Create and manage Sales Orders and Return Requests to Suppliers in BRAINR when ERP integration is not available (or for specific manual operations).• Create documents, review details, and perform actions (edit, change expected date, ignore items) where allowed. • Use these modules to track shipments and related quality/process information end-to-end.
Important Notes
In many organizations, these operations are managed directly in the ERP and automatically integrated into BRAINR. This manual process is necessary only when integration is not configured or for specific operations.
Integrated documents cannot be edited in BRAINR; changes must be made in the ERP, followed by reintegration.
Be sure to fill in all required fields to avoid validation errors.
Create
On the Homepage, click "Ship Sales Orders" or "Ship Return Orders, " as needed, in the Shipping - Planning section.
After entering the app, view the list of existing orders, pre-filtered for one day prior and one day after the current date. Click "Create Order" in the upper-right corner to start the process.
In creation mode, fill in the following fields. Note that required fields are clearly marked:
Document Type: Type of document to be created (e.g., Sales Order).
Product Type: Category of the product related to the order (e.g., Fresh, Frozen, etc.).
Doc. VNP: Internal documentreference number; when coming from integration, this is the same as the External Code.
Partner Ref. Doc. No.: Sales documentnumber of the customer or partner.
Doc. Date: Document issuancedate .
Delivery Date: Expecteddate and time for delivery of the goods.
Shipping: Shippingmethod or destination (e.g., Customer Delivery, Customer Pickup).
Vehicle and Trailer: Identification of the assigned vehicle.
Route: Route associated with the delivery.
Partner Type, Partner, and Address: Partner information.
We now need to add the materials; we can import them or add them manually. Let’s add them manually.
On the Materials tab, click Add Material.
Select the desired item.
Enter the quantity and unit.
Select the product batch you’ll ship (or create a new one) and fill in the SSCC, if applicable.
Use the Add option to continue or Add and Close to finish.
Click Save to submit the creation and be redirected to the list with a success message. If you wish to discard, click Cancel.
Details
Within the respective list, we can extract various pieces of information
Document Source: Manually created documents will have an "M" in the internal number; integrated documents will have an "S".
External Code: Visible below the internal document number, indicating the ERP reference.
Associated Shipments: Check the "Shipments" column to see if the document already has assigned shipments.
Additional Information: Data on quantities, partner, and route (if applicable).
You can view document details to obtain more information in three ways
Click on the corresponding row.
Use the actions button (3 dots) and select Details.
Click the icon with the serial number and document number.
Within the document, you can view an overview and navigate through the various tabs:
Overview: Key information about the document.
Items: Details of the materials to be shipped
Documents: Associated documents.
Quality: Completed quality controls associated with the document.
Process Flow: Document workflow.
In the upper-right corner, you can also generate a report for the Shipping Document or perform actions directly.
Edit
Documents that come through integration have an ExternalCode. They cannot be edited in BRAINR; this must be done in the ERP and re-integrated.
Click the three dots on a row and select Edit, or access it via the actions button in the details.
In edit mode, you can manage header information (except for the partner), add or adjust materials, and change quantities directly in the items.
Click Save to save or Cancel to discard.
Change Expected Date
Use the three dots or the actions in the details to access the Change Expected Date option.
Select the new date in the modal that appears and click Save.
Ignore
The Skip feature allows you to mark specific or entire items in a document as completed without requiring further processing. When an item is skipped, it remains visible in the document but is automatically moved to the completed status, indicating that no further action is required. This feature is particularly useful for managing exceptions or situations where certain items do not need to follow the normal processing flow.
Access via the 3 dots or actions in the details and click Ignore.
In the modal, choose the items to skip or select all to skip the entire document.
Click Save to confirm or Cancel to discard.
You can then view the details and see that the item is in the document but marked as completed.
