Business NXT documentation

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Logistics
Business NXT is specially developed for companies with high demands on inventory and logistics management. The broad and advanced functionality facilitates the work of optimising logistics flows.
Order processes
Creating and sending documents
When you have selected order documents and click Send, you can make settings for the documents in the Create and send documents dialog before sending.

Logistics
Business NXT is specially developed for companies with high demands on inventory and logistics management. The broad and advanced functionality facilitates the work of optimising logistics flows.
- Base data
  The tables in this section include base data that applies to products.
- Products
  Product information in Business NXT is divided into a number of tables.
- Warehouse
  This section deals with the various tables, layouts and processes that affect the warehouse.
- Purchase estimates
  The purchase estimate process is described in the Order processes section.
- Order processes
  - Sales order process
  - Purchase estimate process
    Purchase estimates can be generated from the Stock balance table with different ordering methods depending on product sales pattern. The purchase estimates are generated by printing the Purchase estimate report.
  - Purchase order process
  - Order match
    In Business NXT you can use the order match function to update purchase orders with incoming invoices from AutoInvoice. This ensures that the values in logistics and accounting are updated at the same time and with correct value.
  - Production order process
    A production order is an internal order that will produce a stock keeping product based on a structure of components, raw materials.
  - Allocated order process
    You can generate purchase orders and production orders on the basis of sales orders. You have access to the processing both from the sales order and from the sales order lines.
  - Stock adjustment process
    The stock adjustment process is used to correct the inventory internally.
  - General settings in the print dialog
  - Creating and sending documents
    When you have selected order documents and click Send, you can make settings for the documents in the Create and send documents dialog before sending.
- Orders
  Business NXT provides a variety of functionalities to ensure efficient handling of orders.
- Statistics
  The following tables and processes are related to statistics.

Creating and sending documents

When you have selected order documents and click Send, you can make settings for the documents in the Create and send documents dialog before sending.

Select document

When you click Type, you can select a pre-defined document type, such as purchase order, order confirmation or pick list.

Define a date and a value date. Today's date is suggested for both options by default.

Under Form, you can select between the forms that have been defined in the Form table.

See also: Form

When you click Settings, you can make various printout settings for the documents you are about to send, according to the settings in the print dialog: General settings in the print dialog

Select delivery method

You can select two different delivery methods: the Pre-defined delivery method (selected as default in the dialog) and Print to PDF.

Click Download to create a pdf file to be downloaded to your computer.

The Merge documents and Zip documents options provide a practical way to review several documents when previewing, and make it easier if you want to send the pdf files to a physical printer later on. It also mitigates web browser restrictions with downloading a limited number of files at the same time.

Select Merge documents to merge all created pdf files into one pdf file, and Zip documents to compress all created pdf files into one zip file.

Both options can be used together (one created pdf file will then be zipped).

When more than 10 order documents are printed to pdf at the same time, the created pdf files will automatically be sent to a zip file (unless you select the Merge documents option).

Once you have made all the adaptations you want, you can preview the documents, or send them right away.