Overview
During a Descriptive Inventory check, crews typically mark items as received one at a time. In some situations, such as military moves or when the shipper declines a detailed inspection, crews may need to bypass item-by-item receiving.
SmartMoving supports this workflow with a permission-based bulk receive option that allows authorized crew members to mark all inventory items as received or not received at once during an active check.
Before You Start
Confirm the following before using bulk receive actions:
A Descriptive Inventory check is currently in progress
The crew member’s role has the required Crew App permission
The shipper has agreed to skip individual item inspection
Permission Required
Bulk receiving is controlled by a Crew App permission:
Can bulk mark and unmark received items
Where to Configure the Permission
Go to Settings
Select Crew App
Open Crew App Permissions
Locate the permission under Descriptive Inventory
Enable it for the appropriate crew roles
Note:
This permission is disabled by default. Crew members without it will not see bulk receive options and must complete the check item by item.
How To Do It
When a crew member with the required permission is completing an active Descriptive Inventory check, bulk actions are available from the three-dot menu at the top of the screen.
Mark All Items as Received
Use this option when all inventory items should be considered received without individual inspection.
Steps:
Open the three-dot menu during the inventory check
Select Mark all items as received
Review the confirmation message
Select Mark All Items to confirm
Result:
Every item the action covers is marked as received
The progress indicator updates to show those items checked
The check advances to the review and signature step
An entry is added to the opportunity's activity log:
All items in the shipment were marked as received during a [check name] check.
Unmark All Items as Received
Use this option to reverse a bulk receive action or to mark all items as not received.
Steps:
Open the three-dot menu during the inventory check
Select Unmark all items as received
Review the confirmation message
Select Unmark All Items to confirm
Result:
All inventory items are marked as not received
The check advances to the review and signature step
An activity log entry is added to the opportunity:
All items in the shipment were marked as not received during a [check name] check.
Which items the bulk receive count covers
The confirmation message on a bulk action counts only the items that action will actually change. Two groups are left out of that count.
Voided items are excluded, because a voided item is removed from active counts on the inventory.
Items delivered at an earlier stop during a Destination check are excluded, because those items are already accounted for and cannot be checked off in a later check.
The confirmation reads Mark all items received? with the message All [number] items will be marked as received. That number reflects the reduced total.
For example, on a Descriptive 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. Tapping Mark All Items marks those 31 items and leaves the other 9 unchanged.
💡 SmartTip: If the bulk receive count looks lower than the number of items on the job, check the Delivered and Voided tabs on the review screen. Each of those tabs appears only when it applies, and between them they account for the difference.
The same exclusions apply to Unmark all items as received. Voided items and items delivered at an earlier stop are left out of that count as well.
What Happens Next
After completing either bulk action:
The Descriptive Inventory check continues as normal
The crew proceeds to review and signature
Individual items remain editable unless the check is finalized
Item-level inspection is skipped unless the check is restarted
Important Considerations
Bulk actions skip individual item inspection and damage documentation
This workflow is intended for specific operational scenarios
All bulk actions are logged in the opportunity’s activity log
Crew members without the required permission will not see these options
Bulk actions do not re-mark items delivered at an earlier stop during a Destination check, and those items are excluded from the confirmation count
Bulk actions do not change voided items, and voided items are excluded from the confirmation count