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Operation Types

The Operation Types section, within the Operations module, lets you create and manage the types used in warehouse operations.

Each operation type belongs to an operation group and defines which information is managed during the operational process.

In this guide​

General workflow​

  1. View or search operation types from the main list.
  2. Select Create Operation Type.
  3. Enter a name, select an operation group and classification, and define a sequence prefix.
  4. Choose which additional information the type will manage.
  5. Select Create to save it.

Operation Types List​

The list displays registered operation types and their main information. You can switch between All and Archived records.

Operation Types list

Figure 1. Operation Types list

List Information​

Name

Identifies the operation type within the system.

Type

Indicates the classification assigned to the operation type.

Group

Indicates the associated operation group.

Warehouse

Indicates the warehouse associated with the operation group.

List Actions​

Search

Finds operation types in the list.

Group By

Organizes records using the available criteria.

Create Operation Type

Starts the registration of a new operation type.

Edit

Modifies an existing operation type's configuration.

Delete

Deletes a registered operation type.

Create Operation Type​

The Create Operation Type option opens a form for registering a new type and defining its settings.

Create Operation Type

Figure 2. Operation Type creation form

General Information​

Operation Type (Name)

Enter a name to identify the operation type.

Operation Group

Select the group associated with this type.

Operation Type (Classification)

Select the classification for the operation type.

Sequence Prefix

Define the prefix used for this operation type's sequence.

info

Operation Type (Name), Operation Group, Operation Type (Classification), and Sequence Prefix are required fields.

Information​

The Information section defines which additional data is managed in operations of this type.

Manage Consignee

Enables the management of consignee information.

Manage Arrival Information

Enables the management of arrival information.

Manage Dispatch Information

Enables the management of dispatch information.

Actions​

Create

Saves the operation type and completes its creation.

Create and Create Another

Saves the current type and starts a new one.

Cancel

Closes the form without creating the type.

Complete the Configuration​

Once created, the operation type is available in the main list for viewing and management.