Adding a new document¶
How to add a new outbound order¶
- Go to Documents → Outbound
- Press the Add button
On the next page you must fill in the document data. The outbound creation page has three sections to fill in:
General information¶
This section contains fields with general information about the outbound order: the client, the warehouse, the external reference and the delivery method.
- Client — enter the client name or select it from the drop-down list. Required field.
- Warehouse — select the warehouse from which the products will be delivered. Required field.
- External reference — enter the external reference of the outbound order (optional).
- Delivery method — choose between Courier and Transport. Required field.
Info
If you have the availability feature enabled (picker assignment), this section also shows the Picker user field, from which you can choose who the outbound order is assigned to (it is set to Automatic assignment by default).
Validation information¶
This section contains the Requires validation toggle.
- Requires validation — if you enable it, the document will be sent to the mobile terminal in the warehouse for validation. Otherwise, you can validate the document directly in BackOffice.
Info
If you have the availability feature enabled, this section also shows the Priority field, from which you can choose the priority of the outbound order (Normal, Priority or Urgent).
Additional information¶
This section contains a single field with additional information about the outbound order. It is not required.
- Comment — add a comment about the outbound order to identify it more easily.
After you fill in all the required fields and any others you want, press Add to create the outbound order or Cancel to discard the entry.
After you press Add, you are redirected to the next page — the outbound order's products page — where you will add the products and their quantities.