COBISOFT Documentation

User Tools

Site Tools

You are here: start » COBI.wms » User Manual
cobi.wms:user_manual

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
cobi.wms:user_manual [2022/05/06 16:01] – [Booking] aguvencobi.wms:user_manual [2022/08/03 10:38] (current) – tkammer
Line 19: Line 19:
 ===== Login ===== ===== Login =====
  
-{{  :cobi.wms:cobiwms_login.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.
Line 54: Line 54:
 ===== 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]]          | - |
  
 \\ \\
Line 93: Line 93:
 \\ \\
  
-==== Relocation ====+==== Inventory Transfer ====
  
 In SAP Business One: //Inventory -> Inventory Transactions -> Inventory Transfer// In SAP Business One: //Inventory -> Inventory Transactions -> Inventory Transfer//
Line 99: Line 99:
 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.
  
 \\ \\
Line 115: Line 115:
 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]].
Line 197: Line 197:
 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]]
Line 287: Line 287:
 \\ \\
  
-====  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.
Line 435: Line 435:
 ==== Booking ==== ==== Booking ====
  
-{{ :cobi.wms:cobiwms-booking.png?250|}}+{{ :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.
cobi.wms/user_manual.1651845663.txt.gz · Last modified: 2022/05/06 16:01 by aguven
Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki