The users can manage the outbound orders under the Orders --> Outbound orders tab in the Serialized Logistics application.
The outbound orders can be one of the following types:
- Internal orders (Stock Transfer Orders)
- External orders (Purchase Orders)
Note: The outbound orders are linked to the mobile application but they are not executable yet.
List of Procedures
- Creating an Outbound Order
- Searching for and Viewing an Outbound Order
- Updating an Outbound Order
- Deleting an Outbound Order
Creating an Outbound Order
Procedure
1. In the Serialized Logistics application, select the Orders --> 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 | Action |
---|---|
Order ID | Enter the order ID. Free-form text field. |
Order type | Select the order type:
|
Client | For an outbound external order, select the client that receives the products of the order. The application offers the previously registered clients for selection. Only applicable to outbound external orders. |
Destination warehouse | For an outbound internal order, select the destination warehouse that receives the products of the order. The application offers the previously registered warehouses for selection. Only applicable to outbound internal orders. |
Order date | Select the date of order by using the datepicker. |
Expected shipping date | Select the expected shipping date by using the datepicker. |
Deadline | Selected the deadline by using the datepicker. |
Source warehouse | Select the sender warehouse. |
Operator | Select the operator that must execute the order. |
Allow unlimited overdelivery and underdelivery | If you want to allow an unlimited amount of deliveries (shipments), keep this checkbox selected. When this checkbox is selected, the tolerance values will not be displayed (not applicable). The default setting is "Selected". After clearing the checkbox, an unlimited delivery is not allowed and the application displays the tolerance fields. |
Underdelivery tolerance [%] | Set 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 ship less than 90% of the target quantity. Only positive values are accepted and there is no upper limit. |
Overdelivery tolerance [%] | Set 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 ship more than 110% of the target quantity. Only positive values are accepted and there is no upper limit. |
3. Click Create.
The order is created and added to the list.
Next Steps
Add line items to the order. For more information, see Updating an Outbound Order.
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Searching for and Viewing an Outbound Order
Procedure
1. In the Serialized Logistics application, select the Orders --> Outbound orders tab. The application displays the list of outbound orders.
2. Enter the order ID in the search field, select the statuses, and/or select the order types.
- 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). The application displays the Update outbound order panel with the Master data tab.
In the following example, we are filtering on outbound external order "Order211123" and are viewing its master data:
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 "1". Each line item can be edited or deleted (edit icon and delete icon):
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Updating an Outbound Order
You can update the order settings (master data) as well as the line items. You can add new line items, edit the existing line items, and delete line items.
Procedure
1. In the Serialized Logistics application, select the Orders --> Outbound orders tab. The application displays the list of outbound orders.
2. Find and select the order you want to update. The application displays the Update outbound order panel with the Settings tab.
3. Modify the order settings as needed.
4. Select the Line items tab and manage the line items of the order as needed.
Operation on Line Item | Description | ||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Add | Click Add Line Item, fill in the form as described below, and click Add. The required fields are marked with an asterisk (*) in the form.
EXAMPLE 1 The following example illustrates the case when adding a line item that has a product with an existing batch: EXAMPLE 2 The following example illustrates the case when the batch is specified inline while adding the line item: You can add multiple line items that have different or the same product data, there is no restriction. For example:
| ||||||||||||||||||
Edit | Click on the edit icon, modify the parameters in the opened form as described above, and click Save. | ||||||||||||||||||
Delete | Click on the delete icon. Note: The application does not request confirmation but it immediately removes the line item from the list. Example: ![]() |
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Deleting an Outbound Order
You can delete only the orders that are in Open status.
Procedure
1. In the Serialized Logistics application, select the Orders --> Outbound orders tab. The application displays the list of outbound orders.
2. Find the order you want to delete.
Example:
3. Click the delete icon next to the order and confirm the deletion by clicking Yes.
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