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:
All inventory items are marked as received
The progress indicator updates to show all items checked
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 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.
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