Process documents
Stores the documents that support a process (procedure, evidence, attachment) linked to the right step. A loose document doesn't count as a trail: it's the link to the step that answers "where's the proof of this?".
The screen
The real screen, in the theme you picked above.
What you find on this screen
A portrait of the screen, read from the screen itself — it changes when the screen changes.
Available actions
Generate picking
Form fields
NºNúmero sequencial por empresa da expedição.
SituaçãoSeparando, expedida, entregue ou devolvida.
TransportadoraQuem levou a mercadoria.
RastreioCódigo de rastreio informado pela transportadora.
RecebedorQuem assinou o recebimento no destino.
ConferidoConferência de saída concluída, item por item.
DivergênciaO que não bateu entre o pedido e o que saiu.
Expedida emData e hora da saída da mercadoria.
ObservaçãoAnotações sobre a entrega.
Start here
O que esta tela responde
What has already left, what is picked and what still needs to be shipped. Shipping issues the items from stock and records the dispatch with date, person responsible and check.
Para que esta tela existe
Picking, checking (expected × picked) and shipping of sales orders. On shipping, the reservation becomes a physical stock issue (issued at average cost = COGS) and the stub/signature of whoever received it is recorded. — this is the role of the "Shipping" screen within the platform.
A ficha da expedição: separar, conferir, despachar
The Data tab holds the carrier, tracking code, who received it and the date. The Picking tab lists the items of the sales order with the expected and picked quantities — it's the stock picking list. The discrepancy column shows where the picked quantity didn't match the order.
How to
Conferido e Divergência: a trava antes de expedir
The check compares what the order expected with what was picked: Checked marks that this verification was done, and Discrepancy records where the quantities didn't match — it's the warning to resolve before shipping. Tracking and Carrier follow the shipment, and Recipient keeps the stub/signature of whoever received it at the other end. A shipment with an open discrepancy deserves a stop: shipping is the step that really issues the stock, and a wrong issue becomes a manual adjustment later.
Rules
For the cost to show in the P&L, set up the COGS nature
Shipping always issues stock. But the COST of the goods only reaches the income statement if a COGS financial category is configured in Settings → Parameters. Without it, the sale appears in the results with zero cost and gross margin is overstated — starting with this version the system warns on screen when this happens, instead of letting it slide silently.
Como nasce uma expedição
Choose the sales order in the "Order to pick" dropdown and click Generate picking — the shipment is born linked to the order and appears in the table right below, with number, carrier, date and status. The number opens the detail, where picking, checking expected × picked and the shipping itself happen. It's on shipping that the order's reservation becomes a physical stock issue, at average cost (COGS), and the stub of whoever received it is recorded.
A visão salva guarda busca, filtros, colunas e ordenação
When you save a view with the Views button, it stores four things: the search text, the applied filters, which columns appear (and in what order) and which column the list is sorted by. Applying the view restores everything at once — including resetting the sort and the page you were on, so the result is exactly what the view describes. Views saved before this version remain valid: whatever they didn't store simply doesn't change when applied.
O erro de preenchimento aparece no campo, ao sair dele
Nas fichas, sair de um campo já dispara a conferência do que dá para conferir na hora: campo obrigatório deixado em branco e e-mail mal formado. O aviso aparece embaixo do campo e desaparece quando você começa a corrigir. Campo numérico não precisa de aviso: ele simplesmente não aceita letra enquanto você digita. Isso é conforto, não a validação final: ao salvar, o sistema confere tudo de novo do lado do servidor.
Esta tela agora é do padrão: colunas, visões e exportação
The list reads the screen's dictionary, so you choose the columns, filter by any of them, save views and export the whole set (not just the page). The form shows the dictionary fields in the Data tab; what is specific to this document — items, checking, picking, quote map — is in the following tabs.
Expedir baixa o estoque e move o pedido; conferência divergente não expede
"Save picking" stores what has been picked so far (you can continue later). "Check" compares expected with picked and records the discrepancies. "Ship" is only accepted once the check is closed: it issues the reserved stock, marks the sales order as shipped and releases invoicing. A shipment can't be undone — shortages or surpluses are resolved by a return or a new partial shipment.
Metal detector for children’s wear
If the shipment has a garment marked as baby or children (Textile tab of the item, Garment audience attribute), the Metal detector box appears. Pass the pieces through the detector and record each pass: the garment, how many, the batch or box and the equipment, with Detector: passed or failed. Ship only works when the passed pieces cover the picked ones; a failed piece is set aside and passed again.
Why Ship was refused
Ship only completes if every line leaves stock. A line with no outgoing warehouse: open the sales order and choose where it ships from ("Ships from" field) — nothing moves until then. A line without stock: the shipment stays open and the message names the missing items; receive or transfer the stock and ship again. Lines that already left do not leave twice.
Refused shipment: what the message says and what to do
If the outgoing warehouse is missing, the message lists the items by code and name: choose where it ships from on the sales order (the "Ships from" field of the line, or the order warehouse), pick again and ship — nothing was deducted. If an item did not leave (for example, no stock), the message says how many lines and which items: the ones that left stay deducted, and the next Ship resumes only the missing ones.
Frequently asked questions
Que pergunta do dia a dia se responde aqui
"What am I selling, what has already left and how much margin is left on each order?" — whenever that question comes up, this is the screen that answers it.
Como descobrir quem mudou um campo desta ficha?
Open the record and look at the Timeline on the right: it shows each change as "from one value to another", with the person and the date. When there are many changes, use the two filters at the top of the timeline — one by field, the other by person. The search runs in the database, so old changes show up just the same. You can also ask Tenkai: "who changed contract 482?".
Why was the outflow refused for lack of stock?
Because your company is set to refuse stock outflows without stock: the system does not let the item balance go negative in that warehouse. First post the missing inflow (purchase, production, return or the opening inventory) and repeat the outflow. If the outflow must happen now, request the authorization in the Stock panel: whoever can authorize releases that outflow, with the reason, and it goes through.
Why did Ship refuse my shipment?
Either a line has no outgoing warehouse — choose where it ships from on the sales order, in the "Ships from" field — or a line has no stock in the warehouse — receive or transfer it and ship again. The message names the lines; those that already left do not leave twice.
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