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Actions

Written by Borja

Description

Localization

Role

Add / delete tag

Add, remove, or edit custom tags for orders, products, inbound, documents, or groups.

  • Products table

  • Product details

  • Inbound table

  • Inbound details

  • Overview details

  • Orders table

  • Order details

  • Documents table

  • All roles

Add comment

Internal note in the timeline of an order, inbound, or product.

  • Product details

  • Inbound details

  • Order details

  • Track & trace table

  • All roles

Export Excel

Download information registered in Crowdsender—whether groups, boxes, or products—in an xml file to your browser.

  • Overview details

  • All roles

Download Excel

Download order info in an xml to the browser.

  • Overview details

  • Picking list (With WMS)

  • Orders table

  • Track & trace table

  • All roles

Picking list

Detail of the products needed to make a group of orders and record of all the actions needed to make each box.

  • Overview details

  • All roles

Download list

Download product info in an xml to the browser.

  • Picking list (No WMS)

  • All roles

Preparation list

Download order info in an XML to the browser.

  • Orders table

  • All roles

Download documents

Download documents associated with a group or order in an XML file to the browser.

  • Documents table

  • All roles

Scanner header icon

System for validation stations that allows barcode scanning, viewing content, printing documentation for each box, and marking boxes as prepared.

  • Header

  • Viewer (View only)

  • Collaborator

  • Manager

  • Administrator

Start preparation

Closes the group, generates the necessary documentation to process the orders, and blocks any changes to the orders.

  • Overview details

  • Picking list (With WMS)

  • Orders table

  • Collaborator

  • Manager

  • Administrator

Generate label

Request the order label from the courier.

  • Overview details

  • Orders table

  • Order detail

  • Collaborator

  • Manager

  • Administrator

Print traceability labels

Send the traceability labels to the printer plugin.

  • Overview details

  • Picking list (With WMS)

  • Collaborator

  • Manager

  • Administrator

Scan collected bin

Notify the system by scanning the bins that will be used for the preparation of the boxes.

  • Picking list (With WMS)

  • Collaborator

  • Manager

  • Administrator

Mark as collected

Notify the system the bins that will be used for the preparation of the boxes.

  • Picking list (With WMS)

  • Collaborator

  • Manager

  • Administrator

Launch a bin

Notify the system about the bin in use for preparation.

  • Picking list (With WMS)

  • Collaborator

  • Manager

  • Administrator

Packing display

Box preparation system that displays the contents and documentation to be entered for each box.

  • Overview details

  • Picking list (With WMS)

  • Collaborator

  • Manager

  • Administrator

Release this from the group

Notify the system to remove a box from preparation in the Packing Display.

  • Packing display

  • Collaborator

  • Manager

  • Administrator

Mark as prepared

Notify the system that an box is ready to be picked up by the courier.

  • Overview details (Only Manager & Administrator)

  • Picking list (With WMS) (Only Manager & Administrator)

  • Order details

  • Track & trace table

  • Packing display

  • APP

  • Collaborator

  • Manager

  • Administrator

Mark as dispatched

Notify the system when a box or shipping bin has been picked up by the courier.

  • Overview details (Only Manager & Administrator)

  • Picking list (With WMS) (Only Manager & Administrator)

  • Order details

  • Shipping bins table

  • Track & trace table

  • APP

  • Collaborator

  • Manager

  • Administrator

New shipping bin label

Add a new shipping bin to the system.

  • Shipping bins table

  • Collaborator

  • Manager

  • Administrator

Close shipping bin

Notify the system that an shipping bin is ready to be picked up by the carrier.

  • Shipping bins table

  • APP

  • Collaborator

  • Manager

  • Administrator

Add box in Shipping bin

Assign boxes to a shipping bin.

  • APP

  • Collaborator

  • Manager

  • Administrator

Merge shipping bins

Merge two shipping bins containing different boxes into a single bin.

  • APP

  • Collaborator

  • Manager

  • Administrator

Delete shipping bin

Remove shipping bin with no boxes.

  • Shipping bins table

  • Collaborator

  • Manager

  • Administrator

Reopen shipping bin

Revert the action of a closed shipping bin.

  • Shipping bins table

  • APP

  • Collaborator

  • Manager

  • Administrator

Edit dispatch (Shipping bins)

Modify the temperature or the date and time of a shipped shipping bin.

  • Shipping bins table

  • Collaborator

  • Manager

  • Administrator

Movements (Inventory)

Allowed actions on a product’s bins or lots.

  • Inventory details

  • Collaborator

  • Manager

  • Administrator

Modify inbound (Inventory)

Add or remove bins from an inbound.

  • Inventory details

  • Collaborator

  • Manager

  • Administrator

Activate/deactivate bin

Notify the system that the bin is available or not for use in box preparation.

  • Inventory details

  • Collaborator

  • Manager

  • Administrator

New inbound

Add a new inbound that must be processed in the system.

  • Inbound table

  • Collaborator

  • Manager

  • Administrator

Receive (Inbound Detail)

Notify the system that the truck for an inbound has arrived at the warehouse.

  • Inbound details

  • Collaborator

  • Manager

  • Administrator

Validate (Inbound Detail)

Notify the system that products will actually be added to the inventory of an inbound.

  • Inbound details

  • Collaborator

  • Manager

  • Administrator

Complete (Inbound Detail)

Notify the system that the inbound is closed and no more products will be validated in that inbound.

  • Inbound details

  • Collaborator

  • Manager

  • Administrator

Edit supplier (Inbound Detail)

Modify the information of the carrier handling the shipment of an inbound.

  • Inbound details

  • Collaborator

  • Manager

  • Administrator

Edit delivery details (Inbound Detail)

Modify basic information related to an inbound, such as destination, date, etc.

  • Inbound details

  • Collaborator

  • Manager

  • Administrator

Add a product (Inbound Detail)

Add extra products not planned during inbound creation.

  • Inbound details

  • Collaborator

  • Manager

  • Administrator

Edit expected quantity (Inbound Detail)

Edit the quantities before receiving the goods into the warehouse

  • Inbound details

  • Manager

  • Administrator

Upload delivery note (Inbound Detail)

Upload to the system a note from the inbound load record.

  • Inbound details

  • Collaborator

  • Manager

  • Administrator

Upload load photo (Inbound Detail)

Upload an image of the load condition once it has been received at the warehouse.

  • Inbound details

  • Collaborator

  • Manager

  • Administrator

Print (Inbound Detail)

Send the bin label for that inbound to the printer plugin.

  • Inbound details

  • Collaborator

  • Manager

  • Administrator

Delete (Inbound Detail)

Remove a delivery note from the system.

  • Inbound details

  • Collaborator

  • Manager

  • Administrator

New order

Add a new shipment that must be processed in the system.

  • Order details

  • Manager

  • Administrator

Upload CSV

Add new multiple shipments that must be processed in the system from an external file.

  • Order details

  • Manager

  • Administrator

Change send date

Update the send date of the order.

  • Overview details

  • Picking list (With WMS)

  • Orders table

  • Order details

  • Manager

  • Administrator

Change courier

Update the courier of the order.

  • Overview details

  • Picking list (With WMS)

  • Orders table

  • Order details

  • Manager

  • Administrator

Change pickup warehouse

Update the pickup warehouse of the order.

  • Orders table

  • Manager

  • Administrator

Change arrival date

Update the arrival date of the box.

  • Order details

  • Track & trace table

  • Manager

  • Administrator

Edit product

Add, delete or replace products to an order. (WMS required)

  • Overview detail

  • Orders table

  • Order detail

  • Manager

  • Administrator

Cancel order

Cancel the shipment.

  • Overview details

  • Picking list (With WMS)

  • Orders table

  • Order details

  • Manager

  • Administrator

Remove error labels

Clear the group by removing orders with courier label errors and keeping only the correct orders.

  • Overview details

  • Picking list (With WMS)

  • Manager

  • Administrator

Remove from preparation

Exclude specific orders or groups from preparation that will not be processed.

  • Overview details

  • Picking list (With WMS)

  • Orders table

  • Manager

  • Administrator

Delete label

Undo the generated label. Order status changes to Registered.

  • Orders table

  • Order details

  • Manager

  • Administrator

Mark as finished

Forced update to mark orders as completed. Order status changes to completed.

  • Orders table

  • Order details

  • Manager

  • Administrator

Reactivate order

Changes the order status from Cancelled to Registered.

  • Orders table

  • Order details

  • Manager

  • Administrator

Delete order

Remove orders from the system.

  • Orders table

  • Order details

  • Manager

  • Administrator

Add a box (Order detail)

Add a box, including its contents, to an order.

  • Order details

  • Manager

  • Administrator

Edit box (Order detail)

Action to upload information of a box in an order, related to its weight, dimensions, and other details.

  • Order details

  • Manager

  • Administrator

Edit Destination address (Order detail)

Modify the destination information for handling the shipment of an order.

  • Order details

  • Manager

  • Administrator

Edit Pickup warehouses (Order detail)

Modify the origen information for handling the shipment of an order.

  • Order details

  • Manager

  • Administrator

Edit Delivery details (Order detail)

Modify basic information related to an order, such as courier, send date, etc.

  • Order details

  • Manager

  • Administrator

Delete documents

Remove documentation from the system.

  • Documents table

  • Manager

  • Administrator

Cancel inbound

Cancel the inbound.

  • Inbound table

  • Inbound details

  • Manager

  • Administrator

New product

Add a new product to be processed in the system in future orders.

  • Products table

  • Administrator

Edit product file

Update product information in the system catalog.

  • Products table

  • Administrator

Delete product

Remove product from the catalog.

  • Products table

  • Administrator

Revert preparation

Undo marking a box as prepared.

  • Track & trace details

  • Order details

  • Administrator

Revert dispatch

Undo marking a box as dispatched.

  • Track & trace details

  • Order details

  • Administrator

Restore previous labels

Retrieve the previous tracking for a box that has been reissued with a new label or deleted.

  • Track & trace details

  • Orders table

  • Order details

  • Administrator

Other actions:
Only the administrator role can modify account settings, such as adding new users, adding rules, adding courier contracts, adding warehouses, and adding boxes, among others.

Overview detail

Pending to start

Label failed

In preparation

Pending dispatch

Completed

All

Export Excel

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Start preparation

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Picking list

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Download list

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Change send date

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Change courier

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Edit product

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Download Excel

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Cancel order

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Generate label

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Remove error labels

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Print traceability labels

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Packing display

❌

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❌

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Mark as prepared

❌

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❌

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❌

Mark as dispatched

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❌

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Remove from preparation

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❌

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Go to documents

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Add / delete tag

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Picking list (WMS)

Pending to start

Label failed

In preparation

Pending dispatch

Completed

Start preparation

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❌

❌

❌

Change send date

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❌

❌

❌

Change courier

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❌

❌

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Download Excel

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Cancel order

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❌

❌

Generate label

❌

✅

❌

❌

❌

Remove error labels

❌

✅

❌

❌

❌

Print traceability labels

❌

❌

✅

✅

✅

Packing display

❌

✅

✅

✅

✅

Mark as prepared

❌

✅

✅

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✅

Mark as dispatched

❌

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Remove from preparation

❌

❌

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Go to documents

❌

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Scan collected bin

❌

❌

✅

✅

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Mark as collected

❌

❌

✅

✅

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Launch a bin

❌

❌

✅

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Orders table

Inbound Order

Label failed

In preparation

Shipped

Delivery Incident

Cancelled

Completed

All

Upload CSV

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New order

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✅

Start preparation

✅

✅

❌

❌

❌

❌

❌

❌

Generate label

✅

✅

❌

❌

❌

❌

❌

❌

Add / delete tag

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✅

✅

Change send date

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✅

❌

❌

❌

❌

❌

Change arrival date

✅

✅

✅

✅

✅

❌

❌

❌

Change pickup warehouse

✅

❌

❌

❌

❌

❌

❌

❌

Change courier

✅

❌

❌

❌

❌

❌

❌

❌

Edit product

✅

❌

❌

❌

❌

❌

❌

❌

Delete label

❌

❌

✅

❌

✅

❌

❌

❌

Download Excel

✅

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Preparation list

✅

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✅

Cancel order

✅

✅

❌

❌

❌

❌

❌

❌

Mark as finished

❌

✅

✅

✅

✅

❌

❌

❌

Remove from preparation

❌

✅

❌

❌

❌

❌

❌

❌

Delete label

❌

❌

❌

❌

✅

❌

❌

❌

Reactivate order

❌

❌

❌

❌

❌

✅

❌

❌

Delete order

❌

❌

❌

❌

❌

✅

❌

❌

Restore previous labels

✅

❌

✅

❌

❌

❌

❌

❌

Order detail

Inbound Order

Label failed

In preparation

Shipped

Delivery Incident

Cancelled

Completed

Generate label

✅

✅

❌

❌

❌

❌

❌

Change send date

✅

❌

✅

❌

❌

❌

❌

Change arrival date

✅

✅

✅

✅

✅

✅

✅

Cancel order

✅

✅

❌

❌

❌

❌

❌

Change courier

✅

❌

❌

❌

❌

❌

❌

Add a box

✅

❌

❌

❌

❌

❌

❌

Mark as finished

❌

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✅

✅

✅

❌

❌

Edit box

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❌

❌

❌

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Edit product

✅

❌

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❌

❌

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Change arrival date

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❌

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❌

Edit destination address

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❌

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❌

Edit pickup warehouses

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❌

❌

❌

❌

❌

Add / delete tag

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Edit delivery details

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❌

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Add a comment

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✅

Remove from preparation

❌

✅

❌

❌

❌

❌

❌

Delete label

❌

❌

✅

❌

✅

❌

❌

Download Excel

❌

❌

❌

✅

✅

✅

✅

Reactivate order

❌

❌

❌

❌

❌

✅

❌

Delete order

❌

❌

❌

❌

❌

✅

❌

Mark as prepared

❌

❌

✅

❌

❌

❌

❌

Mark as dispatched

❌

❌

✅

❌

❌

❌

❌

Revert preparation

❌

❌

✅

❌

❌

❌

❌

Revert dispatch

❌

❌

❌

✅

✅

✅

✅

Restore previous labels

❌

✅

✅

✅

✅

✅

✅

Shipping bins table:

In preparation

Pending dispatch

Completed

All

New shipping bin

✅

✅

✅

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Close shipping bin

✅

❌

❌

❌

Delete shipping bin

✅

❌

❌

❌

Mark as dispatched

❌

✅

❌

❌

Reopen shipping bin

❌

✅

❌

❌

Edit dispatch

❌

❌

✅

❌

Track & Trace tables:

Pending to ship

In transit

Delivery incident

Finished

All

Mark as prepapred

✅

❌

❌

❌

❌

Mark as dispatched

✅

❌

❌

❌

❌

Download Excel

✅

✅

✅

✅

✅

Change arrival date

✅

✅

✅

❌

❌

Revert preparation

✅

❌

❌

❌

❌

Revert dispatch

❌

✅

❌

❌

❌

Restore previous labels

✅

❌

❌

❌

❌

Documents table

Unique documents

Grouped documents

Download documents

✅

✅

Delete documents

❌

✅

Inventory table

Add / delete tag

✅

Inventory details

Modify inbound

✅

Movements

✅

Activate/deactivate bin

✅

Product table

New product

✅

Add / delete tag

✅

Delete product

✅

Product details

Edit product file

✅

Add / delete tag

✅

Delete product

✅

Inbound table

In transit

Finished

All

New inbound

✅

✅

✅

Add / delete tag

✅

✅

✅

Inbound details

Planned

Received

In validation

Completed

Canceled

Add a product

✅

✅

✅

❌

✅

Edict expected quantity

✅

✅

✅

❌

❌

Cancel inbound

✅

✅

✅

❌

✅

Receive

✅

❌

❌

❌

❌

Validate

❌

✅

❌

❌

❌

Complete

❌

❌

✅

❌

❌

Add a comment

✅

✅

✅

✅

✅

Edit supplier

✅

✅

✅

❌

❌

Add / delete tag

✅

✅

✅

✅

✅

Edit delivery details

✅

✅

✅

❌

❌

Upload delivery note

✅

✅

✅

✅

✅

Upload load photo

✅

✅

✅

✅

✅

Print

✅

✅

✅

✅

✅

Delete

✅

✅

✅

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✅

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