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. The description below is for demonstration purposes only.


List of Procedures


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 (*).


FieldAction
Order IDEnter the order ID. Free-form text field.
Order typeSelect the order type:
  • Internal
  • External
ClientFor 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 warehouseFor 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 dateSelect the date of order by using the datepicker.
Expected shipping dateSelect the expected shipping date by using the datepicker.
DeadlineSelected the deadline by using the datepicker.
Source warehouseSelect the sender warehouse.
OperatorSelect 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, as needed.


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 ItemDescription
AddClick Add Line Item, fill in the form as described below, and click Add. The required fields are marked with an asterisk (*) in the form.

FieldDescription
Line item numberEnter the line item number. The application auto-fills the field and provides "1" for the first line item. When adding a new line item, the application automatically offers a new value. You can change the line item number based on your preference but two line items cannot have the same number.
Product code schemaSelect the product code schema.
  • GTIN
  • PPN
Select productSelect a product code. The application displays a searchable drop-down with a prefiltered list of products. You can search for any product registered in the system by entering the product code or the product name in the search field.
BatchSelect a batch for the product code (if applicable). The application displays a searchable drop-down with a list of batches available for that product code in the system. You can search for a batch of the product by entering the batch number (ID) in the search field.
QuantityEnter the quantity to be received. A positive number is accepted only.
Unit of measurementEnter the unit of measurement of the quantity. Free-form text field.
Sales quantityOptionally, enter the sales quantity. A positive number is accepted only.
Sales unit of measurementOptionally, enter the unit of measurement of the sales quantity. Free-form text field.

Example:



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.
EditClick on the edit icon, modify the parameters in the opened form as described above, and click Save.
DeleteClick 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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