Expedition

Expedition management interface. Here you get information about active, completed and cancelled expeditions and you can filter the result by different criteria. The screen is divided into three main parts: Header (1), Filter (2) and Score (3).

Header (1)

In the Header (1) you see a button with a drop-down menu that allows you to create:

  • Expedition/ Marriage expedition/ Domestic expedition
  • Rental
  • Consignment
  • Loading
  • Storing the Expedition

You also see a blue magnifying glass button that hides and shows the Filter (2). There is a third button in the Header- Export warehouse transactions, which is only active if you have specified in Filter (2) that your result is by Document Lines.

Filter (2)

In order to process expeditions faster, track their status and development, the system provides you with different ways to filter the information. The search in Filter (2) is started with the Magnifying Glass, and the Hix clears all filters. In the table below you will see all the filters and their explanations:

FilterDescriptionFurther description of the options
ResultDocuments view (3.1)
– Document Lines view (3.2)
View Items (3.3)
– If you selected Documents, the result is a list of dispatches;
– If you have selected Document Lines, the result is a list of specific items for each dispatch line. If an expedition has 3 rows with 3 different items, here they will be on three different rows.
– If you selected Items, the result is a list of the items in the dispatches. The list also shows the aggregated quantities of the items.
PeriodChoose from a drop-down menu for what period to display your expeditions. Works on an expedition date.The possible options are:
– Today
– Yesterday
– The last 7 days
– Last 30 days
– The last 365 days
– Current month
– Previous month
– Current quarter
– Previous quarter
– Current year
– Previous year
– To date- shows all expeditions to date, from the first one entered into the system, regardless of date.
From
date – By
Date
You select specific dates as the period for which to display your transactions. Works by delivery date.
TypeFilter by operation type.The possible options are:
– Consignment
– Loading
– Marriage expedition
– Expedition for internal needs
– Rental
– Expedition
StatusFilter by operation status. The possible options are:
– Finished
– Active
– Cancelled
Of typeFilter by “by type” of document object. Where the expedition was made. The possible options are:
– Warehouse
– Course
To typeFilter by the “by type” of the document object.To where the expedition was made. The possible options are:
– Treaty
– Course
– Without
– User
– Client

Result (3)

The documents/rows/articles found according to the criteria set by the Filter can be viewed in Result (3). The table changes the information according to the Result type, so they will be described separately.

In addition to the columns containing basic information about the operations, you can include and exclude additional columns of detailed data by means of check boxes. All main and additional columns are described according to Result type.

Result by Documents (3.1)

In the table you will see a list of expeditions, which contains the following columns and action buttons:

ColumnDescription
TypeDisplays the document type:
– Consignment
– Loading
– Marriage expedition
– Expedition for internal needs
– Rental
– Expedition
Document numberDisplays document number.
DateDisplays the date of the document.
Displays information about the document lines with:
– Code
– Name
– Quantity
FromDisplays a selected From object on the document – from where the dispatch was made. Usually it is a warehouse.
Filter by selected object From document.
Go toDisplays the selected object Document To-where the dispatch was made. Usually it is a contractor.
Filter by selected object Until.
QuantityQuantity of items in the document.
Remaining quantityIndicates what quantity of the supply has not been dispensed.
Opens a document file.

You can include the following columns with additional information:

ColumnDescription
Description Displays the description of the document, if any.
Note Displays a note with the document, if available.
Related Displays the related operations to the document.
Weight Weight of items.
VolumeVolume of items.

Result by Lines of documents (3.2)

A list of document rows will appear in your table. If a document has 3 rows with 3 different items, here they will be on three different rows. In the Header (1), you will also see an Export Stock button.

The row-by-row table contains the following columns and action buttons:

ColumnDescription
TypeIndicates the document type
– Consignment
– Loading
– Marriage expedition
– Expedition for internal needs
– Rental
NumberDisplays document number.
DateDisplays the date of the document.
FromDisplays a selected From object on the document – from where the dispatch was made. Usually it is a warehouse.
Filter by selected object From document.
Go toDisplays the selected object Document To-where the dispatch was made. Usually it is a contractor.
Filter by selected object Until.
CodeDisplays item code.
NameDisplays item name.
Opens an item file.
MeasureMeasure of quantity shipped.
QuantityQuantity in the expedition.
Remaining quantityIndicates what quantity of the supply has not been dispensed.
Opens a document file.

You can include the following columns with additional information:

ColumnDescription
DescriptionDisplays a description of the item.
Brand Displays the brand of the item.
CategoryDisplays the category of the item.
Batch Displays the lot of the item, if any.
Description documentDisplays the description of the document, if any.
Note Displays a note to the document, if available.
RelatedDisplays the related operations to the document.
WeightDisplays the weight of the item.
VolumeDisplays the volume of the item.

Result by Items (3.3)

In the table you will see results by item. If you have 5 documents containing the same item, they will be merged here into 1 line. The list shows the summary quantities of the item discharges.

ColumnDescription
CodeArticle code
NameItem name
Opens item file
MeasureMeasure of the item
QuantityQuantity of the item/service from the dispatches in the given period and according to the specified filters.

Colours by status

In addition to the information that the system gives you about the expeditions through the columns in the Table, another way to easily recognize their status is included- this is the visual coloring. It varies according to the stage that the expeditions are in:

Document colourDescription
GreyThe expedition has been cancelled.
GreenThe dispatch is complete, the full quantity of the items included is listed on it.
BlackThe expedition is active, the full quantity of the included items is not listed on it.
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