Receiving

Assign a leader and helpers

How to assign a receipt, change the leader midway and leave it in the work pool.

All plans

Updated October 28, 2026 by the Business in a Wave team

Each receipt has a leader, who opens and closes it, and can have helpers who also scan.

  • Assign it from the inbound document or from Operations › Assignments.
  • If you leave it unassigned, it goes to the work pool: any operator of that warehouse can take it from the app.
  • You can change the leader midway; what has been scanned is kept.

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Your instance is created when sign-up is complete, ready to set up your warehouse.

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