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| cobi.wms:user_manual [2022/05/06 13:48] – [Document editing] tkammer | cobi.wms:user_manual [2022/08/03 10:38] (current) – tkammer |
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| ===== Login ===== | ===== Login ===== |
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| {{ login_nouser.png?240}} | {{ :cobi.wms:cobiwms_login.png?300|}} |
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| After starting the app, the login screen is displayed. Here, the company database to which the app should connect can be selected via drop-down. | After starting the app, the login screen is displayed. Here, the company database to which the app should connect can be selected via drop-down. |
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| ===== Main Menu ===== | ===== Main Menu ===== |
| | {{ :cobi.wms:cobiwms_mainmenu.png?300|}} |
| {{ mainmenu_german_options.png?400}} | |
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| In the main menu, the modules of the app are listed in the form of tiles. | In the main menu, the modules of the app are listed in the form of tiles. |
| ===== Modules ===== | ===== Modules ===== |
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| ^ Module ^ Equivalent in SAP Business One ^ | ^ Module ^ Equivalent in SAP Business One ^ |
| | [[#Plus Booking]] | Warehouse Management -> Inventory Transactions -> Goods Receipt | | | [[#Plus Booking]] | Inventory -> Inventory Transactions -> Goods Receipt | |
| | [[#Minus Booking]] | Warehouse Management -> Inventory Transactions -> Goods Issue | | | [[#Minus Booking]] | Inventory -> Inventory Transactions -> Goods Issue | |
| | [[#Relocation]] | Warehouse Management -> Inventory Transactions -> Inventory Transfer | | | [[#Inventory Transfer]] | Inventory -> Inventory Transactions -> Inventory Transfer | |
| | [[#Receipt]] | Purchase -> Goods Receipt | | | [[#Receipt]] | Purchasing - A/P -> Goods Receipt PO | |
| | [[#Picking]] | Warehouse Management -> Picking and Packing | | | [[#Picking]] | Inventory -> Pick and Pack | |
| | [[#Delivery]] | Sale -> Delivery | | | [[#Delivery]] | Sales - A/R -> Delivery | |
| | [[#Purchase Return]] | Purchase -> Return | | | [[#Purchase Return]] | Purchasing A/P -> Goods Return | |
| | [[#Sales Return]] | Sales -> Return| | | [[#Sales Return]] | Sales - A/R -> Return | |
| | [[#Issue for Production]] | Production -> Issue from Production | | | [[#Issue for Production]] | Production -> Issue for Production | |
| | [[#Receipt from Production]]| Production -> Receipt from Production | | | [[#Receipt from Production]] | Production -> Receipt from Production | |
| | [[#Wares List]] | - | | | [[#Wares List]] | - | |
| | [[#Purchase Order]] | Purchase -> Order | | | [[#Purchase Order]] | Purchasing - A/P -> Purchase Order | |
| | [[#Request for Relocation]] | Warehouse Management -> Inventory Transactions -> Request for Stock Transfer | | | [[#Transfer Request]] | Inventory -> Inventory Transactions -> Inventory Transfer Request | |
| | [[#Inventory Counting]] | Warehouse Management -> Inventory Transactions -> Inventory Count Transactions -> Inventory Counting | | | [[#Inventory Counting]] | Inventory -> Inventory Transactions -> Inventory Counting Transactions -> Inventory Counting | |
| | [[#Label Printing]] | - | | | [[#Label Printing]] | - | |
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| ==== Relocation ==== | ==== Inventory Transfer ==== |
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| In SAP Business One: //Inventory -> Inventory Transactions -> Inventory Transfer// | In SAP Business One: //Inventory -> Inventory Transactions -> Inventory Transfer// |
| When the module is opened, it shows the list of open Inventory Transfer Requests. | When the module is opened, it shows the list of open Inventory Transfer Requests. |
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| When a Transfer Request is selected, a Relocation template is created with the open lines of the selected Request. For details on how to edit a Relocation template, see: [[#Document editing]] | When a Transfer Request is selected, an Inventory Transfer template is created with the open lines of the selected Request. For details on how to edit a Transfer template, see: [[#Document editing]] |
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| By long-pressing on a Transfer Request, the multi-selection mode is started. Additional Requests can be added to the selection via a simple click. Afterwards, by clicking on ''[New Relocation]'', a Relocation template is created with all open lines of the selected Requests. | By long-pressing on a Transfer Request, the multi-selection mode is started. Additional Requests can be added to the selection via a simple click. Afterwards, by clicking on ''[New Transfer]'', a Transfer template is created with all open lines of the selected Requests. |
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| If the button ''[New Relocation]'' is pressed without selecting Requests beforehand, an empty Relocation template is opened. | If the button ''[New Transfer]'' is pressed without selecting Requests beforehand, an empty Transfer template is opened. |
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| By clicking on the ''[...]'' button next to the search field, the list of Suppliers can be opened. After selecting one, the list of Purchase Orders is filtered according to the Supplier. | By clicking on the ''[...]'' button next to the search field, the list of Suppliers can be opened. After selecting one, the list of Purchase Orders is filtered according to the Supplier. |
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| By clicking on the "History"-Icon {{history.png?20}} in the upper right corner, the last booked Goods Receipts can be displayed. | By clicking on the "History"-Icon in the upper right corner, the last booked Goods Receipts can be displayed. |
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| When a Purchase Order is selected, a Receipt template is created with the open lines of the Order. For details on how to edit a Receipt, see: [[#Document editing]]. | When a Purchase Order is selected, a Receipt template is created with the open lines of the Order. For details on how to edit a Receipt, see: [[#Document editing]]. |
| ==== Picking ==== | ==== Picking ==== |
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| {{ picking_released_german.png?300}} | {{ :cobi.wms:cobiwms_pickpack.png?300|}} |
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| In SAP Business One: //Inventory -> Pick and Pack// | In SAP Business One: //Inventory -> Pick and Pack// |
| === Done === | === Done === |
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| {{ picking_finished_german.png?300}} | {{ :cobi.wms:cobiwms_finished.png?300|}} |
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| After selecting ''[Done]'', you will see all Pick Lists which are partially or completely picked. | After selecting ''[Done]'', you will see all Pick Lists which are partially or completely picked. |
| By clicking on the ''[...]'' button next to the search field, the list of Customers can be opened. After selecting one, the list of Orders and Invoices is filtered according to the Customer. | By clicking on the ''[...]'' button next to the search field, the list of Customers can be opened. After selecting one, the list of Orders and Invoices is filtered according to the Customer. |
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| Via the "History"-Icon {{history.png?20}} in the upper right corner, the last booked Deliveries can be displayed. | Via the "History"-Icon in the upper right corner, the last booked Deliveries can be displayed. |
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| When a document is selected, a Delivery template is created with the open lines of the selected document. For details on editing a Delivery template, see: [[#Document editing]] | When a document is selected, a Delivery template is created with the open lines of the selected document. For details on editing a Delivery template, see: [[#Document editing]] |
| \\ | \\ |
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| ==== Relocation Request ==== | ==== Transfer Request ==== |
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| In SAP Business One: //Inventory -> Inventory Transactions -> Inventory Transfer Request// | In SAP Business One: //Inventory -> Inventory Transactions -> Inventory Transfer Request// |
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| This module can be used to create Inventory Transfer Requests in SAP Business One, which will then also appear in the //Relocation// module. | This module can be used to create Inventory Transfer Requests in SAP Business One, which will then also appear in the //Inventory Transfer// module. |
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| In this module, no assignment of Batch Numbers, Serial Numbers or Bin Locations is supported. | In this module, no assignment of Batch Numbers, Serial Numbers or Bin Locations is supported. |
| ==== Label Printing==== | ==== Label Printing==== |
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| {{ print_label_german.png?300}} | {{ :cobi.wms:cobiwms-label.png?300|}} |
| With this module, the [[Label Templates]] imported into the app can be used to print wares labels. For this to work, a network-compatible printer must be defined in the [[Print Settings]]. | With this module, the [[Label Templates]] imported into the app can be used to print wares labels. For this to work, a network-compatible printer must be defined in the [[Print Settings]]. |
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| \\ | \\ |
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| ==== Document Rows==== | ==== Document Lines ==== |
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| The document line mask lists the positions of a document or allows to add positions. | The document lines screen lists the lines of a document and optionally allows for adding additional lines. |
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| If you enter this screen having selected an existing document (for example, selecting an open order in the [[#Goods Receipt]] module), the screen will be pre-filled with the items of the base document and you will have to add mainly quantities. | If you enter this screen by selecting an existing document (for example, selecting a Purchase Order in the [[#Receipt]] module), the screen will be pre-filled with the lines of the base document and you will mainly just have to add quantities to the existing lines. |
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| If you create a document manually (e.g. in [[#Plus Booking]], or a goods receipt without a purchase order), the initially empty list must be manually filled with rows. | If you create a document manually (e.g. in [[#Plus Booking]], or a Receipt without a Purchase Order), the screen will be initially empty and you will have to add lines to the document manually. |
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| From this mask article barcodes can be scanned directly, which leads to the mask //Add quantity//. (See below.) If a [[GS1 Barcodes|GS1 Barcode]] is scanned, any fields such as Batch Number, expiration date, etc. will be automatically filled in the mask that opens. | From this screen, barcodes can be scanned directly, which leads to the //Add quantity// screen. (See below.) If a [[GS1 Barcodes|GS1 Barcode]] is scanned, any fields such as Batch Number, Expiration Date, etc. will be automatically filled within the screen that opens. |
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| The //Add row// button opens the list of all active articles. By entering different criteria into the search field above (article number, name, etc.) the list can be filtered. With the selection of the article the mask //Add quantity// is opened. | The ''[Add item]'' button opens the list of all active Items. By entering various criteria into the Search field at the top (such as Item number, name, etc.) the list can be filtered. After selecting an Item, the //Add quantity// screen will be opened. |
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| Clicking on the "Camera" icon at the top right opens the //Photos// screen. Here, images can be retrieved from the device memory or new images can be captured to add them as attachments to the document. (Attachments for pick lists are linked to the underlying document, as pick lists cannot have attachments in SAP Business One). | Clicking on the "Camera" icon at the top right opens the //Photos// screen. Here, images can be chosen from the Android gallery, or new photos can be captured. These will be added as attachments to the document that is being edited. (Attachments for Pick Lists are linked to the underlying document instead, since Pick Lists cannot have attachments in SAP Business One). |
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| Clicking on an existing row usually displays the row options. (As an exception to this, a direct action is performed in the Picking module: Depending on the item and warehouse, either the //change quantity// dialog box, the Batch Number mask, the Serial Number mask, or the storage bin mask appears. By long-pressing on the line, the other line options can be called up explicitly). | Clicking on an existing line usually displays a selection of possible actions. (As an exception to this, a direct action is performed in the Picking module: Depending on the Item and Warehouse settings, either the //Change quantity// dialog, the Batch Numbers screen, the Serial Numbers screen, or the Bin Locations screen will appear. By long-pressing on the line, the other possible actions can be called up explicitly.) |
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| The possible line options are listed below. | The possible line actions follow. |
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| === Add Quantity === | === Add quantity === |
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| This opens the //Add quantity// screen (see below) with the item linked to the selected row. If a quantity has already been added to the selected row, the stock cannot be changed. Otherwise, when a quantity is added to the row for the first time, in the //Add quantity// mask the warehouse can be adjusted. | This opens the //Add quantity// screen (see below) with the Item linked to the selected line. If a quantity has already been added to the selected line, the Warehouse cannot be changed. Otherwise, when a quantity is being added to the line for the first time, the Warehouse can be changed in the //Add quantity// screen. |
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| === Modify Quantity === | === Change quantity === |
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| This opens a dialog box where you can easily change the quantity (incl. unit). This option is only available under the following conditions: | This opens a dialog where you can simply change the quantity (incl. Unit of Measurement) for the line. This option is only available under the following conditions: |
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| * The item has no Batch or Serial Numbers and the warehouse has no storage bins. | * The item has no Batch or Serial Numbers and the Warehouse has no Bin Locations. |
| * Only one Batch Number / only one storage bin has been defined for the line | * Only one Batch Number / only one Bin Location has been defined for the line. |
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| === Batch Numbers === | === Batch numbers === |
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| This opens the Batch Number mask where the Batch Numbers can be viewed and edited. | This opens the Batch Numbers screen, where the allocation of Batch Numbers can be viewed and edited. |
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| In the upper area there are input fields similar to the //Add quantity// mask (see below), which allows to add more Batch Numbers to the Batch splitting. (If the specified Batch Number already exists in the splitting, only the quantity will be added). | In the upper section of the screen, there are input fields similar to the //Add quantity// screen (see below), which let you add additional Batch Numbers to the allocation. (If the specified Batch Number already exists in the allocation, the specified quantity will be added to it.) |
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| In the lower area you can see the current Batch distribution. By clicking on a Batch Number, the assigned quantity can be adjusted or the Batch Number can be removed from the allocation. | In the section below, you can see the current Batch allocation of the line. By clicking on a Batch Number, the allocated quantity can be adjusted, or the Batch Number can be removed from the allocation. |
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| If it is a warehouse in which Bin Locations have been activated, a distribution to Bin Locations must again be defined per Batch Number. See section //Storage bins// below. | If Bin Locations are enabled for the Warehouse, an allocation to Bin Locations must in turn be defined per Batch Number. See section //Bin locations// below. |
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| === Serial Numbers === | === Serial numbers === |
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| This opens the Serial Number mask where Serial Numbers can be viewed and edited. | This opens the Serial Numbers screen, where the allocation Serial Numbers can be viewed and edited. |
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| In the upper area there are entry fields similar to the //Add quantity// mask (see below) allowing to add more Serial Numbers to the line. | In the upper section of the screen, there are entry fields similar to the //Add quantity// screen (see below), which let you add additional Serial Numbers. |
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| The Serial Numbers already added are listed in the lower area. By pressing and holding a Serial Number can be selected for deletion. By simply clicking, more Serial Numbers are added to the selection, if you want to delete several at the same time. | In the lower section of the screen, you can see the list of already added Serial Numbers. By long-pressing on a Serial Number, you can select it for deletion. More Serial Numbers can be added to the selection if you want to delete several at once. |
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| === Warehouse Locations === | === Bin locations === |
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| This opens the storage bin mask where the storage bin allocation can be viewed and edited. | This opens the Bin Locations screen, where the allocation of Bin Locations can be viewed and edited. |
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| In the upper area there are input fields similar to the mask //Add quantity// (see below), by which additional Bin Locations can be added to the allocation. (If the specified bin already exists in the allocation, only the quantity will be added). | In the upper section of the screen, there are input fields similar to the //Add quantity// screen (see below), which let you add additional Bin Locations to the allocation. (If the specified Bin Location already exists in the allocation, the specified quantity will be added to it.) |
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| | In the lower section of the screen, you can see the current Bin allocation. By clicking on a Bin, the allocated quantity can be adjusted, or the Bin can be removed from the allocation. |
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| In the lower area you can see the current bin allocation. By clicking on a location, the assigned quantity can be adjusted or the location can be removed from the allocation. | === Print label === |
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| === Label Printing === | This action triggers a label print for the Item of this line. |
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| This option prints a label for the item specified in this line. | If multiple Batch Numbers or Serial Numbers have been added to the line, one of them must be selected, since each wares label can only refer to one Batch Number or Serial Number. If multiple Bin Locations are specified, one of them must also be selected for printing. |
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| If several Batch Numbers or Serial Numbers have been added to the line, one of them must be selected, since each label can refer to only one Batch Number or Serial Number. If several storage bins are specified, one of them must also be selected for printing. | |
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| === Delete === | === Delete === |
| ==== Add Quantity ==== | ==== Add Quantity ==== |
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| The mask //Add quantity// allows the entry of quantity, quantity unit, Batch Number or Serial Numbers depending on the selected article. If necessary, the warehouse to which the added quantity should refer can be changed. | The //Add quantity// screen allows the entry of a quantity, Unit of Measurement, Batch Number or Serial Numbers, depending on the Item in question. If necessary, the Warehouse to which the quantity is being added can be changed from a drop-down. |
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| If a warehouse is selected in which storage bins are activated, a storage bin must also be specified. The Bin Location can be entered by barcode scan or manually. By clicking on the button next to the bin field, the list of bins can also be called. | If a Warehouse is selected in which Bin Locations are enabled, a Bin Location must also be specified. The Bin can be entered via barcode scan, or manually. By clicking on the ''[...]'' button next to the Bin Location field, the list of Bins in the Warehouse can be opened to select one manually. |
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| In the lower part of the screen you can see the stock levels of the selected item, divided by warehouse and location. | In the lower section of the screen, you can see the current stock of the Item in question, divided by Warehouse and Bin Location. |
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| === Batch Number=== | === Batch Number === |
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| {{ add_batch_german.png?300}} | {{ :cobi.wms:add_batch_german.png?250|}} |
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| The Batch Number can be entered by barcode scan or manually. For outgoing entries (e.g. minus entry, delivery), the button next to the //Batch number// input field can also be used to call up the list of available Batch Numbers in order to select one. | If the Item is managed by Batches, the Batch Number can be entered via barcode scan or manually. For outbound bookings (e.g. Minus Booking, Delivery, etc.), the ''[...]'' button next to the //Batch number// field can also be used to open the list of available Batches in order to select one. |
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| For incoming bookings (e.g. plus booking, goods receipt), a production date and expiration date can also be entered when entering the Batch Number. If activated under the [[App options]], further detailed fields for the Batch Number can also be displayed. | For inbound bookings (e.g. Plus Booking, Goods Receipt), a Production Date and Expiry Date can also be entered when entering the Batch Number. If activated under the [[App options]], further detail fields for the Batch Number can also be displayed. |
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| \\\ | \\\ |
| === Serial Numbers === | === Serial Numbers === |
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| {{ add_serial_german.png?300}} | {{ :cobi.wms:cobiwms_serial.png?250|}} |
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| If the item is managed by Serial Numbers, it is not possible to specify a quantity or unit of measure, just the list of Serial Numbers which than forms the quantity. | If the Item is managed by Serials, it is not possible to specify a quantity or Unit of Measurement, since the list of Serial Numbers implicitly forms the quantity. |
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| Serial numbers can be entered by barcode scan or manually. For outgoing entries (e.g. Minus Booking, Delivery), the button next to the //Serial number// entry field can also be used to access the list of available Serial Numbers in order to select one. | Serial Numbers can be entered via barcode scan or manually. For outbound bookings (e.g. Minus Booking, Delivery), the button next to the //Serial number// field can be used to open the list of available Serials in order to select one. |
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| For incoming bookings (e.g. Plus Booking, Goods Receipt), further details can be specified per Serial Number, such as the lot number. In the [[App options]] further detailed fields for Serial Numbers can also be activated. | For inbound bookings (e.g. Plus Booking, Goods Receipt), further details can be specified per Serial Number, such as its Lot Number. In the [[App options]], further detail fields for Serial Numbers can also be activated. |
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| \\ | \\ |
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| ==== Booking Closure==== | ==== Booking ==== |
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| {{ receipt_bookinginformation_german.png?300}} | {{ :cobi.wms:cobiwms_booking.png?250|}} |
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| After the items of a document to be posted have been finished, the ''[Next]'' button will take you to the next screen. | After the editing of lines is complete, the ''[Next]'' button will take you to the final booking screen. |
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| Here you can specify additional information about the document that is independent of the individual rows. The available fields depend in general on the document type. | Here you can specify additional information about the document to be booked, that is independent of the individual lines. The available fields depend on the document type. |
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| By clicking on ''[Send]'' the document is immediately posted to //SAP Business One//. | By clicking on ''[Send]'', the document is immediately posted to //SAP Business One// and booked. |
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| === Booking Overview === | === Overview of booked document === |
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| After a successful booking, an overview of the booked document appears again. | After a successful booking, a final overview of the booked document appears. |
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| By clicking on individual rows, label priniting can be avtivated for individual articles. | By clicking on a line, label printing can be triggered for the corresponding Item. |
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| By clicking on the "Printer" icon in the upper right corner, a print command for the entire document can be initiated, if this option is configured. | By clicking on the "Printer" icon in the upper right corner, a print command for the entire document can be initiated, if this was configured correctly in the [[Print Settings]]. |
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