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cobi.wms:user_manual [2022/05/06 16:03] – [Booking] aguvencobi.wms:user_manual [2025/07/24 09:16] (current) – [Sales Order] thuth
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 ===== 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.
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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 | +| [[#Purchase Receipt]]        | Purchasing - A/P -> Goods Receipt PO | 
-| [[#Picking]]                | Warehouse Management -> Picking and Packing | +| [[#Sales Order]]             | Sales - A/R -> Sales Order | 
-| [[#Delivery]]               | Sale -> Delivery | +| [[#Picking]]                 | Inventory -> Pick and Pack | 
-| [[#Purchase Return]]        | Purchase -> Return | +| [[#Delivery]]                | Sales - A/R -> Delivery | 
-| [[#Sales Return]]           | Sales -> Return| +| [[#Purchase Return]]         | Purchasing A/P -> Goods Return | 
-| [[#Issue for Production]]   | Production -> Issue from Production | +| [[#Sales Return]]            | Sales - A/R -> Return | 
-| [[#Receipt from Production]]| Production -> Receipt from Production | +| [[#Issue for Production]]    | Production -> Issue for Production | 
-| [[#Wares List]]             | - | +| [[#Receipt from Production]] | Production -> Receipt from Production | 
-| [[#Purchase Order]]         | Purchase -> Order | +| [[#Wares List]]              | - | 
-| [[#Request for Relocation]] | Warehouse Management -> Inventory Transactions -> Request for Stock Transfer | +| [[#Purchase Order]]          | Purchasing - A/P -> Purchase Order | 
-| [[#Inventory Counting]]     | Warehouse Management -> Inventory Transactions -> Inventory Count Transactions -> Inventory Counting | +| [[#Transfer Request]]        | Inventory -> Inventory Transactions -> Inventory Transfer Request | 
-| [[#Label Printing]]         | - |+| [[#Inventory Counting]]      | Inventory -> Inventory Transactions -> Inventory Counting Transactions -> Inventory Counting | 
 +| [[#Label Printing]]          | - | 
 +| [[#Item info]]               | - |
  
 \\ \\
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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.
  
 \\ \\
  
-==== Receipt ====+==== Purchase Receipt ====
  
 In SAP Business One: //Purchasing - A/P -> Goods Receipt PO// In SAP Business One: //Purchasing - A/P -> Goods Receipt PO//
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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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 By clicking ''[Send]'', the edited Pick List will be synchronized to the database. By clicking ''[Send]'', the edited Pick List will be synchronized to the database.
 +
 +\\
 +
 +==== Sales Order ====
 +
 +In SAP Business One: //Sales - A/R -> Sales Order//
 +
 +When opening the Sales Order module, you can create a new sales order by first selecting a customer. To do this, tap the three dots ''[...]'' in the top right corner to open the customer selection tab. From there, choose the customer for whom the sales order should be created. Once selected, the customer's name will appear at the top of the screen, confirming that the selection was successful. You can now proceed to add the desired items to the order. After selecting all required items, the document can be booked and the sales order will be created accordingly. \\
 +Note: This module is only visible if it has been activated in the database. To enable it, access the cobiwms database and update the corresponding permission entry:
 +For more information check [[cobi.wms:management_database#permission_management|here]]
  
 \\ \\
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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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 After selecting the Item and other optional entries, the print can be initiated with the ''[Print]'' button. After selecting the Item and other optional entries, the print can be initiated with the ''[Print]'' button.
 +
 +\\
 +
 +==== Item info ====
 +{{:cobi.wms:iteminfo-removebg-preview.png|}} \\
 +The Item Info module provides a detailed overview of all available items. When opening the module, a list of items is displayed, and you can view specific information for each article. Depending on the configuration in the module options, additional details can be enabled and displayed — such as stock levels, available quantity, item images, and other relevant data. This allows users to quickly access and review all key item-related information in one place, making it easier to manage stock and verify product details directly within the app.
  
 \\\ \\\
cobi.wms/user_manual.1651845804.txt.gz · Last modified: 2022/05/06 16:03 by aguven
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