Differences

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--- cobi.wms:user_manual [2022/08/03 10:38] – tkammer
+++ cobi.wms:user_manual [2025/07/24 09:16] (current) – [Sales Order] thuth
@@ Line 58: / Line 58: @@
 | [[#Minus Booking]]           | Inventory -> Inventory Transactions -> Goods Issue |
 | [[#Inventory Transfer]]      | Inventory -> Inventory Transactions -> Inventory Transfer |
-| [[#Receipt]]                 | Purchasing - A/P -> Goods Receipt PO |
+| [[#Purchase Receipt]]        | Purchasing - A/P -> Goods Receipt PO |
+| [[#Sales Order]]             | Sales - A/R -> Sales Order |
 | [[#Picking]]                 | Inventory -> Pick and Pack |
 | [[#Delivery]]                | Sales - A/R -> Delivery |
@@ Line 70: / Line 71: @@
 | [[#Inventory Counting]]      | Inventory -> Inventory Transactions -> Inventory Counting Transactions -> Inventory Counting |
 | [[#Label Printing]]          | - |
+| [[#Item info]]               | - |
 \\
@@ Line 107: / Line 109: @@
 \\
-==== Receipt ====
+==== Purchase Receipt ====
 In SAP Business One: //Purchasing - A/P -> Goods Receipt PO//
@@ Line 186: / Line 188: @@
 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]]
 \\
@@ Line 325: / Line 337: @@
 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.
 \\\