Overview
When your crew drops items at an earlier stop during a Destination check, or checks items into a warehouse during a Warehouse Check, every later check on the same Descriptive Inventory treats those items as already accounted for. Your crew does not have to explain or re-check items that were legitimately delivered earlier in the move or left at a warehouse, and those items are never flagged as missing.
In a later check, accounted-for items appear as dimmed, disabled cards at the bottom of the item list. A Delivered tab on the review screen shows exactly what was dropped off at each stop and what is being held at a warehouse.
Before You Start
Available to accounts using the Destination check or the Warehouse Check in the Crew App. Accounts using neither see inventory checks behave the same as always.
Requires the Crew App access your crew already uses to run Descriptive Inventory checks. No additional permission is needed.
For an item to show as delivered, at least one Destination check must have delivered items on the Descriptive Inventory. A later check shows an item as delivered only when an earlier Destination check on the same inventory recorded that delivery.
For an item to show as held at a warehouse, a Warehouse Check on the same Descriptive Inventory must have taken the item in.
The two ways an item becomes accounted for in a later inventory check
An item on a Descriptive Inventory becomes accounted for in later checks in one of two ways. Both make the item read-only in later checks and keep it off the missing list.
Delivered at an earlier stop. A Destination check recorded the item as delivered at a stop. The item reads Delivered.
Held at a warehouse. A Warehouse Check took the item into a warehouse and no Warehouse Cross Reference Check has released it. The item reads At warehouse.
An item that reached a stop has physically left the warehouse, so an item that is both delivered and warehouse-held reads Delivered.
How items delivered at an earlier stop appear in a later inventory check
Items delivered during an earlier Destination check appear in later checks as accounted for. This applies to the Driver, Warehouse, Warehouse Cross-Reference, and Final Destination checks on the same Descriptive Inventory.
Run a Destination check at a stop, mark the items delivered there, and complete the check by signing it.
Start a later check on the same Descriptive Inventory. Items delivered at the earlier stop move to the bottom of the item list and render as dimmed, disabled cards.
Tap a delivered item card. A tooltip appears reading Delivered at [address] during a Destination Check, naming the stop where the item was dropped off. If the delivering check has no stop address recorded, the tooltip reads Delivered at an earlier stop during a Destination Check.
Continue checking the remaining items. Delivered items cannot be selected, scanned, or checked off from any tab, and they are excluded from the count behind the check's Progress label.
Note: A delivered item stays visible in the item list so your crew can see where it went. Tapping it only shows the tooltip. It does not open a check action.
How items held at a warehouse appear in a later inventory check
Items checked into a warehouse during a Warehouse Check appear on later checks as held at the warehouse, so your crew can see they are accounted for and do not need to be checked off again.
Run a Warehouse Check and check items into the warehouse as you normally would.
Start a Driver check, a Destination check, or the Final Destination check on the same Descriptive Inventory. Items taken into the warehouse move to the bottom of the item list, alongside delivered items, and render as dimmed, disabled cards with an At warehouse badge.
Tap an At warehouse item card. A tooltip appears reading At warehouse, checked in during a Warehouse Check.
Continue checking the remaining items. Items marked At warehouse cannot be selected, scanned, or checked off from any tab.
When the items leave the warehouse, include them in a Warehouse Cross Reference check. After that, they can be checked off again on Driver, Destination, and Final Destination checks.
The At warehouse badge appears on the Driver check, the Destination check, and the Final Destination check.
The badge does not appear on a Warehouse Check or a Warehouse Cross Reference check. On those two, every item that is not delivered or voided remains available to check.
The badge reads At warehouse without a warehouse name. SmartMoving does not record which warehouse a check was performed at.
This is tracked for each item on its own, so items still held at the warehouse keep the badge even after other items have been released by a Warehouse Cross Reference check.
Note: On a Warehouse Check, an item that was already delivered at a stop reads Delivered and cannot be checked into the warehouse, because the item has physically left.
How the Progress count treats accounted-for items
The Progress count on a Descriptive Inventory check counts only the items your crew is able to check, so accounted-for items do not hold progress back.
The count excludes voided items, items delivered at an earlier stop, and items held at a warehouse.
For example, on an inventory of 40 items where 7 were delivered at an earlier stop, 5 are held at a warehouse, and 2 were voided, Progress counts toward 26.
The Progress label and bar appear on the Driver, Warehouse, and Warehouse Cross Reference checks. A Destination check and a Final Destination check track delivery per stop instead and do not show a Progress bar.
What happens when you enter a delivered item's number on the Item Check tab
The review screen your crew sees before signing a Descriptive Inventory check includes a Delivered tab whenever items were delivered at an earlier stop or are held at a warehouse.
The item card displays in its disabled, dimmed state, with its Delivered or At warehouse badge.
Tapping the card shows the same tooltip, naming the stop where the item was delivered or reading At warehouse, checked in during a Warehouse Check.
The action area stays empty. No Mark as Received button appears, and no note appears in its place.
Reviewing delivered items on the Delivered tab before signing
The review screen your crew sees before signing a Descriptive Inventory check includes a Delivered tab whenever items were delivered at an earlier stop.
The review screen tabs are Received, Missing, Voided, and Delivered. Each tab shows a count. Voided appears when items were voided, and Delivered appears once a Destination check has dropped items off or a Warehouse Check has taken items in, so the number of tabs varies by job.
The count on the Delivered tab covers both groups together: items delivered at a stop plus items held at a warehouse.
The Delivered tab groups items delivered at a stop by the stop they went to. Each group is headed Delivered at [address].
Items held at a warehouse appear in their own group, headed Held at warehouse, below the per-stop groups.
Each group shows the same totals used on the other tabs: total cubic feet, total pounds, and counts of items, CP boxes, and PBO boxes. For example, a group might read Delivered at 412 Oak Ridge Drive with 85 cuft, 640 lbs, 7 items, 3 CP boxes, and 1 PBO box.
Selecting an item in either group opens a read-only view of its details.
During a Final Destination check, the Delivered tab lists items delivered across all previous Destination checks, grouped by the stop each item went to, plus any items still held at a warehouse under Held at warehouse.
How bulk receive handles items delivered at an earlier stop
Using Mark all items as received during a Descriptive Inventory check does not re-mark items that were delivered at an earlier stop or are held at a warehouse.
The confirmation reads Mark all items received? with the message All [number] items will be marked as received.
That number counts only the items the action will actually mark. Items delivered at an earlier stop, items held at a warehouse, and voided items are left out of the count.
For example, on an inventory of 40 items where 7 were delivered at an earlier stop, 5 are held at a warehouse, and 2 were voided, the confirmation reads All 26 items will be marked as received.
Tap Mark All Items to confirm. The remaining items are marked as received and the check advances to the review and signature step.
How items held at a warehouse affect the missing list
Items held at a warehouse are accounted for, so they are never reported as missing on a Descriptive Inventory check.
An item marked At warehouse does not appear on the Missing tab of the review screen.
An item marked At warehouse is not reported as missing when the Final Destination check is finalized.
On the Descriptive Inventory Report in the web app, that item appears under Items not included in this check on the Final Destination Check tab, with At warehouse in its Destination column, rather than under Missing items.
Once a Warehouse Cross Reference check releases the item, it is treated like any other item. If it is never delivered after that, it can be reported as missing.
How delivered items appear on the Descriptive Inventory document
The Descriptive Inventory document records where each item was delivered, so the paperwork matches what the Crew App shows.
An item delivered at an additional stop shows a checkmark in the ADDTL DEST CHECK column on the item pages, and its FINAL DEST CHECK cell is greyed out.
An item delivered at the final destination shows a checkmark in FINAL DEST CHECK, and its ADDTL DEST CHECK cell is greyed out.
Each completed Destination check prints its own check page, naming the stop it delivered to and listing the items delivered there.
Items delivered at an earlier stop are not listed as missing anywhere on the document.
Note: Your Descriptive Inventory document has to be replaced once before these columns appear on it. For the steps, see Using the Descriptive Inventory Document.
What happens to stored items when they are delivered at a stop
Delivering an item that is also held in a warehouse releases it from storage.
The item's storage status changes to Released when your crew marks that item as received during a Destination check or a Final Destination check. The status changes for each item as it is checked off, not when the check is completed.
An entry is added to the storage activity log reading Status changed to Released from In Transit.
Released is a customer-facing status and appears in the customer storage portal. [CONFIRM: exact label rendered in the storage portal.]
Unmarking the item during the same check reverts the status.
If the check is later abandoned, the storage status reverts for every item that was marked during it. It returns to In Transit when the item has a recorded Warehouse Cross-Reference receipt, and to Scheduled when it does not. The reversion is recorded in the storage activity log.
⚠️ Warning: Because the status changes as each item is checked off, items can show as Released in the customer storage portal while the check is still open. Finish the check in one visit, or abandon it, rather than leaving it part-way through.
What happens after the Final Destination check is signed
Signing and finalizing the Final Destination check closes out the Descriptive Inventory.
The Start Check option is hidden on the job's Inventory tab.
Attempting to start another check returns the message The Final Destination check has been completed. No further checks can be started.
Completed checks stay visible and read-only, including the Delivered tab contents on each check.
Key Details
An item becomes accounted for in later checks in two ways: an earlier Destination check delivered it, or a Warehouse Check took it into a warehouse.
The At warehouse badge appears on the Driver, Destination, and Final Destination checks. It does not appear on a Warehouse Check or a Warehouse Cross Reference check.
The At warehouse badge reads without a warehouse name, because SmartMoving does not record which warehouse a check was performed at.
A Warehouse Cross Reference check releases an item from the warehouse and makes it checkable again on Driver, Destination, and Final Destination checks.
The warehouse hold is tracked for each item on its own, so items still at the warehouse keep the badge after other items have been released.
An item that is both delivered and warehouse-held reads Delivered, because delivering means the item has left the warehouse.
The Delivered tab shows up once at least one Destination check has dropped items off or a Warehouse Check has taken items in on that Descriptive Inventory.
The Progress count excludes voided, delivered, and warehouse-held items. The Progress bar appears on the Driver, Warehouse, and Warehouse Cross Reference checks.
Reversing a delivery means abandoning the Destination check that recorded it. Delivered items stay delivered from the point of view of any later check.
The ADDTL DEST CHECK and FINAL DEST CHECK columns appear on your paperwork once your Descriptive Inventory document has been replaced.
Best Practices
Run the Destination check at each extra stop as you drop items off, so later checks have an accurate record of where each item went.
Run a Warehouse Check when items go into a warehouse, so later checks mark them At warehouse rather than treating them as unchecked.
Run a Warehouse Cross Reference check when items leave the warehouse, so your crew can check them off on the delivery.
Check the Delivered tab on the review screen before signing, and confirm each group's stop address matches where your crew actually delivered and that the Held at warehouse group matches what is still in the warehouse.
Treat the Missing tab as a genuine exception list. Items delivered at an earlier stop and items held at a warehouse never appear there, so anything listed as missing needs a real explanation.
Finish a check once it is started, since stored items are released as they are checked off and that shows in the customer storage portal.
Avoid abandoning a Destination check after items have been delivered, since abandoning reverts each stored item's status and erases the delivery record for later checks.
Complete the Final Destination check last, since finalizing it prevents any further checks on that Descriptive Inventory.
Troubleshooting
An item my crew delivered at an earlier stop is showing as missing. The delivery has to be recorded by a Destination check on the same Descriptive Inventory. Open the earlier check and confirm the item was marked delivered there. If it was not, the item is treated as an ordinary unchecked item in later checks.
An item sitting in our warehouse is showing as missing instead of At warehouse. The warehouse hold has to be recorded by a Warehouse Check on the same Descriptive Inventory. Open the Warehouse Check and confirm the item was checked in there. If a Warehouse Cross Reference check has since included the item, the item has been released from the warehouse and is treated like any other item.
A delivered or At warehouse item card will not let my crew check it off. That is expected. Items delivered at an earlier stop and items held at a warehouse are already accounted for, so they cannot be selected, scanned, or marked as received from any tab. Tap the card to see which stop the item went to, or to see that it is at a warehouse.
An item that left our warehouse still reads At warehouse. The release has to be recorded by a Warehouse Cross Reference check. Run that check and include the item. Once it is included, the badge is removed and the item can be checked off on Driver, Destination, and Final Destination checks.
The At warehouse badge does not say which warehouse. The badge reads At warehouse on its own. SmartMoving does not record which warehouse a check was performed at, so a warehouse name is not available on the badge or the tooltip.
The At warehouse badge is missing on a Warehouse Check. That is expected. The badge appears on the Driver, Destination, and Final Destination checks. On a Warehouse Check and a Warehouse Cross Reference check, every item that is not delivered or voided remains available to check.
The tooltip says "an earlier stop" instead of an address. The delivering Destination check has no stop address recorded on its snapshot. Open that check to see which stop it covered.
I do not see a Delivered tab on the review screen. The tab shows up once at least one Destination check has dropped items off or a Warehouse Check has taken items in on that Descriptive Inventory. On a job with neither, the review screen shows Received and Missing, plus Voided when items were voided.
The bulk receive count is lower than the total number of items on the inventory. The count excludes items delivered at an earlier stop, items held at a warehouse, and voided items, because the action does not change any of them. Check the Delivered and Voided tabs to account for the difference.
My crew cannot start another check on this job. The Final Destination check has been signed and finalized, which closes the Descriptive Inventory. The app shows The Final Destination check has been completed. No further checks can be started.
A stored item shows as Released but the delivery is not finished. Storage statuses change as each item is checked off, so an item can read Released while the check is still open. Complete the check, or abandon it to revert the statuses.
A stored item still shows as In Transit after delivery. Confirm the item was actually marked as received during the check rather than left unchecked. If the check was abandoned, every item marked during it reverts to In Transit or Scheduled, and the reversion is recorded in the storage activity log.
The Descriptive Inventory document does not show the destination columns. Your Descriptive Inventory document has to be replaced once for the updated layout to apply. See Using the Descriptive Inventory Document.