Create and manage Sales Shipments and Purchase Returns in BRAINR, whether created manually or derived from existing documents.• Create shipments/returns from Sales Orders or Return Requests (recommended) or create them manually from the module. • Review details (items, docs, quality, process flow) and manage the transportation organization and shipping documentation. • Edit quantities when allowed, and ignore items/documents when processing is not required; follow ERP integration rules for updates.
Important Notes
Document Structure: Sales Shipments and Purchase Returns in BRAINR depend on the document structure configured by the organization.
Rule Settings: Currently, BRAINR supports one or multiple sales shipments for a single Sales Order. This depends on the organization’s configuration, with the same principle applying to returns.
Each sales shipment generates a Shipping Guide (documents used for picking during shipping).
It is important to note that each Shipping Guide will be converted into the official documentation accompanying the goods (invoice, shipping guide, etc.), in accordance with the specifications defined for each customer.
This model allows for flexibility in processing, adapting to the specific needs of the shipping and invoicing operation, ensuring that documents are properly linked and tracked in the operational workflow.
Updates to the Sales Order:
A shipment reflects the current status of the Sales Order at the time it is generated.
Changes to the Sales Order must first be made in the ERP, then reintegrated into BRAINR before generating a new shipment.
Each new shipment generated after changes results in a new shipping document.
If the Sales Shipment already has an associated Shipping Guide:
Quantities: must be adjusted manually in BRAINR.
New items: require the creation of a new shipment.
ERP-BRAINR Integration: Please note that integration between the ERP and BRAINR may not be immediate, depending on the organization’s settings and synchronization workflow.
Transportation Organization: If the shipment does not have an associated transportation organization, you can start Picking directly.
Create
There are two ways to create the respective documents:
From an existing document: Use the feature to create shipments directly from a Sales Order or a Return Request, accessible via the three dots next to the document in the list. This is the fastest and most efficient workflow.
Manual creation: Access the "Ship Sales Shipments" or "Purchase Returns" modules. In the upper right corner, click "Create Shipment" or "Create Return. "
The standard workflow is to create from a document, which is what we will follow and cover
In the list of Sales Orders or Return Requests, click the three dots and select "Create Shipment" or "Create Return. "
After selecting "Create Shipment, " the user is redirected to the shipment generation page, where the following is done:
Item Selection: Select all items or make an individual selection.
Editing Quantities: You can adjust the quantities before confirming.
Click "Save" to generate the shipment or "Cancel" to discard it.
After generating the shipment, the source document (Sales Order or Return Request) will indicate that a shipment is already associated with it. This status is displayed directly in the document list.
View
Within the respective list, you can view various details.
Document Source: Manually created documents will have an "M" in the internal number; documents created from a Sales Order or a Return Order will have an "S".
Source Document and External Code: If linked to another document, an external code is visible below the Source Document number, indicating the ERP reference.
Associated Shipping Guides: Check whether the document already has shipping guides assigned in the "Picking" column.
Transportation Organization: Identify the shipment it is associated with in the “Shipment No.” column.
Additional Information: Data on quantities, partner, and route (if applicable).
You can access the document details to view 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
Transportation Organization: Details of the transportation organization associated with the shipment
Documents: Associated documents.
Quality: Completed quality controls associated with the document.
Process Flow: Document workflow.
In the upper right corner, you can also generate/export a Shipping Document report or perform actions directly.
Edit
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) and edit the quantities of the items to be shipped.
Click Save to save or Cancel to discard.
Ignore
The Ignore feature allows you to mark specific items or the entire document as completed without requiring further processing. When an item is ignored, 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 the 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.