Overview
When your crew drops items at an earlier stop during a Destination 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, and those items are never flagged as missing.
In a later check, items delivered at an earlier stop 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.
Before You Start
Available to accounts using the Destination check in the Crew App. Accounts without the Destination check 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.
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.
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 check's progress count.
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.
What happens when you enter a delivered item's number on the Item Check tab
Entering the item number of an item that was delivered at an earlier stop finds the item, and the Item Check tab shows it as accounted for.
The item card displays in its disabled, dimmed state.
Tapping the card shows the same tooltip naming the stop where the item was delivered.
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, so the number of tabs varies by job.
The Delivered tab groups items by the stop they went to. Each group is headed Delivered at [address].
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 a delivered item 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.
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.
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 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 and 2 were voided, the confirmation reads All 31 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 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. [Link this once the update is published in Intercom.]
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.
⚠️ Important: 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
A later check shows an item as delivered when an earlier Destination check on the same Descriptive Inventory recorded that delivery. That is the one thing that marks items as accounted for.
The Delivered tab shows up once at least one Destination check has dropped items off on that Descriptive Inventory.
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.
Check the Delivered tab on the review screen before signing, and confirm each group's stop address matches where your crew actually delivered.
Treat the Missing tab as a genuine exception list. Items delivered at an earlier stop 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.
A delivered item card will not let my crew check it off. That is expected. Items delivered at an earlier stop 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.
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 on that Descriptive Inventory. On a job with no Destination check deliveries, 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 and voided items, because the action does not change either group. 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.