Receptions

The Receptions section, within the Operations module, lets you manage document types used for warehouse receptions.

You can view, create, edit, and delete document types, and define the operation types in which each document is available.

In this guide

• View the Documents list
• Create a Document Type
• Complete its general information
• Configure its behavior
• Complete the configuration

General workflow

1. View or search reception document types from the main list.
2. Select Create Receptions.
3. Enter a name and code, and select the applicable operation types.
4. Set whether the document is required, visible in the Portal, and active.
5. Select Create to save the document type.

Documents List

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

Figure 1. Reception document types list

List 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.

List Actions

Search

Finds document types in the list.

Create Receptions

Starts the registration of a new reception document type.

Edit

Modifies an existing document type's configuration.

Delete

Deletes a registered document type.

Create Document Type

The Create Receptions option opens a form for registering a document type and defining when it is available.

Figure 2. Reception document type creation form

General Information

Name

Enter a name to identify the document type.

Code

Enter a code to identify the document type.

Operation Types

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

Order

Define the document type's display order.

info

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

Configuration

Required

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

Visible in Portal by Default

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

Active

Defines whether the document type is enabled for use.

info

Name and Code are required fields.

Actions

Create

Saves the document type and completes its creation.

Create and Create Another

Saves the current document type and starts a new one.

Cancel

Closes the form without creating the document type.

Complete the Configuration

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