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Receptions

The Receptions section allows you to manage the document types used in warehouse receptions within the Operations module.

From this configuration, you can view, create, edit, and delete document types, as well as define the operation types in which they will be available.

Reception document types list

Figure 1. Reception document types list

Documents List

The list displays the document types configured for receptions and their main information.

#

Indicates the order assigned to the document type.

Code

Identifies the document type within the system.

Name

Indicates the name assigned to the document type.

Operation Types

Indicates the warehouse operation types in which the document is available.

Required

Indicates whether the document type is configured as required.

System

Indicates whether the document type is managed by the system.

Portal

Indicates whether the document is visible in the Portal by default.

Active

Indicates whether the document type is enabled for use.

Available Actions

Search

Allows you to locate document types within the list.

Create Receptions

Allows you to register a new document type for receptions.

Edit

Allows you to modify the configuration of an existing document type.

Delete

Allows you to delete a registered document type.

Create Document Type

The Create Receptions option allows you to register a new document type and define the conditions under which it will be available.

Reception document type creation form

Figure 2. Reception document type creation form

General Information

Name

Allows you to enter the name used to identify the document type.

Code

Allows you to enter the code used to identify the document type.

Operation Types

Allows you to define the warehouse operation types in which the document will be available.

Order

Defines the display order of the document type.

info

If Operation Types is left empty, the document applies to all operation types.

Configuration

Required

When enabled, the document is automatically created for each new reception according to the configured operation type.

Visible in Portal by Default

Defines whether the document will be visible in the Portal by default.

Active

Defines whether the document type will be enabled for use.

info

The Name and Code fields are required.

Actions

Create

Saves the document type and completes the creation process.

Create and Create Another

Saves the current record and starts the creation of a new one.

Cancel

Closes the form without creating the record.

Complete the Configuration

Once created, the document type becomes available for receptions according to the operation types defined in its configuration.