Barcode collector list

This module lets you review and manage Barcode collector documents. A barcode collector document (a collector for short) is the basis for preparing and tracking warehouse movements — Goods receipt, Goods issue and Relocation — done with a mobile data collector device (for example with the Logzi Picklist app): it records which items, in what quantity and from which location code or pallet have to be moved, while the status of the document shows how far the task has progressed. The list gives you one place to reach all collectors, search among them and start the most important operations directly (new document, closing, status change, deletion, download, sending e-mail, transport organization, packing and check).

• Clear list: documents appear in a paged table, and the columns can be freely selected (for example document number, type, partner, status, order-related data).
• Status-driven quick actions: depending on the state of the selected collector, the Ready to ship, Shipped, Prepared, Ready to pack, Ready for pickup and Picked up buttons become active, so you can move a document forward without opening it.
• Filtered views: the menu has separate items for Items ready to ship, Items not ready to ship, Items ready for pickup, Prepared items, Relocation tasks and Items ready to pack — the same screen with a preset filter.
• Preview window: below the list, the items, related documents and location codes of the selected document are visible immediately.

The possible states of collector documents are: Draft, Closed, Cancellation, Cancelled, Ready to ship, Shipped, Awaiting preparation, Prepared, Ready to pack, Ready for pickup, Picked up and Not ready to ship. By default the List does not contain documents in the Not ready to ship state; you will find them in the Items not ready to ship view. The meaning of the states and the related actions are explained in the steps and in the Frequently asked questions.

1. Viewing the list and the actions available for documents

Click Main menu / Stock management / Barcode collector / List to see all collectors created so far. Above the table, the buttons on the Actions tab let you work with the selected document:

• New: create a new barcode collector document on an empty form (see the Barcode collector document guide).
• Open: open the detailed view of the selected document to manage its items and header data.
• Close: close the document — available only for Draft documents. Closing checks the stock rules; a Goods issue collector then becomes Ready to ship, while Goods receipt and Relocation collectors become Closed. The arrow next to the button lets you combine closing with printing (Close and print) or downloading (Close and download).
• Delete: delete the document. A confirmation window lists the documents related to the collector (with total and paid amounts), and here you decide whether the related Delete proforma invoice and Delete customer order actions should be performed too; you can also add a comment. Behind the arrow, Delete and copy creates a copy in addition to deleting.
• Cloning: create a new document based on the data of the selected one.
• History: view the history related to the selected document.
• Ready to ship, Shipped, Prepared, Ready to pack, Ready for pickup, Picked up: set the status of the document to the next step of the process (details in the Frequently asked questions).
• Send email: send the document by e-mail — available from the Closed state (or any later state).
• Download: the List operation block downloads the whole list (XLSX list, XLSX item list), the Document operation block the data of the selected document (XLSX items, XLSX serial number list, PDF, PDF preview, Download attachments). The final PDF can be created from a closed document, while the PDF preview also works for a draft.
• Print: print the Product label and the Document.
• Document management: create a new document from a closed collector: Warehouse receipt, Warehouse issue, Stocktaking, Invoicing, Retail sales, Incoming invoices, Incoming delivery note, Delivery note, or Cloning.
• Transport organization: manage the parcel labels of the document — New parcel label creates a new label, Parcel labels lists the existing ones.
• Packing and check: start the packing and checking process of a Ready to pack or Ready for pickup collector (see the Packing and check guide).

2. Document management and transport organization from the list

The drop-down menu of the Document management button offers the documents you can continue with (stock, invoicing, delivery note) in groups, while Transport organization creates not a document but a parcel label for the selected collector. At the end of the row, the Packing and check button starts the packing process.

3. Searching among documents

On the Search tab you can set the filter conditions. The fields visible right away are: Document number, Status, Type (Goods receipt, Goods issue, Relocation), Order shipping method and Parcel label. The “Expand” button opens further filters: the creation date (from, to), Colleague, Item number, Name, Product manufacturer, Project, Job number, Department number, Pallet code, Location code, External webshop status and External webshop identifier. Use the Search button to filter; the save icon next to it stores the search (the list then loads in the saved state), and the delete icon restores the full list.

4. Customizing the view

On the View and layout tab you can set how the list is displayed for you:

• Columns: choose which fields appear in the table. In the window the order of fields can be changed by dragging, fields can be ticked in the Active column, and the Select all, Deselect all and Default buttons quickly restore the view; the change is stored with Save.
• Rows: set how many documents appear on one page.
• Sorting: choose by which column and in which direction the list is sorted by default.
• Preview window: switch the preview panel below the list on or off and configure it.
• Interface and behavior: other display settings of the list.

The settings are stored per user, so they are kept the next time you sign in.

5. The preview window

In the panel below the list you can view the details of the selected document without opening it:

• Items: name, item number, quantity and net unit price of the products on the collector.
• Related documents: other documents linked to the collector (for example the customer order or the invoice created from it).
• Location codes: warehouse, location code and pallet data of the items.

6. Filtered views from the menu

Under Main menu / Stock management / Barcode collector, besides the List, further menu items open the same list screen with a preset filter, without separate pages. The filter can be changed freely on the Search tab:

• Items ready to ship: goods issue collectors in the Ready to ship state.
• Items not ready to ship: goods issue collectors in the Not ready to ship state — those for which an error was reported during packing.
• Items ready for pickup: goods issue collectors in the Ready for pickup state.
• Prepared items: collectors in the Prepared state.
• Relocation tasks: Relocation type collectors in the Closed state.
• Items ready to pack: goods issue collectors in the Ready to pack state.

Additional functions

On the Additional functions tab you will find extra options for the selected document:

• Sent items: view the e-mails sent earlier for the document.
• New email: write a new message using the External mail client or the Internal mail client.
• New task: create a task related to the document.
• Partnerkarton: the detailed card of the partner on the document.
• CRM: view the CRM notes of the partner.
• Box/crate and location code modification: replaces the box/crate (pallet) and location code of all items of the selected goods issue at once. Note: the entered value applies to every item.
• Reference documents modification: subsequent modification of the reference numbers of the selected document (Customer order number, Supplier order number, Incoming invoice number, Incoming delivery note number).

Right-clicking a row of a document opens the same quick actions from a context menu.

The columns of the default table and their meaning (note: the column names of this list are displayed in Hungarian in the Columns window; the translated names are used here):

The set of visible columns can be customized under View and layout > Columns — the list above shows the default view. Among others the Logged-in colleague, Incoming delivery note number, Incoming invoice number, Document date, Document type and Box code columns can also be selected.

The columns of the Items tab of the preview window and their meaning: