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| cobi.wms:user_manual [2022/05/06 14:06] – [Document Rows] 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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| ==== 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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