In this article
Documents must be created in the LS Central BackOffice. Each document is part of a purchase, sales, or transfer order.
There are two types of documents, picking or receiving documents:
- Picking document is a sales order, sales order (create), purchase return order, or transfer order.
For a full list of the Picking Menu and its sub-menus see Action and Menu List. -
Receiving document is a purchase order, purchase order (create), sales return order or transfer order.
For a full list of the Receiving Menu and its sub-menus see Action and Menu List.
A list document shows you what items are in the document, whereas the blind and create documents do not show you any items. A warning is given when you try to send a blind document and the quantity entered does not match the quantity in document; at this point you can request a recount.
To identify a document you must go through a selection process where you can filter on location, customer, vendor, or active documents. You can also scan items to identify the document. During the selection process, the mobile device must be online, but once the document has been downloaded you can work offline until the document is ready to be sent to LS Central. The document can be saved to a local database and sent later.
The table below is an overview of available document menu items:
| Menu item | Description |
|---|---|
| Active document filter | Shows all locations, customers, or vendors who have active documents in the in selected group. |
| Customer/Vendor/Location filter | Shows a list of all the customers, vendors, or locations. When you select one, all the active documents connected to that particular one is displayed. |
| Blind documents | Shows the selected document with all its items hidden from the user. |
| Create documents | Empty documents where you fill in all the data for the items. |
| Document search | Lets you search for a document by the document number. |
Adding an item to document
There are two ways to add an item to a worksheet:
- Scanning a barcode.
- Through the item search in the document.
When you add an item, if the item has variants and the variant is not included in barcode, the app asks user to select a variant. The app then opens pop-up windows asking you to enter a quantity for that item, unless that document type has quick scan turned on.
Sending a document
There are two ways to send documents:
- Inside the document, tap Send in the top-right corner.
- In unsent documents, tap Send All at the bottom of the display.
Unsent documents
Code: UNSENTDOCS
Shows all documents on the device that have been modified, but not sent yet.
