{"id":24304,"date":"2024-06-12T13:31:25","date_gmt":"2024-06-12T11:31:25","guid":{"rendered":"https:\/\/docs.prim.io\/modules\/warehouse-and-logistics\/spedition\/staffing\/"},"modified":"2024-06-12T13:31:29","modified_gmt":"2024-06-12T11:31:29","slug":"staffing","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/spedition\/staffing\/","title":{"rendered":"Staffing"},"content":{"rendered":"\n<p>  Interface for management of completions. Here you get information about your kits and can filter the result by different criteria. The screen is divided into three main parts: <strong>Header<\/strong> (1), <strong>Filter<\/strong> (2) and <strong>Score<\/strong> (3).  <br\/><\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/docs.prim.io\/content\/uploads\/2019\/08\/image-145.png\" alt=\"This image has an empty alt attribute; its file name is image-145.png\"\/><\/figure>\n\n<p>  In the <strong>Header <\/strong>(1) you see a blue button with a magnifying glass that allows you to hide and show the Filter.<\/p>\n\n<p>When the Filter is visible, you will find three buttons on the left &#8211; Documents, Lines and Items. They change the Result.  <\/p>\n\n<ul><li>If you have selected <strong>Documents ,<\/strong> the result is a list of sales and moves for which you can do a complete;<\/li><\/ul>\n\n<ul><li>If you selected <strong>Rows<\/strong>, the result is a list of specific items for each sales row. If you have three items within the same sales line, you will see three different lines listed for the same sales line.<\/li><\/ul>\n\n<ul><li>If you selected <strong>Items, <\/strong>the result is a list of items that have been sold\/moved. The list also shows the aggregated quantities of the items.<\/li><\/ul>\n\n<p>  The other fields in the Filter allow you to search based on something specific. Most are selected from drop-down menus. The different options are described in the table below:  <\/p>\n\n<table class=\"wp-block-table\"><tbody><tr><td>Option<\/td><td>Description<\/td><\/tr><tr><td>  From date\/To date  <\/td><td>  Filter based on when the sale took place<\/td><\/tr><tr><td>Company<\/td><td>Filter based on the company that made the sale<\/td><\/tr><tr><td>Office<\/td><td>Filter based on the office from which the sale took place<\/td><\/tr><tr><td>Method of delivery<\/td><td>Filter based on delivery method<\/td><\/tr><tr><td>Client<\/td><td>Filter based on customer<\/td><\/tr><tr><td>Address<\/td><td>Filter based on address<\/td><\/tr><tr><td>Blocking in the warehouse<\/td><td>Filter based on blocked items in stock<\/td><\/tr><\/tbody><\/table>\n\n<p>  If you selected <strong>Documents<\/strong> in the Filter, the result will be a list of sales based on the criteria you specified. The information is summarised in a list with the following columns:<\/p>\n\n<table class=\"wp-block-table\"><tbody><tr><td>Column<\/td><td>Description<\/td><\/tr><tr><td>Type<\/td><td>Displays document type &#8211; Payment\/Sale<\/td><\/tr><tr><td>Number<\/td><td>Displays document number<\/td><\/tr><tr><td>Date<\/td><td>Displays the date the document was created<\/td><\/tr><tr><td>Date for dispatch<\/td><td>Displays date of dispatch (if any)<\/td><\/tr><tr><td>Company<\/td><td>Indicates the company using the system<\/td><\/tr><tr><td>Office<\/td><td>Shows the office from which the sale\/move was issued<\/td><\/tr><tr><td>Client<\/td><td>Shows the customer for whom the sale is<\/td><\/tr><tr><td>Recipient<\/td><td>Shows the contact person<\/td><\/tr><tr><td>Address for delivery<\/td><td>Shows delivery address<\/td><\/tr><tr><td>Method of delivery<\/td><td>Shows delivery method<\/td><\/tr><tr><td>Method of invoicing<\/td><td>Shows billing method<\/td><\/tr><tr><td>Payment<\/td><td>Shows payment method<\/td><\/tr><tr><td>Currency  <\/td><td>Shows currency on sale<\/td><\/tr><tr><td>Price<\/td><td>Shows the price of the items on sale<\/td><\/tr><tr><td>Paid  <\/td><td>Shows the amount paid<\/td><\/tr><tr><td>Financial document<\/td><td>Shows financial document to sale\/move<\/td><\/tr><tr><td>Blocked<\/td><td>Displays blocked warehouse items on POS<\/td><\/tr><tr><td>Insufficient quantities<\/td><td>Displays the quantities needed to complete the sale but not available in the warehouse<\/td><\/tr><\/tbody><\/table>\n\n<p>You can perform the following actions on the list:<\/p>\n\n<table class=\"wp-block-table\"><tbody><tr><td>  Button  <\/td><td>  Mouse over text  <\/td><td>  Description  <\/td><\/tr><tr><td><br\/><\/td><td>  Filter by customer  <\/td><td>  Filters by customer and will only give you information about that customer&#8217;s deposits  <\/td><\/tr><tr><td><br\/><\/td><td>  Filter by delivery method  <\/td><td>  Filters by delivery method and will only give you information on sales with that delivery method<\/td><\/tr><tr><td><br\/><\/td><td>  More information  <\/td><td>  You open a sale file<\/td><\/tr><tr><td><\/td><td>Staffing<\/td><td>Complete the sale\/move<\/td><\/tr><tr><td><\/td><td>Print<\/td><td>Print the financial document<\/td><\/tr><\/tbody><\/table>\n\n<p>You can add the following columns to the list:<\/p>\n\n<table class=\"wp-block-table\"><tbody><tr><td>Column<\/td><td>Description<\/td><\/tr><tr><td>Description<\/td><td>Displays the description of the document (if any)<\/td><\/tr><tr><td>Description for internal use  <\/td><td>Displays the description for internal use (if any)<\/td><\/tr><\/tbody><\/table>\n\n<p>If you selected <strong>Rows<\/strong> in the Filter, the result will be a list of the specific items for the sales\/order rows. The information is summarised in a list with the following columns:<\/p>\n\n<table class=\"wp-block-table\"><tbody><tr><td>Column<\/td><td>Description<\/td><\/tr><tr><td>Type<\/td><td>Same as above<\/td><\/tr><tr><td>Number<\/td><td>Same as above<\/td><\/tr><tr><td>Date<\/td><td>Same as above<\/td><\/tr><tr><td>Date for dispatch<\/td><td>Same as above<\/td><\/tr><tr><td>Company<\/td><td>Same as above<\/td><\/tr><tr><td>Office<\/td><td>Same as above<\/td><\/tr><tr><td>Client<\/td><td>Same as above<\/td><\/tr><tr><td>Code  <\/td><td>Item code<\/td><\/tr><tr><td>Name<\/td><td>Item name<\/td><\/tr><tr><td>Brand<\/td><td>Brand of item<\/td><\/tr><tr><td>Recipient<\/td><td>Same as above<\/td><\/tr><tr><td>Address for delivery<\/td><td>Same as above<\/td><\/tr><tr><td>Method of delivery<\/td><td>Same as above<\/td><\/tr><tr><td>Method of invoicing<\/td><td>Same as above<\/td><\/tr><tr><td>Payment<\/td><td>Same as above<\/td><\/tr><tr><td>Measure<\/td><td>Measure of item<\/td><\/tr><tr><td>Quantity<\/td><td>Quantity of items on order\/sale<\/td><\/tr><tr><td>Currency  <\/td><td>Same as above<\/td><\/tr><tr><td>Price<\/td><td>Same as above<\/td><\/tr><tr><td>Paid  <\/td><td>Same as above<\/td><\/tr><tr><td>Financial document<\/td><td>Same as above<\/td><\/tr><tr><td>Blocked<\/td><td>Same as above<\/td><\/tr><tr><td>Insufficient quantities<\/td><td>Same as above<\/td><\/tr><\/tbody><\/table>\n\n<p>You can add the following columns to the list:<\/p>\n\n<table class=\"wp-block-table\"><tbody><tr><td>Column<\/td><td>Description<\/td><\/tr><tr><td>Description<\/td><td>Displays the description of the document (if any)<\/td><\/tr><tr><td>Description for internal use  <\/td><td>Displays the description for internal use (if any)<\/td><\/tr><\/tbody><\/table>\n\n<p>  If you have selected <strong>Items<\/strong> in the Filter, the result will be a list of items with their sales summary information. The system will show you the following columns:  <\/p>\n\n<table class=\"wp-block-table\"><tbody><tr><td>  Column  <\/td><td>  Description  <\/td><\/tr><tr><td>  Code  <\/td><td>  Article code  <\/td><\/tr><tr><td>  Name  <\/td><td>  Item name  <\/td><\/tr><tr><td>  Brand  <\/td><td>  Brand of the item  <\/td><\/tr><tr><td>  Measure  <\/td><td>  Measure of the item  <\/td><\/tr><tr><td>  Quantity  <\/td><td>The quantity on removal\/sale<\/td><\/tr><tr><td>Available<\/td><td>Available items in stock<\/td><\/tr><\/tbody><\/table>\n\n<p>  With this description we have exhausted all the results and all possible actions on them.  <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Interface for management of completions. Here you get information about your kits and can filter the result by different criteria. The screen is divided into three main parts: Header (1), Filter (2) and Score (3). In the Header (1) you see a blue button with a magnifying glass that allows you to hide and show [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":23549,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Staffing - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/spedition\/staffing\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Staffing - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"Interface for management of completions. 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