WMS - Document Group

When a Client uploads a Sales Order (“Load Sales Orders” and “Load Web Sales Orders” services) and sets a “DocumentIdentifier”, it fills up the “Order Document Identifier” table which will identify document templates they want to use for each order or dispatch.

Create Document Group

1. Navigate to Admin → Document → Document Group

2. Click “Create New” button

3. Select Client

4. Enter Document Identifier

5. Click SAVE button

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Assign Documents to a Group

1. Click Assign Document Management (arrows) icon

2. To ADD: Select documents in the right pane and Click “Add” button

3. To REMOVE: select documents in the left pane and Click “Remove” button

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