Manage Shipping Forms and Return Forms in BRAINR by reviewing details and performing key actions on completed or in-progress documents. • View slip details, start/continue picking, reverse documents, or create return orders when applicable. • Access packing lists, add notes, reopen documents (when allowed), and diagnose integration issues.
On the Homepage, select the "Shipping Forms" or "Return Forms" module in the Shipping History section.
The module contains a list of all shipping or return slips, pre-filtered to display data for the current day. You can change the filters at the top to view slips from specific periods or based on specific criteria.
Click directly on the waybill row to view details or on the three dots to access the following actions:
Details: Displays complete information about the slip, such as the document number, products shipped or returned, quantities, values, and shipping or return dates, as well as the status history.
Picking: Allows you to start or continue picking on a shipping guide in the Pending or In Progress statuses, ensuring proper preparation of the items.
Reverse: Cancels the shipping document and returns the quantities to stock. Available only for documents in the Completed status; confirmation is required.
Create Return Order: Generates a return order based on the products in the shipping document. Ideal for correcting errors or processing customer returns, applicable to completed documents.
Packing List: Allows you to view the list of items and tare weights associated with the shipping document, providing details on volumes and packaging.
Notes: Adds or views notes related to the waybill.
Reopen Document: Reopens the waybill for adjustments or corrections to already completed documents, facilitating the management of errors or necessary changes.
Integration: Accesses the list of integrations with errors related to the ERP or external systems, allowing you to diagnose and correct synchronization failures.
If a document is in the “Completed” status, you can reopen it only if it has not yet been integrated with the RP, meaning it does not yet have an external document number.