QuickSilver Portal

QUICKSILVER SOLUTIONS

QuickSilver PortalOperations Hub

QuickSilver Portal

Pick a module to get started.

CRM
Accounts, jobs, companies, services & projects
Receiving
Intake & receiving, by client
CRMQuickSilver Portal
Select ClientQuickSilver Portal · Receiving

Choose a client

Everything you capture is scoped to the client you pick.

Returns IntakeQuickSilver

Connection

Item Database

Browse every product, fix details, and assign or print barcodes. Editing asks for the database password.

New Manifest

Open Manifest (shared across devices)

ManifestReturns Intake
0 units

Scan to Look Up

Bluetooth scanner enters the code and looks it up on Enter. Known items open instantly; unknown ones go to manual entry, then save to the shared catalog.

This Manifest

Found
New Product
Confirm Unit
Serial / SKU
Add ItemManual
Serial
Photos of this item — uploaded to SharePoint when you save.
Item Database
How to Use This AppReturns Intake SOP

Returns arrive without manifests, so every physical unit is scanned, photographed, and tracked on its own. Follow these steps for every item, every time.

Before You Start

  1. Sign in with your Office 365 account.
  2. Check the Connection panel — all five items must be green before you scan. If any are red, tap Refresh; if it won't clear, tell a lead.
  3. Open your pallet's manifest, or tap Create Manifest. Name it: Pallet Number – First and Last Initials – Date (e.g. Pallet 12 – JB – 060126).
  4. One person per manifest — don't work the same one as someone else at the same time.
  5. Make sure the label printer is on and loaded.

Step 1 — Scan the UPC Barcode

Scan the item's barcode. The app looks it up.

  • Found: the item opens — go to Step 3.
  • Not found: don't create a new item yet. Tap Back and search by name first.
  • If you find it by name, the scanned UPC may be wrong or missing. Open it, tap Edit, scan the UPC to update, save, then continue.
  • If it's not found by scan or name, it's new — go to Step 2.

No barcode on the item? Search by name. If found, tap it and go to Step 3. If not, go to Step 2.

Step 2 — Create a New Product

Only after you've confirmed it isn't already there by scan and name.

  1. Product Name: brand, product name, and model number if any — e.g. "Govee LED Strip Lights H6159." This is what staff search on, so be specific.
  2. Brand: the brand on its own (e.g. Govee).
  3. Description: a brief line on what it is (e.g. "50 ft color-changing LED light strip with app and remote").
  4. Set the barcode — scan/type the UPC, or tap Generate if there's none.
  5. Tap Print Label and apply the barcode to the item.
  6. Save. It's now in the shared catalog. Continue to Step 3.

Step 3 — Confirm the Item & Stock Photo

Confirm the name and details match what's in your hand. If the product has no stock photo saved, capture one with Set / Replace Stock Photo. If it already has a good one, leave it.

Step 4 — Capture the Unit

  1. Set the condition.
  2. Add a note if anything needs flagging — damage, missing parts, included accessories.
  3. Take 3 photos: front, back, and side. Every item gets all three.
  4. Save. The app assigns a unique serial number.
Photo Standards — every photo
  • Three photos per unit: front, back, side.
  • Clear and in focus. No blur.
  • No glare or hot spots — adjust the angle if you see shine.
  • Only the item in frame. No hands, tools, or clutter.
  • Centered, filling about 90% of the frame. Don't shoot it small.
  • Plain, clean background where possible.

Step 5 — Print & Apply Labels

From the manifest, tap the printer icon next to the unit. Two labels print:

  • Barcode label — the scannable product barcode.
  • Serial label — the unit's unique serial, as text.

Both belong to the same unit — keep them together on that item.

Step 6 — Repeat for Every Unit

Work the pallet one unit at a time. Each physical unit is its own entry, even with several of the same product — scan, confirm, photograph, and label each one.

Step 7 — Close Out the Pallet

When the pallet's done, tap Save Report to SharePoint. It records every unit with condition, photos, and notes. Each report is timestamped, so nothing is overwritten.

If something goes wrong
  • A scan does nothing: the barcode field lost focus. Tap it and scan again.
  • A save fails: weak Wi-Fi. Move to better signal and save again.
  • Connection shows red: tap Refresh. If it won't clear, tell a lead.
  • Not sure if an item exists: always search by name before creating a new product.

Item Label

Password

Enter the password to view and edit the item database.