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cobi.wms:user_manual [2022/05/06 14:17] – [Booking Closure] tkammercobi.wms:user_manual [2022/08/03 10:38] (current) – tkammer
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 ===== Login ===== ===== Login =====
  
-{{ login_nouser.png?240}}+{{  :cobi.wms:cobiwms_login.png?300|}}
  
 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}}+
  
 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.
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 ===== Modules ===== ===== Modules =====
  
-^ 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 ====
  
 In SAP Business One: //Inventory -> Inventory Transactions -> Inventory Transfer// In SAP Business One: //Inventory -> Inventory Transactions -> Inventory Transfer//
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 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.
  
-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]]
  
-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.
  
-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.
  
-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.
  
 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]].
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 ==== Picking ==== ==== Picking ====
  
-{{ picking_released_german.png?300}}+{{ :cobi.wms:cobiwms_pickpack.png?300|}}
  
 In SAP Business One: //Inventory -> Pick and Pack// In SAP Business One: //Inventory -> Pick and Pack//
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 === Done === === Done ===
  
-{{ picking_finished_german.png?300}}+{{ :cobi.wms:cobiwms_finished.png?300|}}
  
 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.
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 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.
  
-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.
  
 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 ====
  
 In SAP Business One: //Inventory -> Inventory Transactions -> Inventory Transfer Request// In SAP Business One: //Inventory -> Inventory Transactions -> Inventory Transfer Request//
  
-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.
  
 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.
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 ==== Label Printing==== ==== Label Printing====
  
-{{ 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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 === Batch Number === === Batch Number ===
  
-{{ add_batch_german.png?300}}+{{ :cobi.wms:add_batch_german.png?250|}}
  
 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. 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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 === Serial Numbers === === Serial Numbers ===
  
-{{ add_serial_german.png?300}}+{{ :cobi.wms:cobiwms_serial.png?250|}}
  
 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. 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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 ==== Booking ==== ==== Booking ====
  
-{{ receipt_bookinginformation_german.png?300}}+{{ :cobi.wms:cobiwms_booking.png?250|}}
  
 After the editing of lines is complete, the ''[Next]'' button will take you to the final booking screen. After the editing of lines is complete, the ''[Next]'' button will take you to the final booking screen.
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 By clicking on ''[Send]'', the document is immediately posted to //SAP Business One// and booked. By clicking on ''[Send]'', the document is immediately posted to //SAP Business One// and booked.
  
-=== Booking Overview ===+=== Overview of booked document ===
  
-After a successful booking, an overview of the booked document appears again.+After a successful booking, a final overview of the booked document appears.
  
 By clicking on a line, label printing can be triggered for the corresponding Item. By clicking on a line, label printing can be triggered for the corresponding Item.
cobi.wms/user_manual.1651839431.txt.gz · Last modified: 2022/05/06 14:17 by tkammer
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