Document types are an effective tool when working with any document agenda.
Whether it's invoices, orders, or cash documents, each of these agendas has document types and configuration options available.
A general guide to document types can be found in another article. Here, however, we will be more specific and focus on the configuration options for warehouse document types.
How to create a warehouse document type?
Warehouse document types can be easily found using the search;
or in the overview of all agendas.
By default, you will find three basic warehouse document types here — "STANDARD", "TRANSFER", and "PRODUCTION". Just as in any other agenda, a new record is created using the New button.
The fields displayed in the edit form can be easily customized using form settings.
Name
The name of the warehouse document type.
Code
A unique identifier for the warehouse document type. This is used, for example, when importing warehouse documents, where the document type needs to be specified.
Series for Receipts / Series for Issues
The document series that defines the format of the internal number. The document series is typically configured on the warehouse, from which it is then propagated into the documents.
Accounting Tab
Is accounting document
Specifies whether this is an accounting document. This is closely related to the inventory accounting method used — method A; method B.
Cost Center, Activity, Posting Template
Accounting information that will be applied to the specific document once the document type is assigned to it.
Warehouse Tab
Warehouse
Preset of the warehouse to which goods will be received or from which goods will be issued.
Movement Type
Preset of the movement type — Receipt or Issue.
Movement Type Detail
Additional information refining the movement type. This is particularly useful for special operations, which are explained below.
Transfer Document Type
Specifies the warehouse document type for the receipt associated with a stock transfer. More information can be found in our guide.
Production Document Type
Specifies the document type for the issue of consumed materials. More information can be found in our guide.
Using Warehouse Document Types
As mentioned in the introduction, a document type serves as a way to preset values for individual documents — in our case, stock receipts and stock issues.
It acts both as a template for warehouse documents and as a way to categorize the agenda according to individual operations.
A basic breakdown might look like this:
Standard warehouse movement (used for standard warehouse operations, receipts from purchase invoices, issues from sales invoices, or standalone receipts/issues with no further dependencies).
Inventory difference (used for generating inventory differences from stock counts — it is advisable to distinguish these movements from standard ones).
Issue for transfer / Receipt at destination warehouse (if you are transferring goods from one warehouse to another, it is worth setting up document types to simplify the process).
Finished goods receipt / Consumed materials issue (if you are a manufacturing company, it is advisable to distinguish production warehouse operations from standard ones; more information in our production guide).
In general, the number of warehouse document types is not limited in any way. If you need to categorize the receipts/issues agenda in any manner, warehouse document types are the tool to use.
Warehouse Document Types in Invoices, Orders, and Cash Desk
In some fairly common scenarios, a situation may arise where a warehouse document is generated from another document.
This may apply to the following documents:
Sales invoices and point-of-sale register
Purchase invoices
Received orders
Issued orders
Cash desk
In the document types of the documents listed above, it is possible to preset the warehouse document type that should be generated from the respective documents.
As an example, we will use a sales invoice — specifically, a sales invoice type.
Within it, you can specify which warehouse document type should be generated when that invoice creates a stock issue.
FAQ
A general guide for other document types can be found in another guide.
The configuration of warehouse document types is also related to the warehouses themselves. See how to configure them.
Two inventory valuation methods are available. If you would like to know which ones, refer to our guide.
In some cases, a situation may arise where a receipt cannot be deleted. Find out why this happens.