Documents - Inventory
by Viindoo
| Lines of Code | 257 |
| Technical name | viin_document_stock |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/16.0/viin_document_stock |
| Read description for | v 14.0 v 15.0 v 17.0 |
| Required Apps | Discuss (mail) Inventory (stock) |
| Included Dependencies | Viindoo Base Documents Management Token Expiration |
Demo video: Documents - Inventory
Problem
While operating the inventory process, you have lots of scanned and attached documents on the ERP System and can't organize, or divide them into different folders such as signed receipts or delivery orders.
Solution
This Document management app will help you to manage all documents related to your inventory process. This module will create sample data for workspace, team, tag, action and document generation rules.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_document_stock.
- Press Install.
Instruction
Default Data
After you install the app, the system will auto-create the following data:
- Actions: The Mark Picking as Ready, Mark Picking as Done actions along with the corresponding action type (Add/replace tags).
- Teams: The Inventory team is auto-created allowing you to give a group of users who don't have the inventory access right the permission to view the document relate to the inventory activities, e.g. sales employee can view the attached inventory receipt.
- Tag: The files and links in the Document app can be categorized with tags and tag categories.
- Workspaces: The Inventory workspace is auto-created to contain the inventory-related documents.
- Document Generation Rule: The Transfer rule is auto-created and attached with the most commend used actions in inventory as well as the default access rights for the inventory access right groups.
Note: You can create other document generation rules as well.
How it works
1. Upload documents onto the system
Navigate to Inventory > Operation > Transfer, select an inventory transfer that needs attachments. E.g. you need to attach a receipt that has the partner's signature. On the chatter section, select the Pin icon and press Add attachments to attach the receipt it can be a pdf file, docs, images, etc. You can learn more detail about this by referring to the Upload documents from chatter section article.
2. Check the attached document
After you attach the documents to the inventory transfer, enter the Documents app, select the Inventory workspace, you will see the attached document appear in this workspace. Select a document, the right section on the screen will show the pre-set actions. To learn how to use the actions on documents, refer to Document approval.
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