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:

Filter	Description	Further description of the options
Result	– Documents 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.
Period	Choose 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.
Type	Filter by operation type.	The possible options are: – Consignment – Loading – Marriage expedition – Expedition for internal needs – Rental – Expedition
Status	Filter by operation status.	The possible options are: – Finished – Active – Cancelled
Of type	Filter by “by type” of document object.	Where the expedition was made. The possible options are: – Warehouse – Course
To type	Filter 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:

Column	Description
Type	Displays the document type: – Consignment – Loading – Marriage expedition – Expedition for internal needs – Rental – Expedition
Document number	Displays document number.
Date	Displays the date of the document.
	Displays information about the document lines with: – Code – Name – Quantity
From	Displays 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 to	Displays the selected object Document To-where the dispatch was made. Usually it is a contractor.
	Filter by selected object Until.
Quantity	Quantity of items in the document.
Remaining quantity	Indicates what quantity of the supply has not been dispensed.
	Opens a document file.

You can include the following columns with additional information:

Column	Description
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.
Volume	Volume 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:

Column	Description
Type	Indicates the document type – Consignment – Loading – Marriage expedition – Expedition for internal needs – Rental
Number	Displays document number.
Date	Displays the date of the document.
From	Displays 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 to	Displays the selected object Document To-where the dispatch was made. Usually it is a contractor.
	Filter by selected object Until.
Code	Displays item code.
Name	Displays item name.
	Opens an item file.
Measure	Measure of quantity shipped.
Quantity	Quantity in the expedition.
Remaining quantity	Indicates what quantity of the supply has not been dispensed.
	Opens a document file.

You can include the following columns with additional information:

Column	Description
Description	Displays a description of the item.
Brand	Displays the brand of the item.
Category	Displays the category of the item.
Batch	Displays the lot of the item, if any.
Description document	Displays the description of the document, if any.
Note	Displays a note to the document, if available.
Related	Displays the related operations to the document.
Weight	Displays the weight of the item.
Volume	Displays 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.

Column	Description
Code	Article code
Name	Item name
	Opens item file
Measure	Measure of the item
Quantity	Quantity 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 colour	Description
Grey	The expedition has been cancelled.
Green	The dispatch is complete, the full quantity of the items included is listed on it.
Black	The expedition is active, the full quantity of the included items is not listed on it.