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How do I record goods leaving for a customer?

Create a Warehouse Release for the customer, fill the collecting carrier and driver, add a line per item and batch with the quantity and the zone it came from, and Save. The system does not check that the customer has that much in the warehouse.

Screen
Warehouse Release (3PL Warehouse › Release)
Who
The dispatch clerk
Takes effect
On save

Before you start​

  • Check outside the system that the customer has the goods: no screen shows a 3PL balance.

Steps​

  1. Open Warehouse Release (3PL Warehouse › Release › Warehouse Release) and press New.
  2. Fill the header: Transaction, Transaction Date, Transaction Time and Customer. Put the customer's release order number in Customer Reference.
  3. On Carrier, the collecting carrier and driver. On Entities, the Consignee if the goods go to the customer's own client.
  4. On Basic Data, add a line per item and batch with Unit, Movement Quantity, Batch/Serial Number, Warehouse and Warehouse Zone.
  5. Save, then print the Warehouse Release (Form) for the driver.

Check it worked​

  • The release prints with every line.

If something looks wrong​

  • The release saved although the goods were never received. Expected: nothing links releases to receipts. Edit or Delete the wrong release.
  • "Basic Data - Line ID: ... - Batch Number cannot be empty" - the item needs a batch.