Options Available in Consignments Action Menu
Options Available for Consignments with Status as UNPROCESSED or IN_PROCESS
1. Mark Received
Description: Confirm the receipt of the inbound consignment in its entirety.
Instructions: Click on the "Mark Received" option. A confirmation prompt will appear. Confirm the action to update the status of the consignment to "Received."
2. Mark Closed
Description: Indicate that the inbound consignment has been processed and no further actions are required.
Instructions: Click on the "Mark Closed" option. A confirmation prompt will appear. Confirm the action to update the status of the consignment to "Closed."
3. Receive Current
Description: Confirm the receipt of the currently viewed items within the inbound consignment.
Instructions: Click on the "Receive Current" option. The system will update the status of the consignment as it is.
To understand the difference between receiving a consignment in its current state, closing it, and marking it as received, please read this article.
Options Available for Consignments with Status as COMPLETED
1. Download Item List
Description: Allows users to download a comprehensive list of items associated with a specific inbound consignment.
Instructions: Click on the "Download Item List" option. The item list will be saved in the designated downloads folder in a PDF format.
2. View Items
Description: Provides a detailed view of all items included in the inbound consignment.
Instructions: Click on the "View Items" option. The list of items within the consignment will be displayed in a new window within the same tab.
3. Audit Trail
Description: Enables users to view a detailed log of all actions and changes made to the inbound consignment, ensuring transparency and traceability.
Instructions: Click on the "Audit Trail" option. A chronological log detailing all activities related to the consignment will be displayed.
Click here to know more.
4. Edit
Description: Modify details of the inbound consignment.
Instructions: Click on the "Edit" option. Make the necessary modifications to the consignment details and ensure to save updates before exiting.
Even though the EDIT option is visible in both COMPLETED and UNPROCESSED consignments, only UNPROCESSED or DRAFT orders can be edited.
If the status of the consignment turns from UNPROCESSED to RECEIVING_STARTED and beyond, then the consignment is not editable.
5. Delete
Description: Remove the inbound consignment entry from the system. Note: This action is irreversible.
Instructions: Click on the "Delete" option. A confirmation prompt will appear. Confirm the deletion to permanently remove the consignment from the system.
6. Add Notes
Description: Append notes or comments related to the inbound consignment for future reference or clarification.
Instructions: Click on the "Add Notes" option. Input your notes in the provided space and save.
7. Download Report
Description: Download a detailed report of the inbound consignment, including item details, source, and timestamps.
Instructions: Click on the "Download Report" option. The report will be saved in the designated downloads folder in your PDF format.