. Why?
Your role needs View stock and Adjust stock, and your QrX app must be up to date. Update the app from the App Store or Google Play.
When to Contact Our Support Team
Contact QrX support when a correction, photo or reason is refused although the rules of the reason are met, or when a lot shows on hold although it was released in PortalX. Include the product SKU, the bin, the lot code and a screenshot of the app.