{"id":24215,"date":"2024-06-12T13:30:43","date_gmt":"2024-06-12T11:30:43","guid":{"rendered":"https:\/\/docs.prim.io\/arrange-2\/"},"modified":"2024-06-12T13:30:55","modified_gmt":"2024-06-12T11:30:55","slug":"arrange-2","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/warehouse-operations\/arrange-2\/","title":{"rendered":"Arrange"},"content":{"rendered":"\n

Interface with a list of created and cancelled storage arrangements. You can filter the result by different criteria. The screen is divided into three main parts: Header<\/strong> (1), Filter<\/strong> (2) and Score<\/strong> (3). <\/p>\n\n

\"\"<\/figure>\n\n

Header (1)<\/h3>\n\n

In the Header (1) you see a magnifying glass button that hides and shows the Filter (2). <\/p>\n\n

Filter (2)<\/h3>\n\n

In order to process the tiers faster, 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:<\/p>\n\n

Filter<\/td>Description<\/td>Further description of the options<\/td><\/tr>
Result<\/td>– Documents view (3.1)<\/strong>– Document Lines view (3.2)<\/strong><\/td>– If you selected Documents,<\/strong> the result is a list of tiers;– If you selected Document<\/strong> Rows<\/strong>, the result is a list of specific items for each row of the tiers. If an arrangement has 3 rows with 3 different items, then here they will be on three different rows.<\/td><\/tr>
Period<\/td>Choose from a drop-down menu for what period to display the tiers. Works by date of arrangement.<\/td>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 tiers to date, from the first tier entered into the system, regardless of date.<\/td><\/tr>
Fromdate – ByDate<\/td>You select specific dates as the period for which to display your transactions. <\/td><\/td><\/tr>
Type<\/td>Filter by operation type.<\/td><\/td><\/tr>
Status<\/td>Filter by operation status. <\/td>The possible options are: – Active– Cancelled<\/td><\/tr>
Of type<\/td>Filter by “by type” of document object. <\/td>In which warehouse the arrangement was made. <\/td><\/tr>
To type<\/td>Filter by the “by type” of the document object.<\/td>In which warehouse the arrangement was made.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n

Result (3)<\/h3>\n\n

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.<\/p>\n\n

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.<\/p><\/blockquote>\n\n

Result by Documents (3.1)<\/h4>\n\n

The table will show you a list of tiers that contains the following columns and action buttons:<\/p>\n\n

Column<\/td>Description<\/td><\/tr>
Type<\/td>Displays the document type.<\/td><\/tr>
Document number<\/td>Displays document number. <\/td><\/tr>
Date<\/td>Displays the date of the document. <\/td><\/tr>
<\/a><\/td>Displays information about the document lines with:– Code– Name– Quantity<\/td><\/tr>
From<\/td>Indicates in which warehouse the stacking was done.<\/td><\/tr>
<\/a><\/td>Filter by selected object From document.<\/td><\/tr>
Go to<\/td>Indicates in which warehouse the stacking was done.<\/td><\/tr>
<\/a><\/td>Filter by selected object Until.<\/td><\/tr>
Quantity<\/td>Quantity of items in the document. <\/td><\/tr>
Remaining quantity<\/td>It is always empty because the stacking does not require a subsequent operation.<\/td><\/tr>
<\/a><\/td>Opens a document file.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n

You can include the following columns with additional information:<\/p>\n\n

Column<\/td>Description<\/td><\/tr>
Description <\/td>Displays the description of the document, if any.<\/td><\/tr>
Note <\/td>Displays a note with the document, if available. <\/td><\/tr>
Related <\/td>Displays the related operations to the document.<\/td><\/tr>
Weight <\/td>Weight of items. <\/td><\/tr>
Volume<\/td>Volume of items. <\/td><\/tr><\/tbody><\/table><\/figure>\n\n

Result by Lines of documents (3.2)<\/h4>\n\n

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.<\/p>\n\n

The row-by-row table contains the following columns and action buttons:<\/p>\n\n

Column<\/td>Description<\/td><\/tr>
Type<\/td>Displays the document type.<\/td><\/tr>
Number<\/td>Displays document number.<\/td><\/tr>
Date<\/td>Displays the date of the document.<\/td><\/tr>
From<\/td>Indicates in which warehouse the stacking was done.<\/td><\/tr>
<\/a><\/td>Filter by selected object From document.<\/td><\/tr>
Go to<\/td>Indicates in which warehouse the stacking was done.<\/td><\/tr>
<\/a><\/td>Filter by selected object Until. <\/td><\/tr>
Code<\/td>Displays item code. <\/td><\/tr>
Name<\/td>Displays item name.<\/td><\/tr>
<\/a><\/td>Opens an item file. <\/td><\/tr>
Measure<\/td>Measure of quantity shipped.<\/td><\/tr>
Quantity<\/td>Quantity in the expedition.<\/td><\/tr>
Remaining quantity<\/td>It is always empty because the stacking does not require a subsequent operation.<\/td><\/tr>
<\/a><\/td>Opens a document file. <\/td><\/tr><\/tbody><\/table><\/figure>\n\n

You can include the following columns with additional information:<\/p>\n\n

Column<\/td>Description<\/td><\/tr>
Description<\/td>Displays a description of the item.<\/td><\/tr>
Brand <\/td>Displays the brand of the item. <\/td><\/tr>
Category<\/td>Displays the category of the item.<\/td><\/tr>
Batch <\/td>Displays the lot of the item, if any. <\/td><\/tr>
Description document<\/td>Displays the description of the document, if any.<\/td><\/tr>
Note <\/td>Displays a note to the document, if available.<\/td><\/tr>
Related<\/td>Displays the related operations to the document.<\/td><\/tr>
Weight<\/td>Displays the weight of the item. <\/td><\/tr>
Volume<\/td>Indicates the volume of the item.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n

Colours by status<\/h4>\n\n

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:<\/p>\n\n

Document colour<\/td>Description<\/td><\/tr>
Grey<\/td>The arrangement is cancelled. <\/td><\/tr>
Black<\/td>The arrangement is regular and complete. <\/td><\/tr><\/tbody><\/table><\/figure>\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Interface with a list of created and cancelled storage arrangements. 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 magnifying glass button that hides and shows the Filter (2). 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