The administrators can manage the outbound orders under the Outbound orders tab or through the Serialized Logistics for Agro API. The operators can perform "pick and pack" on goods and then ship them.


The outbound orders can be one of the following types:

  • Internal orders (STOs)
  • External orders (CSOs)


List of Procedures


Creating an Outbound Order


Procedure


1. In the Serialized Logistics for Agro application, click the Outbound orders tab. The application displays the list of outbound orders and the Create new outbound order form.


Note: When viewing the details of an order, you can open the Create new outbound order form by clicking Add new +.


Example:



2. Fill in the form as described in the table below. The required fields are marked with an asterisk (*) in the form. 


Field/FunctionAction
Order IDEnter the order ID. Free-form text field.
Order typeSelect the order type:
  • Internal
  • External
Order expiration dateEnter the order expiration date. You can use any date format, for example, YYMMDD or YYYYMMDD.
WarehouseSelect the warehouse where the order must be executed.
Allow unlimited overdelivery and underdeliverySelect this checkbox if you want to ignore the target quantity and you want to allow an unlimited amount of delivery. The tolerance values will be out of use when this checkbox is selected.
Underdelivery toleranceSet the underdelivery tolerance.

The operator in the warehouse must keep the target quantity with the tolerance defined here. For example, if you set 10%, the operator cannot deliver less than 90% of the target quantity.

Only positive values are accepted and there is no upper limit.
Overdelivery toleranceSet the overdelivery tolerance.

The operator in the warehouse must keep the target quantity with the tolerance defined here. For example, if you set 10%, the operator cannot deliver more than 110% of the target quantity.

Only positive values are accepted and there is no upper limit.


3. Click Add line items to your order to be able to create. The application displays the Add line item dialog with an empty form.


Note: As an alternative to open the Add line item dialog, select the Line items tab and click Add Line Item.


Example:



4. Fill in the form as described in the table below. The required fields are marked with an asterisk (*) in the form. 


Field/FunctionAction
Item number
Enter the line item number.
Product code
Enter the product code. You can only add a GTIN.
Product code type
Fix, read-only value (GTIN).
Product group
Enter the product group code.
Product group type
Enter the product group type.
Batch
Enter the batch ID.
Product group description
Enter the product group description. Free-form text field.
Quantity
Enter the quantity of the line item.
Unit of measurement
Enter the unit of measurement for the quantity. Free-form text field. For example, "Kg" or "Liter".
Sales quantity
Enter the sales quantity.
Sales unit of measurement
Select the sales unit of measurement related to the sales quantity.
  • IGB
  • GEB
  • PAL
  • LTR
  • KGM


5. Click Add. The line item is added to the outbound order.


6. (Optional) Continue adding further line items as needed.


You can add multiple line items that have different or the same product data, there is no restriction. For example:

  • You have two line items with the same product code and batch but with different sales parameters.
  • You have line items with completely different product codes, batches, and other data.


7. After you have added all the line items, click Save. The outbound order is created and is added to the list.


Next Steps


The operators can execute the outbound order in the warehouse. 


Back to the list of procedures


Searching for and Viewing an Outbound Order


Procedure


1. In the Serialized Logistics for Agro application, select the Outbound orders tab. The application displays the list of outbound orders.


2. Enter the order ID in the search field, select the status, and/or select the order type.

  • The list of the orders is filtered based on the search criteria.
  • You can reset the filter by clicking Reset filters.


3. Select the order to view its settings (master data).

  • If the order can be updated, the application displays the Update outbound order panel with the Order settings tab.
  • If the order cannot be updated, the application displays the Outbound order info panel with the Order settings tab.


In both cases, the same type of information is displayed, the only difference is the editability of the order depending on the order status and the application settings. For more information, see Updating an Outbound Order.


Note: The application displays a read-only Operator field. The application automatically adds the operator working on the order to this field.


In the following example, we are searching for order "005521817". The order is in In shipping status and the order settings are not editable:



4. Select the Line items tab to view the line items of the outbound order.


Example:



5. Expand a line item by clicking > on the left to view the line item details.


In the following example, we have expanded line item 002 and we are pointing to Scanned items icon:



6. Click Scanned items icon to view the items scanned for the line item.


Example:




Back to the list of procedures


Updating an Outbound Order


The editability of the order depends on the order status and the application-level settings. The following table summarizes the different scenarios:


ScenarioDescription
Order in Open status
You can update the order master data (settings) as well as the line items.

You can add new line items, edit the existing line items, and delete line items, as needed.
Order is being executed and the update of ongoing orders is activated on the application level
(Enable ongoing orders update checkbox is selected under the Settings tab)
You can manage the line items only:
  • You can add new line items.
  • You can edit the existing line items.
  • You can delete the line items that are in Open status or if there is no recorded (scanned) quantity of the line item.


When editing an existing line item, the following is applicable:

  • If the activity is ongoing for the line item, you can only update the quantity and the sales quantity. The new value must be greater than the current recorded (scanned) quantity.
  • If the line item is in Open status, you can edit the line item parameters as needed.
Order is being executed and the update of ongoing orders is deactivated on the application level
(Enable ongoing orders update checkbox is cleared under the Settings tab)
You cannot update the order, neither the master data (settings) nor the line items. You can only view the order details and the scanned items for each line item.


Procedure


1. In the Serialized Logistics for Agro application, select the Outbound orders tab. The application displays the list of outbound orders.


2. Find and select the order you want to update.

  • If the order can be updated, the application displays the Update outbound order panel with the Order settings tab.
  • If the order cannot be updated, the application displays the Outbound order info panel with the Order settings tab.


In both cases, the same type of information is displayed, the only difference is the editability of the order depending on the order status and the application settings. 


3. (Optional) For orders in Open status, modify the order settings as needed.


Note: You cannot update the Status and Operator fields as these data are automatically handled by the application. You cannot update the order settings for the ongoing orders.


4. (Optional) Select the Line items tab and manage the line items of the order as needed.


Operation on Line ItemDescription
AddClick Add Line Item, fill in the form, and click Add.

You can add multiple line items that have different or the same product data, there is no restriction. For example:

  • You have two line items with the same product code and batch but with different sales parameters.
  • You have line items with completely different product codes, batches, and other data.
Example:
EditClick on the edit icon, modify the allowed parameters in the opened form, and click Modify.
  • If the activity is ongoing for the line item, you can only update the quantity and the sales quantity. The new value must be greater than the current recorded (scanned) quantity.
  • If the line item is in Open status, you can edit the line item parameters as needed.


In the following example, we can only modify the quantity and sales quantity for the line item as we have scanned items:


DeleteClick the delete icon (only applicable when the icon is active).

In the following example, we are removing line item 001, while we also have an unsaved, newly added line item (003):


5. Click Save. 


Back to the list of procedures


Deleting an Outbound Order


You can delete only the orders that are in Open status.


Procedure


1. In the Serialized Logistics for Agro application, select the Outbound orders tab. The application displays the list of outbound orders.


2. Find the order you want to delete.



3. Click the delete icon next to the order and confirm the deletion by clicking Yes. 


Back to the list of procedures