Create delivery orders

Via “Warehouse management – >delivery orders” you reach lists with all “delivery orders”.

Tab_Delivery orders

In the first view, only “drafts” of “delivery orders” are displayed. You can only edit drafts. Already booked “delivery orders” can only be viewed.

Edit_delivery_orders1_Navigation

Click the “Edit” icon in the “Actions” column to edit a “Delivery Order”.

Edit_delivery_orders

 

First select a client.

Then enter the delivery note number.

Delivery orders_new2

Now click on “Save”.

Save2

The browser will automatically redirect you. Now enter the barcode number of the “delivery” or scan the barcode with your reader. Confirm the entry.

Lieferauträge_neu3_Barcode_scannen

You will be redirected.

First select a characteristic from the list.

Then enter the “SKU” (article number) in the “product” field or scan the barcode of the product with your reader and confirm your entry.

Delivery_orders_new4_product

You will now see a rough summary of the data you have created.

Finally, click “Submit” to save the edited record.

Delivery_orders_new5_Transfer

 




Finally, click Save to save the new record.

Via “Warehouse management – > Delivery orders – > New delivery order” you can create new “Delivery orders”.

Tab_Delivery_orders

Delivery_orders_new

First select a client.

Then enter the delivery note number.

Delivery orders_new2

Now click on “Save”.

Save2

The browser will automatically redirect you. Now enter the barcode number of the “delivery” or scan the barcode with your reader. Confirm the entry.

Lieferauträge_neu3_Barcode_scannen

You will be redirected.

First select a characteristic from the list.

Then enter the “SKU” (article number) in the “product” field or scan the barcode of the product with your reader and confirm your entry.

Delivery_orders_new4_product

You will now see a rough summary of the data you have created.

Finally, click “Submit” to save the new record.

Delivery_orders_new5_Transfer

 




Create packaging material

Via “Configuration- >Packaging material- > New packaging material” you get to a list with all known “packaging materials”.

Tab_Configuration_Packaging material

Packaging_material_new

“Name” is the only mandatory field, all other fields are optional.

Packaging_material_new_mandatory_fields

Finally, click Save to save the new record.

Save2

 




Edit shipping profiles

Via “Configuration- >Shipping profiles” existing shipping profiles can be edited.

Tab_Configuration_Dispatch_Profiles

Each line in the list represents a shipping profile.

In the Actions column, click the pencil icon behind a shipping profile to edit it.

Edit_Dispatch_Profiles

All fields are optional, so you can also create an empty shipping profile.

Create_shipping_profile2

Finally, click on “Save” to save your modified data record.

Save2

 




loading aids

In the section “Loading aids” (LHM) you will find information about “Storage bins” and their contents. Here, “loading aids”, such as cartons or pallets, can be managed, created and their positions viewed.

Via “Master data- > Warehouse master data” you reach a list with all available warehouses.

Tab_Master data_Warehouse master data

Now click on the “name” of a warehouse to go to the individual view of this warehouse.

If necessary, limit the displayed “warehouses” with the filter function.

 

Warehouse_individual_view

Now click on the “LHM” tab to be redirected to the “Loading aids” mask.

Warehouse_Storage_Aids_Tab

Now select the “Type of parking space” and then click on “Show”.

Warehouse_Storage_Aids_View

You now see a list of all available “storage bins”. In the above example, these would be all those intended for cartons.

Click on the tile symbol in the “Actions” column to go to the individual view of a “storage location”.

 

Warehouse_Storage_Aids_Individual View

Under “Parking space content” you can see which products are on the “Storage parking space”.

Warehouse_Storage_Utilities_S Storage Bin Contents

Under “Stock movement” you can view all former contents of this storage location.

Warehouse_Storage_Utilities_Storage_movement

Here, too, you can use the “Filter” menu on the left to restrict the results displayed. You can also search the list for the “SKU” or a product “name” or specify the period of storage.

Warehouse_Storage_Aids_Storage_Movement_Filter




Tie delivery notes to clients

Via “Master data- > Form master data” you can assign “Delivery notes” as templates to a client.

Tab_Master data_Form master data

First, change by clicking on the blue “Client” button to the client mask.

You must then select the client to which you want to assign forms.

Client_Form_data

Scroll down until you see the “Delivery note” table on the left.

Clients_Deliver_notes_Upload jpg

In the following list, you can store documents for each “template type” with the “Upload file” button.

Client_Delivery notes_Upload2

Select the appropriate file from your file system.

The newly uploaded documents are listed in the “Uploaded” column after the respective template type.

Client_Delivery_notes_Upload3

Please note that uploading a file may take some time. In the lower left corner of the browser window you can see the progress bar during the upload.

loading status

 




Bind Forms to a Client

You can assign documents, such as barcode forms, to a client using “Master data >form master data”.

Tab_Master data_Form master data

First, change by clicking on the blue “Client” button to the client mask.

You must then select the client to which you want to assign forms.

Client_Form_data

 

In the following list, you can store documents for each “template type” with the “Upload file” button.

Client_Form_Data_Upload

 

Select the appropriate file from your file system.

The newly uploaded documents are listed in the “Uploaded” column after the respective template type.

Client_Form_Data_Upload2

Please note that uploading a file may take some time. In the lower left corner of the browser window you can see the progress bar during the upload.

loading status




Create warehouse position

Via “Master data- > Warehouse master data” you reach a list with all available warehouses.

Tab_Master data_Warehouse master data

Positions are always linked to a specific warehouse, so first select a warehouse:

In the upper left corner you can use the “Filter” function to limit the number of “Warehouses” displayed.

Tab_Warehouse_Manager_Filter

In the “Actions” column there is a yellow button which you can use to edit the position of the respective warehouse.

Warehouse_Storage_item

Sie werden nun zur “Positionen”-Maske weitergeleitet.You will now be redirected to the “Positions” screen.

Warehouse_Position

You can use the “Filter” function at the top left to restrict the “stock items” displayed.

Click on “New” to create a new “Position” within the previously selected “Warehouse”.

Warehouse_Position_new

The field “Position name” must be filled, the remaining fields may remain empty. The field “Barcode” will be filled automatically after saving and should therefore be left empty.

Edit_Warehouse_Position_2

After you have modified a record, click “Edit” to save it.




Deactivate Warehouse / Activate Warehouse

Via “Master data- >Warehouse master data” you reach the warehouse management.

Tab_Master data_Warehouse master data

Tab_Master data_Storage master data In the column for a “warehouse” you will find the “deactivate” or “activate” button at the end.

Deactivate_store

 




user administration

Via “Master data- >User administration” you reach a list in which all known users are listed.

Tab_Master data_User administration

If the list is too confusing, use the “Filter” to restrict the displayed results.

One “user” per line is always displayed. Click in a row to be able to edit the record for a “user”.

User administration_2

All fields are optional.

Note, however, that when editing an existing “User”, the “Email” field can be overwritten, but not deleted.

With the “Edit” button, the changed data record is saved.

Edit_User_Administration