WMS - Document Management

Navigate to Admin → Document → Document Management

1. Document Management Setup:

   • Document Management feature allows users to configure which documents a Client is using within a distribution center (DC).

   • This setup ensures that the correct documents are associated with each client’s activities in the warehouse.

2. System-Generated Documents for Waves:

   • By default, if a client is using either the Integrated Dispatch Note or the Integrated Empty Dispatch Note, the documents required for a wave will be system-generated.

   • Specifically, the system will automatically create these documents for the wave, ensuring that they are available when needed.

   • Until these documents are generated by the system, the manual print buttons for the wave will be disabled.

3. Automatic Use of System-Generated Documents:

   • If a client is using the Integrated Dispatch Note or the Integrated Empty Dispatch Note document type, the WMS will automatically use system-generated documents for waves.

   • This approach streamlines the process and ensures consistency across different waves.

   • The reason behind this automatic usage is to support printing different document types using the Multi Tray printer. Each document type may need to be printed in a specific tray, and the system handles this automatically.

Add New Document Type

1. Navigate to Admin → Document → Document Management

2. Click “Create New” button

3. Select Client

4. Select Document Type

5. Print On Wave Release
   If set to "Yes", then the selected document type will automatically be printed when the pick wave is released for this client.

6. Auto Generate
   If set to "Yes", then the selected document type will automatically be created as soon as a dispatch is created for a sales order.

7. Select Document Barcode and Document Page Size

8. Enter Template code, Custom Footer ID, Custom Returns ID

9. Click SAVE button

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