This module lets you review and manage Warehouse issue documents. A warehouse issue document records goods leaving the warehouse — for example delivery to a customer, internal use or write-off. The list view gives you access to every document you have created in one place: you can search among them and start the most important actions directly from here (create a new document, close, delete, download, send email, create a delivery note, arrange shipping).
The possible statuses of a Warehouse issue document are: Draft, Closed, Cancellation, Cancelled — the meaning and restrictions of each status are explained in the Frequently asked questions section.
Clicking the Main menu / Stock management / Warehouse issue / List menu item shows every issue document created so far. Above the table, the Actions tab gives you the following buttons for the selected document:
At the right end of the tab row, the Analytics link takes you to the statistics page of warehouse issues, and the clipboard icon copies the contents of the table to the clipboard, for example to paste into a spreadsheet.
Clicking the Search tab above the table reveals the filtering options. The most commonly used fields (e.g. partner company name, document number, currency, status) are shown right away — these may differ depending on the document type. Clicking "Expand" opens further, more detailed filters (e.g. searching by date, by employee, by item number, by project, by job number, by serial number). Use the Search button to apply the selected conditions.
The View and layout tab lets you set how the list is displayed to you:
These settings are saved per user, so they are kept the next time you log in as well.
The panel shown below the list lets you quickly check the details of a selected document without having to open it. The panel contains several tabs:
The panel can be pinned (fixed to a set size) using the icon in its top-right corner, and its size can be adjusted by dragging the divider line at the top of the panel.
The Additional functions tab offers extra options for the selected document that support your daily work:
Right-clicking a document row gives you the same quick actions (open, close, delete, clone, etc.) from a context menu as the Actions tab.
If the issued goods also need to be accompanied by a delivery note, do not enter the items again: select the closed issue document, then use Document management > Delivery note and the system creates the delivery note by carrying over the items. And if you need the document file right after closing, choose Close and download from the arrow next to the Close button — this way you do not have to download it in a separate step.
The default table columns and their meaning:
| Field / Element | Required | Description |
|---|---|---|
| Document number | The unique identifier of the warehouse issue document (e.g. KIV000787/2026). | |
| Document date | The date the document was created. | |
| Performance date | The actual fulfillment date of the warehouse issue. | |
| Partner company name | The name of the partner (customer, recipient) linked to the document — may be left empty for internal use or write-off. | |
| Partner contact person | The name of the contact person on the partner side. | |
| Net value | The total net value of the items listed on the document. | |
| VAT rate | The total VAT amount of the items listed on the document. | |
| Gross value | The total gross value of the items listed on the document. | |
| Currency | The currency used on the document (e.g. HUF, EUR). | |
| Exchange rate | The exchange rate applied on the document, if it was not created in the company base currency. | |
| Colleague | The name of the colleague who created the document. | |
| Status | The current status of the document (Draft, Closed, Cancellation, Cancelled). |
The set of visible columns can be customized under View and layout > Columns — the list above shows the default view.
The columns of the Items tab in the preview panel and their meaning:
| Field / Column | Required | Description |
|---|---|---|
| Name | The name of the product on the item line. | |
| Item number | The product unique item number, which can also be used to identify it in the product master data. | |
| Gross weight | The total gross weight of the item (quantity multiplied by unit weight), calculated from the unit weight recorded in the product master data. | |
| Quantity | The quantity of the product issued from the warehouse, in the product unit of measure — may be a fractional number, depending on the master data setting. | |
| Net unit price | The net price per unit of the product on the document. | |
| Action | Quick actions for the row (e.g. opening or editing the item) — only editable after opening the document; in the preview panel it is view-only. |
Only documents in Draft status can be closed, and only documents in Draft or Closed status can be deleted — documents in Cancellation and Cancelled status can be neither closed nor deleted. Because closing also finalizes the stock movement, the warehouse stock is reduced by the issued quantity at this point. If closing stops with an error message, read the message, check the items of the document (warehouse, location code, serial/lot number), and try again.
These actions are only available for documents in Closed status (or beyond), because until then the issue can still change. For a document in Draft status you can use Download > PDF preview and the XLSX exports — if you need the final copy, close the document first (even with the Close and download option). Also make sure the row is selected in the table, because without a selection the buttons are not active.
This happens when the issue document is not linked to an external partner (e.g. a customer), but instead records an internal warehouse movement — for example internal use or write-off. In these cases the partner fields are not required, so they remain empty.
Document management creates another document (a delivery note or a copy) based on the items of the selected issue, so it extends the warehouse and accounting documentation. Transport organization, on the other hand, does not create a document but a parcel label, or opens the list of parcel labels already recorded — so it helps prepare the actual transport of the issued goods.
Filter the list down to the documents you need on the Search tab, then use Download > XLSX list to export the entire, currently visible list into a spreadsheet — even without selecting anything. If you also need the items, use the XLSX item list option.
The Warehouse issue module only appears under Main menu / Stock management if it is assigned to your user. If you do not see it, ask your system administrator to check the module assignment in your user settings.
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