Basic Controls¶

This chapter describes the basic control of the application, i.e. inserting items into HU and using items from HU.

Inserting Items into a Handling Unit¶

It is a process in which items are assigned to an existing or newly created Handling Unit.

Processes that use the insortion into HU using the procedure described below:

Non-bin / Basic bin warehouse
- Receipt of items from a purchase order
- Receipt of items from transfer order (whole HU) (input)
- Receipt of items from the sales return order
- Receipt of items from production (Output journal)
- Receipt of items from production (Production journal)
- Assembly order - receipt of items
- Item Journal - receipt
Directed / Extended bin warehouse
- Receipt
- Put-away without warehouse receipt

Example - Inserting Items into a Handling Unit¶

The following step-by-step guide describe the process of inserting the items into the Handling Unit.

The guide uses the process of receiving items as an example, but the same procedure applies to other processes with the insertion of items into HU, such as when receiving a transfer, when receiving items from a sales return order, etc.

Step 1: Open a standard document.¶

In this example, open the purchase order.

Enter tracking numbers and expiration dates for tracked order items.

Step 2: Open the Handling Units table¶

Highlight the line you want to assign to the HU and select the Handling Units action in the Line menu.

A window for entering the Handling Units for the given purchase order line opens.

The window consists of three panels:

In the top panel are the items of the purchase order line to receive. In this case, each batch has its own line.
Handling Units are selected in the middle panel. Here you can either add existing HUs or create new ones.
The bottom panel shows the contents of the currently selected Handling Unit.

Step 3: Select the Handling Units to which you will assign the items.¶

Items can be added either to an existing HU, or a new one can be created and the items inserted into it.

Add an existing HU

Use the button to assign to an existing HU.

A list of already existing Handling Units with the same HU Type as the purchased items' will open.

Select the unit to which you want to assign the purchased items.

The selected HU is assigned to the middle panel of the table. From there you can assign the received items to the HU.

Creating a New HU

If you want to insert the purchased items into a new unit, click .

After confirming the confirmation message, a new Handling Unit is created, to which the purchased items can be assigned.

Deleting the Selected HU

If you want to remove a Handling Unit from the list, use the Delete Handling Unit function. This does not delete the Handling Unit, only remove it from the list.

Step 4: Insert the items into the Handling Unit.¶

Mark the product lines to be assigned, and mark the Handling Unit to which you want to assign the items. Select the three-dot button next to the line and the Assign to Handling Unit action.

After confirming the confirmation message, enter the quantity you want to assign to the HU.

In a similar way, we assign all purchased items to Handling Units.

After adding to HU, the content of the given HU is displayed in the bottom panel.

Delete an assignment

If you want to remove the quantity assigned to the given unit, use the Remove from Handling Unit action in the bottom panel.

After assigning the items to HU, return to the purchase order and process the other lines of the order.

Step 5: Post the purchase order in the standard way.¶

By posting, the items are received and inserted into Handling Units.

Use (Removal) of Items from a Handling Unit¶

It is a process in which the items are used from the Handling Unit.

Processes that use the procedure for removing items from the Handling Unit described below:

Non-bin / Basic bin warehouse
- Shipping of items on a Sales order
- Delivery of items for Service
- Shipping of items on a Transfer order (output)
- Shipping of items to a Purchase return order
- Assembly order - Item pick
- Consumption Journal
- Item Journal - output
Directed / Extended bin warehouse
- Warehouse delivery
- Withdrawal without stock delivery

Example - Removal (Use) of Items from a Handling Unit¶

The guide uses the process of shipping items on a Sales order items as an example, but the same procedure applies to other processes using the removal of items from HU, such as when shipping on a Transfer order, to a Purchase return order, etc.