COBISOFT Documentation

User Tools

Site Tools

You are here: start » COBI.wms » user_manual_wip
cobi.wms:user_manual_wip

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_wip [2022/05/06 11:59] – [Wares List] tkammercobi.wms:user_manual_wip [2022/05/06 13:22] (current) – tkammer
Line 1: Line 1:
-====== User Manual====== +Verschoben auf Live-Version:
- +
-This manual deals with the use of a successfully completed installation of COBI.wms.  The target group are users of the app, as well as support staff. +
- +
-For details about installation and configuration, please see the main [[:COBI.wms|COBI.wms Documentation]] page. +
- +
-\\ +
- +
-\\\ +
- +
-===== Login ===== +
- +
-{{ login_nouser.png?240}} +
- +
-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. +
- +
-Depending on the configuration of the app, the fields "Username" and "Password" may be displayed and may be optional or mandatory fields. +
- +
-In the upper right corner there is a three-dot icon with the following items: +
- +
-  * [[Management Database]] +
-  * [[App Options]] +
-  * Info +
- +
-\\ +
- +
-===== Main Menu ===== +
- +
-{{ mainmenu_german_options.png?400}} +
- +
-In the main menu, the modules of the app are listed in the form of tiles. +
- +
-A red dot on a tile means that there are locally stored data in the module which have not yet been sent to the database. +
- +
-Through the three-dot symbol at the top right, the following screens can be accessed: +
- +
-     * [[App Options]] +
-     * [[Label Templates]] +
-     * [[Print Settings]] +
-     * [[Bluetooth Scanning]] +
-     * Info +
- +
-\\\ +
- +
-\\ +
- +
-===== Modules ===== +
- +
-^ Module                      ^ Equivalent in SAP Business One ^ +
-| [[#Plus Booking]]           | Warehouse Management -> Inventory Transactions -> Goods Receipt | +
-| [[#Minus Booking]]          | Warehouse Management -> Inventory Transactions -> Goods Issue | +
-| [[#Relocation]]             | Warehouse Management -> Inventory Transactions -> Inventory Transfer | +
-| [[#Receipt]]                | Purchase -> Goods Receipt | +
-| [[#Picking]]                | Warehouse Management -> Picking and Packing | +
-| [[#Delivery]]               | Sale -> Delivery | +
-| [[#Purchase Return]]        | Purchase -> Return | +
-| [[#Sales Return]]           | Sales -> Return| +
-| [[#Issue for Production]]   | Production -> Issue from Production | +
-| [[#Receipt from Production]]| Production -> Receipt from Production | +
-| [[#Wares List]]             | - | +
-| [[#Purchase Order]]         | Purchase -> Order | +
-| [[#Request for Relocation]] | Warehouse Management -> Inventory Transactions -> Request for Stock Transfer | +
-| [[#Inventory Counting]]     | Warehouse Management -> Inventory Transactions -> Inventory Count Transactions -> Inventory Counting | +
-| [[#Label Printing]]         | - | +
- +
-\\ +
- +
-==== Plus Booking ==== +
- +
-In SAP Business One: //Inventory -> Inventory Transactions -> Goods Receipt// +
- +
-This module can be used to create manual goods receipts that are not linked to a specific business process, such as purchasing or production. A typical use case would be an inventory correction. For example, if there is more of an item in the warehouse than noted in SAP Business One, the quantity of the item can be increased. +
- +
-When the module is opened, you can start creating the document directly. See section: [[#Document editing]] +
- +
-\\ +
- +
-==== Minus Booking ==== +
- +
-In SAP Business One: //Inventory -> Inventory Transactions -> Goods Issue// +
- +
-This module can be used to create manual goods issues that are not linked to a specific business process, such as sales or production. A typical use case would be an inventory correction. For example, if there is less of an item in the warehouse than noted in SAP Business One, the quantity of the item can be reduced. +
- +
-When the module is opened, you can start creating the document directly. See section: [[#Document editing]] +
- +
-\\ +
- +
-==== Relocation ==== +
- +
-In SAP Business One: //Inventory -> Inventory Transactions -> Inventory Transfer// +
- +
-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]] +
- +
-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. +
- +
-If the button ''[New Relocation]'' is pressed without selecting Requests beforehand, an empty Relocation template is opened. +
- +
-\\ +
- +
-==== Receipt ==== +
- +
-In SAP Business One: //Purchasing - A/P -> Goods Receipt PO// +
- +
-When the module is opened, it shows the list of open Purchase Orders.  The list can be filtered by using the Search field.  Various search criteria are supported here, such as: document number, supplier, date, remarks, etc. +
- +
-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. +
- +
-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]]. +
- +
-By long-pressing on a Purchase Order, the multi-selection mode is started.  Further Orders can be added to the selection through a simple click.  (The selected Orders must be based on the same Supplier.)  Afterwards, by clicking on ''[New Receipt]'', a Receipt template is created with all open lines of the selected Purchase Orders. +
- +
-If the ''[New Receipt]'' button is pressed without first selecting any Purchase Orders, a Supplier must be selected, and a blank Receipt template is opened. +
- +
-When adding new lines to a Receipt, matching Purchase Orders are displayed if available.  By selecting one, it can be linked as the base document for the Receipt.  Thus, to complete a Purchase Order, it is not necessary to search for it in the whole list of open Orders first.  Instead, it is possible to simply select the Supplier from which goods have been received, and start scanning their barcodes, after which the matching Order will be automatically suggested for linking. +
- +
-\\ +
- +
-==== Picking ==== +
- +
-{{ picking_released_german.png?300}} +
- +
-In SAP Business One: //Warehouse Management -> Picking and Packing// +
- +
-Released picking lists can be edited via this module. +
- +
-This module provides three views:  ''[Open]'', ''[Released]'', ''[Done]''. +
- +
-When the module is opened, you are initially in the **Released** view. +
- +
-=== Open === +
- +
-After selecting ''[Open]'', all open sales orders that have not yet been released in a pick list are displayed. +
- +
-By selecting a sales order, its contents can be viewed. Editing is not possible from here. To pick the sales order, it must first be released to a pick list in SAP Business One. +
- +
-=== Released === +
- +
-After selecting ''[Released]'', all released pick lists that have not yet been completely picked are displayed. +
- +
-A red dot next to the document number means that the pick list has been edited, but the changes are not yet synchronized with the database.  By long-pressing on such a list, the locally saved changes can be discarded. +
- +
-By selecting one of these lists, all contained articles are displayed. These can be edited by selection. See: [[#Edit Picking List]] +
- +
-=== Done === +
- +
-{{ picking_finished_german.png?300}} +
- +
-After selecting ''[Done]'' all pick lists are displayed which have been partially or completely processed. +
- +
-By selecting one of these lists, the two options //Edit Picking List// and //Create Delivery Note// are displayed. +
- +
-By selecting //Edit Picking List// all the items contained in the pick list are displayed with the quantities stored. These can be edited and changed afterwards. Please see [[#Edit Picking List]] +
- +
-If you select //Create delivery note//, the pick list is transferred to the [[#Delivery]] module. Generally, no further processing is required in this mask, because the quantities, batch numbers and serial numbers, as well as storage locations, are taken from the pick list. +
- +
-=== One / Multiple lists as delivery notes === +
- +
-By long-pressing on a pick list, it turns blue and the options **Automatic** and **Manual** appear on the title row. Additional pick lists can be added to the selection by simply tapping on them. +
- +
-If **Automatic** is selected, all necessary delivery notes will be created to cover the selected pick lists. If there were pick lists for different customers under the selection, one delivery note will be created per customer.  +
- +
-If **Manual** is selceted and the picking lists relate to several customers, all will be listed for selection. By selecting the customer, a delivery bill is created for this customer. +
- +
-=== Edit Picking List === +
- +
-To find a specific item in long picking lists, the item name can be entered in the //Search// field or it can be scrolled up and down within the list. The item can also be found via barcode scan. +
- +
-By selecting **Hide finished lines** all finished lines will be hidden. +
- +
-By long-pressing on a line, further details are displayed: Order number, customer, delivery date and delivery address. +
- +
-By simply clicking on a line, it can be edited.  Depending on whether it is an item with batch numbers, serial numbers or both and depending on whether storage bins are activated, the further workflow differs. +
- +
-If no batch numbers, serial numbers, or storage bins have to be selected, a simple dialog window appears for entering the picked quantity.  Otherwise, the related data window for selecting the batch or serial numbers or storage bins is displayed.  See section [[#Document editing]]. +
- +
-By clicking ''[Send]'' the edited pick list will be synchronized with the database. +
- +
-\\ +
- +
-==== Delivery ==== +
- +
-In SAP Business One: //Sales - A/R -> Delivery// +
- +
-When the module is opened, it shows the list of open Sales Orders (OR) and Reserve Invoices (IN).  The list can be filtered by using the Search field.  Various search criteria are supported here, such as: document number, customer, date, remarks, etc. +
- +
-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. +
- +
-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]] +
- +
-By long-pressing on a document, the multi-selection mode is started.  Additional documents can be added to the selection through a simple click.  (The selected documents must be based on the same Customer.) Afterwards, by clicking on ''[Create Delivery]'', a Delivery template is created with all open lines of the selected documents. +
- +
-If the ''[Create Delivery]'' button is pressed without first selecting any documents, a Customer must be selected, and an empty Delivery template is opened. +
- +
-\\ +
- +
-==== Purchase Return ==== +
- +
-In SAP Business One: //Purchasing - A/P -> Goods Return// +
- +
-When the module is opened, it shows the list of open Goods Return Requests. +
- +
-When a Return Request is selected, a Purchase Return template is created with the open lines of the selected Request.  For details on how to edit a Return template, see: [[#Document editing]] +
- +
-By long-pressing on a Return Request, the multi-selection mode is started.  Additional Requests can be added to the selection through a simple click.  (The selected Requests must be for the same Supplier.) Afterwards, by clicking on ''[New Purchase Return]'', a Return template is created with all open lines of the selected Requests. +
- +
-If the ''[New Purchase Return]'' button is pressed without first selecting any Requests, a Supplier must be selected, and a blank Return template is opened. +
- +
-\\ +
- +
-==== Sales Return ==== +
- +
-In SAP Business One: //Sales - A/R -> Return// +
- +
-When the module is opened, it shows the list of open Return Requests. +
- +
-When a Return Request is selected, a Sales Return template is created with the open lines of the selected Request.  For details on how to edit a Return template, see: [[#Document editing]] +
- +
-By long-pressing on a Return Request, the multi-selection mode is started.  Additional Requests can be added to the selection through a simple click.  (The selected Requests must be from the same Customer.) Afterwards, by clicking on ''[New Sales Return]'', a Return template is created with all open lines of the selected Requests. +
- +
-If the ''[New Sales Return]'' button is pressed without first selecting any Requests, a Customer must be selected, and a blank Return template is opened. +
- +
-\\ +
- +
-==== Issue for Production ==== +
- +
-In SAP Business One: //Production -> Issue for Production// +
- +
-When the module is opened, it lists all Production Orders which are in the //Released// state and have at least one component line whose //Issue Method// is set to //Manual//.  In addition, open Disassembly Orders are displayed. +
- +
-When a Production Order is selected, an Issue for Production template is created with all component lines whose //Issue Method// is set to //Manual//.  For a Disassembly Order, a single line with the item to be disassembled is displayed instead. +
- +
-For details on editing an Issue for Production, see: [[#Document editing]] +
- +
-\\ +
- +
-==== Receipt from Production ==== +
- +
-In SAP Business One: //Production -> Receipt from Prodction// +
- +
-When the module is opened, it lists all Production Orders which are in the //Released// state.  In addition, it lists all Disassembly Orders which are in the //Released// state and have at least one component line whose //Issue Method// is set to //Manual//. +
- +
-When a Production Order is selected, a Receipt from Production template is created, containing a single line with the item to be produced.  For a Disassembly Order, all component lines whose //Issue Method// is set to //Manual// are listed instead. +
- +
-If any produced goods are discarded during production, the button ''[Add discarded quantity]'' can be used to add an additional line to the document which represents the quantity that was produced but discarded. +
- +
-If some of the components that were issued manually for the Order have been received back from production (e.g. a remaining quantity of a consumable), the button ''[Add remaining quantity]'' can be used to add an additional line representing the remaining quantity that will be added back to stock. +
- +
-During the completion of a Receipt from Production, the **Close order** checkbox can be checked to close the Order after the booking. +
- +
-For details on editing a Receipt from Production, see: [[#Document editing]] +
- +
-\\ +
- +
-==== Wares List ==== +
- +
-When the module is opened, it will display the list of all Warehouses. +
- +
-By selecting a Warehouse, you can see the list of all items in it.  For each item, you can see the quantities: //On Hand//, //Committed//, //Ordered//, and //Available//. +
- +
-If an item is selected that is managed by batch or serial numbers, the batches or serials will be listed.  If you are in a warehouse with bin locations, the allocation of quantities to individual bins can be seen as well. +
- +
-\\ +
- +
-==== Purchase Order ==== +
- +
-In SAP Business One: //Purchase -> Order// +
- +
-This module can be used to create purchase orders, which are stored in SAP Business One and afterwards also appear in the module //Goods Receipt//. +
- +
-It should be noted that in this module there is no specification of batch numbers, serial numbers, or bin locations since it is related to an order.  Only the warehouse for which the order is placed and the quantity to be ordered are selected. +
- +
-When the module is opened, it is possible to start creating the document directly. See section [[#Document editing]] +
- +
-\\ +
- +
-====  Request for Relocation ==== +
- +
-In SAP Business One: //Warehouse Management -> Inventory transactions -> Request for Relocation// +
- +
-This module can be used to create requests for inventory transfer, which are stored in SAP Business One and then also appear in the //Relocation Request// module. +
- +
-In this module, no assignment of batch numbers, serial numbers or bin locations is supported. +
- +
-When the module is opened, it is possible to start creating the document directly. See section:[[#Document editing]] +
- +
-\\ +
- +
-==== Inventory Counting ==== +
- +
-In SAP Business One: //Warehouse Management -> Inventory Transactions -> Inventory Count Transactions -> Inventory Counting// +
- +
-This module allows editing inventory count lists created in SAP Business One.  When the module is opened, the view of open inventory counts is displayed. +
- +
-A red dot next to the document number means that there are changes to this count list stored on the Android device that have not yet been synchronized to the database.  By long-pressing on such a count list, the locally saved changes can be deleted. +
- +
-After selecting a count list, its content is displayed.  The **Hide Counted** button can be used to limit the view of items that have not yet been counted.  Articles can be found by using the search function or by barcode scanning.  Additional rows can be added to the list by clicking ''[Add row]'' or by scanning a barcode to an item that is not yet in the list. +
- +
-For articles that are managed neither by batch number nor by serial number, separate quantities can still be added during inventory count, each with an optional remark.  For example, a quantity of 10 with the remark "Shelf 1" and another quantity of 15 with the remark "Shelf 2" could be added to an article.  However, when synchronizing to the database this split including remarks will be lost and will be summed up to a single quantity, because in SAP Business One only one quantity can be stored per row.  If a persistent, detailed division of quantities is required, bin locations should be activated for the warehouse instead. +
- +
-Unlike in other modules, only one bin location can be selected per line in the inventory.  If an item is divided into several bin locations one line per storage bin must be added to the inventory. +
- +
-By clicking on ''[Send]'' the state of the count list stored on the device is synchronized to the database.  Subsequently, an inventory posting can be made in SAP Business One based on this count list. +
- +
-\\ +
- +
-==== Label Printing==== +
- +
-{{ print_label_german.png?300}} +
- +
-With this module the created [[Label Templates]] can be used to print a label.  For this purpose, a network-compatible printer must be defined in the [[Print Settings]]. +
- +
-The required template can be selected via the upper drop-down list. +
- +
-By selecting the article number and other optional entries, label printing can be initiated with the //Print// button. +
- +
-For the label printing option when editing the document lines, see: [[#Print]] +
- +
-\\\ +
- +
-===== Document editing ===== +
- +
-The following explains the general process of how to create, edit, and post receipts in the app.  These instructions apply to various modules of the app. +
- +
-\\ +
- +
-==== Document Rows==== +
- +
-The document line mask lists the positions of a document or allows to add positions. +
- +
-If you enter this screen having selected an existing document (for example, selecting an open order in the [[#Goods Receipt]]  module), the screen will be pre-filled with the items of the base document and you will have to add mainly quantities. +
- +
-If you create a document manually (e.g. in [[#Plus Booking]], or a goods receipt without a purchase order), the initially empty list must be manually filled with rows. +
- +
-From this mask article barcodes can be scanned directly, which leads to the mask //Add quantity//.  (See below.) If a [[GS1 Barcodes|GS1 Barcode]] is scanned, any fields such as batch number, expiration date, etc. will be automatically filled in the mask that opens. +
- +
-The //Add row// button opens the list of all active articles.  By entering different criteria into the search field above (article number, name, etc.) the list can be filtered.  With the selection of the article the mask //Add quantity// is opened. +
- +
-Clicking on the "Camera" icon at the top right opens the //Photos// screen.  Here, images can be retrieved from the device memory or new images can be captured to add them as attachments to the document.  (Attachments for pick lists are linked to the underlying document, as pick lists cannot have attachments in SAP Business One). +
- +
-Clicking on an existing row usually displays the row options.  (As an exception to this, a direct action is performed in the Picking module: Depending on the item and warehouse, either the //change quantity// dialog box, the batch number mask, the serial number mask, or the storage bin mask appears.  By long-pressing on the line, the other line options can be called up explicitly). +
- +
-The possible line options are listed below. +
- +
-=== Add Quantity === +
- +
-This opens the //Add quantity// screen (see below) with the item linked to the selected row.  If a quantity has already been added to the selected row, the stock cannot be changed.  Otherwise, when a quantity is added to the row for the first time, in the //Add quantity// mask the warehouse can be adjusted. +
- +
-=== Modify Quantity === +
- +
-This opens a dialog box where you can easily change the quantity (incl. unit).  This option is only available under the following conditions: +
- +
-  * The item has no batch or serial numbers and the warehouse has no storage bins. +
-  * Only one batch number / only one storage bin has been defined for the line +
- +
-=== Batch Numbers === +
- +
-This opens the batch number mask where the batch numbers can be viewed and edited. +
- +
-In the upper area there are input fields similar to the //Add quantity// mask (see below), which allows to add more batch numbers to the batch splitting.  (If the specified batch number already exists in the splitting, only the quantity will be added). +
- +
-In the lower area you can see the current batch distribution. By clicking on a batch number, the assigned quantity can be adjusted or the batch number can be removed from the allocation. +
- +
-If it is a warehouse in which bin locations have been activated, a distribution to bin locations must again be defined per batch number.  See section //Storage bins// below. +
- +
-=== Serial Numbers === +
- +
-This opens the serial number mask where serial numbers can be viewed and edited. +
- +
-In the upper area there are entry fields similar to the //Add quantity// mask (see below) allowing to add more serial numbers to the line. +
- +
-The serial numbers already added are listed in the lower area.  By pressing and holding a serial number can be selected for deletion.  By simply clicking, more serial numbers are added to the selection, if you want to delete several at the same time. +
- +
-=== Warehouse Locations === +
- +
-This opens the storage bin mask where the storage bin allocation can be viewed and edited. +
- +
-In the upper area there are input fields similar to the mask //Add quantity// (see below), by which additional bin locations can be added to the allocation.  (If the specified bin already exists in the allocation, only the quantity will be added). +
- +
- +
-In the lower area you can see the current bin allocation.  By clicking on a location, the assigned quantity can be adjusted or the location can be removed from the allocation. +
- +
-=== Label Printing === +
- +
-This option prints a label for the item specified in this line. +
- +
-If several batch numbers or serial numbers have been added to the line, one of them must be selected, since each label can refer to only one batch number or serial number.  If several storage bins are specified, one of them must also be selected for printing. +
- +
-=== Delete === +
- +
-This removes the line from the document. +
- +
-\\ +
- +
-==== Add Quantity ==== +
- +
-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. +
- +
-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. +
- +
-In the lower part of the screen you can see the stock levels of the selected item, divided by warehouse and location. +
- +
-=== Batch Number=== +
- +
-{{ add_batch_german.png?300}} +
- +
-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. +
- +
-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. +
- +
-\\\ +
- +
-=== Serial Numbers === +
- +
-{{ add_serial_german.png?300}} +
- +
-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. +
- +
-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. +
- +
-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. +
- +
-\\ +
- +
-==== Booking Closure==== +
- +
-{{ receipt_bookinginformation_german.png?300}} +
- +
-After the items of a document to be posted have been finished, the ''[Next]'' button will take you to the next screen. +
- +
-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. +
- +
-By clicking on ''[Send]'' the document is immediately posted to //SAP Business One//. +
- +
-=== Booking Overview === +
- +
-After a successful booking, an overview of the booked document appears again. +
- +
-By clicking on individual rows, label priniting can be avtivated for individual articles. +
- +
-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.+
  
 +[[User Manual]]
cobi.wms/user_manual_wip.1651831150.txt.gz · Last modified: 2022/05/06 11:59 by tkammer
Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki