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Merge pull request #1088 from metasfresh/gh19861
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Update warehouse docs
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metas-Kay authored Jul 30, 2024
2 parents 71bd9ab + db42403 commit 5a7fc61
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2 changes: 1 addition & 1 deletion _howto_collection/EN_tbd/How_to_use_Autocomplete.md
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lang:en
---

1. Enter a part of the name or number in the corresponding field.
1. Enter part of the name or number in the corresponding field.
1. metasfresh automatically suggests a list of suitable matches
1. You can select a suitable match by left-clicking on the corresponding entry or use the arrow-keys and ENTER to select a match
1. metasfresh automatically completes the entry
4 changes: 3 additions & 1 deletion _webui_collection/DE/Neues_Lager_anlegen.md
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Expand Up @@ -15,7 +15,9 @@ ref: add_new_warehouse
1. [Gehe ins Menü](Menu) und öffne das Fenster "Lager".
1. [Lege ein neues Lager an](Neuer_Datensatz_Fenster_Webui).
1. Benenne das Lager im Feld **Name**, z.B. "[Leergebindelager](Leergebindelager_anlegen)".
1. Gib in das Feld **Standort** einen Teil des [Standort](Adresse_erfassen_Tab)namens ein und klicke auf den passenden Treffer in der <a href="Keyboard_Shortcuts_Liste#dropdown" title="Dynamisches Suchfeld (Autocomplete)">Dropdown-Liste</a>.
1. Je nach Versionsstand trifft einer der folgenden Schritte zu:
- **a)** Gib in das Feld **Standort** einen Teil des [Standort](Adresse_erfassen_Tab)namens ein und klicke auf den passenden Treffer in der <a href="Keyboard_Shortcuts_Liste#dropdown" title="Dynamisches Suchfeld (Autocomplete)">Dropdown-Liste</a>.
- **b)** ***Optional (Verwaltung von Partnerlagern):*** Entferne im Feld **Lieferant für Beistellung** deine standardmäßig voreingestellte Organisation. Gib anschließend im ersten Eingabebereich der Zeile einen Teil des Namens oder der Nummer des beistellenden [Geschäftspartners](Neuer_Geschaeftspartner) ein und klicke auf den passenden Treffer in der <a href="Keyboard_Shortcuts_Liste#dropdown" title="Dynamisches Suchfeld (Autocomplete)">Dropdown-Liste</a>. Wähle nun auf <a href="Keyboard_Shortcuts_Liste#dropdown" title="Dynamisches Suchfeld (Autocomplete)">die gleiche Weise</a> einen **Standort** im nächsten gleichnamigen Teil der Zeile aus und bei Bedarf auch noch einen **Ansprechpartner**.
1. Wähle eine **Produktionsstätte** aus, sofern vorhanden.
>**Hinweis:** Produktionsstätten werden für [Produktplanungen](Produktplandaten) und [automatische Bestellkontrollen](Automatische_Bestellkontrollen) benötigt.
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6 changes: 3 additions & 3 deletions _webui_collection/EN/Add_contacts_to_MKTG_campaign.md
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Expand Up @@ -29,7 +29,7 @@ For contacts (users or business partners) to be added to the mailing list of a [
1. [Start the quick action](StartAction#quick-actions) "Export in Email Campaign". An overlay window opens up.
>**Note:** You will also find this action in the actions menu in both the list view and the detailed view of an entry.
1. In the field [**Marketing Campaign**](Create_MKTG_campaign), enter a part of the email campaign and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. In the field [**Marketing Campaign**](Create_MKTG_campaign), enter part of the email campaign and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. Click "Start" to close the overlay window and add the contacts to the email campaign.

#### b) to a Serial Letter Campaign
Expand All @@ -38,7 +38,7 @@ For contacts (users or business partners) to be added to the mailing list of a [
1. [Start the action](StartAction#actions-menu) "Export in Serial Letter Campaign". An overlay window opens up.
>**Note:** You will also find this action in the actions menu in the detailed view of an entry.
1. In the field [**Marketing Campaign**](Create_MKTG_campaign), enter a part of the serial letter campaign and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. In the field [**Marketing Campaign**](Create_MKTG_campaign), enter part of the serial letter campaign and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. In the field **DefaultAddressType**, select the type of default address to be used for the serial letters, e.g., *BillToDefault* or *ShipToDefault*.
>**Note:** Make sure the corresponding fields in the corresponding line under the record tab "Location" of the respective business partner entry are activated (<a href="#requirements-serial-letters" title="Requirements for Serial Letter Campaigns">see above</a>).
Expand All @@ -57,7 +57,7 @@ For contacts (users or business partners) to be added to the mailing list of a [
1. [Start the quick action](StartAction#quick-actions) "Kontaktperson aus Nutzer" (*Add contact from user*). An overlay window opens up.
>**Note:** You will also find this action in the actions menu in both the list view and the detailed view of an entry.
1. Enter a part of the [**Marketing Campaign**](Create_MKTG_campaign) and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. Enter part of the [**Marketing Campaign**](Create_MKTG_campaign) and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. Click "Start" to close the overlay window and add the contacts to the marketing campaign.
<br><br>

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2 changes: 1 addition & 1 deletion _webui_collection/EN/Add_custom_record_tab.md
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Expand Up @@ -24,7 +24,7 @@ In metasfresh, you can create custom record tabs in several input windows where
1. In the field **Registername** (*Tab name*), enter a tab name.
>**Note:** This name will be displayed on the tab in the input window.
1. In the field **Eingabefenster** (*Input window*), enter a part of the name of the [window](Menu) where you want the record tab to appear and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>, e.g., *Product*.
1. In the field **Eingabefenster** (*Input window*), enter part of the name of the [window](Menu) where you want the record tab to appear and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>, e.g., *Product*.
>**Note:** In case of multiple custom record tabs for the same input window you can specify their order via the field **SeqNo**.
1. ***Optional:*** Enter a **Description** into the text box provided.
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2 changes: 1 addition & 1 deletion _webui_collection/EN/Add_fields_to_section_lines.md
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Expand Up @@ -21,7 +21,7 @@ ref: add_fields_to_section_lines
1. Give the field a **Name**.
>**Note:** The field name will be displayed in the appropriate place in the section line.
1. In the field **Line**, enter a part of the (system internal) name of the [section](Add_section_to_sub_tab) containing the line where you want the field to appear and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. In the field **Line**, enter part of the (system internal) name of the [section](Add_section_to_sub_tab) containing the line where you want the field to appear and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
>**Note 1:** The line sequence number is found at the end of the result.<br><br>
>**Note 2:** In case of multiple fields for the same section line you can specify their order via the field **SeqNo**.
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2 changes: 1 addition & 1 deletion _webui_collection/EN/Add_new_sales_partner.md
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Expand Up @@ -21,7 +21,7 @@ Sales partners can be assigned to customers as well as to each other by hierarch
>**Note:** This code can be specified during sales order entry for commission assignment.
### <a name="sp-hierarchy">Sales partner hierarchies (optional)</a>
1. In the field **Sales partner** (on the right-hand side), enter a part of the ***superordinate*** sales partner's name or number and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. In the field **Sales partner** (on the right-hand side), enter part of the ***superordinate*** sales partner's name or number and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. [metasfresh saves the progress automatically](Saveindicator).

## Next Steps
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4 changes: 3 additions & 1 deletion _webui_collection/EN/Add_new_warehouse.md
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1. Open "Warehouse" from the [menu](Menu).
1. [Add a new warehouse](New_Record_Window).
1. Give the warehouse a **Name**, e.g., "[Empty Container Depot](Add_empty_container_depot)".
1. In the field **Partner Location**, enter a part of the [location](Add_address_tab) name and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. Depending on the version build, one of the following steps may apply:
- **a)** In the field **Partner Location**, enter part of the [location](Add_address_tab) name and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
- **b)** ***Optional (Managing partner warehouses):*** In the field **Business Partner** (i.e. *Supplier for provision*), remove your default organization. Then in the first input area of the line, enter part of the name or number of the [business partner](New_Business_Partner) providing the services/materials and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>. Now <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">in the same way</a>, pick a **Partner Location** in the next eponymous part of the line and, if required, a **User/Contact**.
1. Pick a **Manufacturing Plant**, if available.
>**Note:** Manufacturing plants are required for [product planning](Product_planning) and [automatic order checkups](Automatic_order_checkup).
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2 changes: 1 addition & 1 deletion _webui_collection/EN/Add_phone_call_schema_version.md
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Expand Up @@ -43,7 +43,7 @@ The following parameters can be combined with each other as needed:

### Add a business partner
1. Go to the record tab "Phone Call Schema Version Line" at the bottom of the page and click !["Add new"](assets/Add_New_Button.png). An overlay window opens up.
1. In the field **Business Partner**, enter a part of the [business partner](New_Business_Partner) name or number and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. In the field **Business Partner**, enter part of the [business partner](New_Business_Partner) name or number and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
>**Note:** If the business partner has a contact associated with them, the contact will be filled in here automatically.
1. Also in the field **Business Partner**, pick a contact, if the partner has more than one contact associated with their entry.
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4 changes: 2 additions & 2 deletions _webui_collection/EN/Add_price-list.md
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Expand Up @@ -25,13 +25,13 @@ Price lists are country and currency-specific and can be [assigned to a particul
1. Select a **Currency**.
1. The field **Price Precision** specifies the number of decimal places for price calculations.
1. Select the [**Pricing System**](Add_price-system) to which the price list shall be linked.
1. ***Optional:*** Set a **Base Price List**. To do so, enter a part of the name of the desired price list and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. ***Optional:*** Set a **Base Price List**. To do so, enter part of the name of the desired price list and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
>**Note:** The base price list will be used as fallback if a product cannot be found on the active price list. It also serves to [update derivative customer price lists](Update_derivative_PLV).
1. The checkbox **Sales Price List** specifies whether this price list is to be used for *Sales* or *Purchasing*. If the box is ticked, the price list becomes selectable in [sales orders](SalesOrder_recording), for instance. If you clear this checkbox, the price list automatically becomes a ***Purchasing Price List*** and available in [purchase orders](CreatePurchaseOrder), for instance.
1. The checkbox **Tax incl.** specifies whether the prices are *gross* or *net* prices (i.e. including or excluding value-added tax). metasfresh calculates the prices accordingly.
1. ***Optional:*** Select a **Default Tax Category** that will be set automatically when selecting the price list.
1. ***Optional:*** Set the desired [**Organization**](Org_add_new_organization). To do so, enter a part of the organization's name into the field and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. ***Optional:*** Set the desired [**Organization**](Org_add_new_organization). To do so, enter part of the organization's name into the field and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. [metasfresh saves the progress automatically](Saveindicator).

## Next Steps
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2 changes: 1 addition & 1 deletion _webui_collection/EN/Add_price-system.md
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Expand Up @@ -21,7 +21,7 @@ You can find further details on the difference between pricing systems and price
1. Open "Price System" from the [menu](Menu).
1. [Create a new pricing system](New_Record_Window).
1. Give the pricing system a **Name**.
1. ***Optional:*** Set the desired [**Organization**](Org_add_new_organization). To do so, enter a part of the organization's name into the field and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. ***Optional:*** Set the desired [**Organization**](Org_add_new_organization). To do so, enter part of the organization's name into the field and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. [metasfresh saves the progress automatically](Saveindicator).

## Next Steps
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2 changes: 1 addition & 1 deletion _webui_collection/EN/Add_price.md
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Expand Up @@ -24,7 +24,7 @@ ref: add_price
1. In the field **Tax Category**, pick a value-added tax (VAT) category, e.g., *standard*, *reduced*, *tax-free*, etc.
1. In the field **Invoiceable Quantity per**, pick the weight to be used for invoicing, e.g., *Nominal* weight (default) or *Catch Weight* ([for products with variable weight](Sales_order_catch_weight)).
1. ***Optional:*** Set the desired [**Organization**](Org_add_new_organization). To do so, enter a part of the organization's name into the field and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. ***Optional:*** Set the desired [**Organization**](Org_add_new_organization). To do so, enter part of the organization's name into the field and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. [metasfresh saves the progress automatically](Saveindicator).

## Further Information
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2 changes: 1 addition & 1 deletion _webui_collection/EN/Add_section_to_sub_tab.md
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Expand Up @@ -24,7 +24,7 @@ ref: add_section_to_sub_tab
1. In the field **Sektionsname** (*Section name*), enter a section name.
>**Note:** This name will be displayed in the appropriate place in the subtab.
1. In the field **Subtab**, enter a part of the (system internal) name of the [subtab](Add_custom_record_tab) where you want the section to appear and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. In the field **Subtab**, enter part of the (system internal) name of the [subtab](Add_custom_record_tab) where you want the section to appear and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
>**Note:** In case of multiple sections for the same subtab you can specify their order via the field **SeqNo**.
1. ***Optional:*** Enter a **Description** into the text box provided.
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2 changes: 1 addition & 1 deletion _webui_collection/EN/Add_tour_version.md
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Expand Up @@ -46,7 +46,7 @@ The following parameters can be combined with each other as needed:

### Add a business partner
1. Go to the record tab "Tour Version Line" at the bottom of the page and click !["Add new"](assets/Add_New_Button.png). An overlay window opens up.
1. In the field **Business Partner**, enter a part of the [business partner](New_Business_Partner) name or number and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. In the field **Business Partner**, enter part of the [business partner](New_Business_Partner) name or number and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. Also in the field **Business Partner**, pick a location, if the partner has more than one [location](Add_address_tab) associated with their entry.
1. ***Optional:*** Enter a **Buffer (hours)**. It indicates how much time lies between dispatch and actual delivery of the goods.
1. Tick the checkbox **To be fetched**, if the goods are collected.
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2 changes: 1 addition & 1 deletion _webui_collection/EN/Assign_BPartner_to_user.md
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Expand Up @@ -12,7 +12,7 @@ ref: assign_bpartner_to_user

## Steps
1. Open the entry of an existing [user](Menu) or [add a new one](Add_user).
1. Go to the field **Business Partner**, enter a part of the required [business partner](New_Business_Partner) name or number and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. Go to the field **Business Partner**, enter part of the required [business partner](New_Business_Partner) name or number and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. [metasfresh saves the progress automatically](Saveindicator).
<br><br>

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2 changes: 1 addition & 1 deletion _webui_collection/EN/Assign_sales_partner_to_customers.md
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Expand Up @@ -14,7 +14,7 @@ ref: assign_sales_partner_to_customers

## Steps
1. Open the entry of an existing customer from your [business partners](Menu) or [add a new one](New_business_partner_customer).
1. In the field **Sales partner** (on the right-hand side), enter a part of the name or number of the sales partner to be assigned and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. In the field **Sales partner** (on the right-hand side), enter part of the name or number of the sales partner to be assigned and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. [metasfresh saves the progress automatically](Saveindicator).

### Sales order only with sales partner (optional)
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2 changes: 1 addition & 1 deletion _webui_collection/EN/CRM_Request_Opportunities.md
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Expand Up @@ -23,7 +23,7 @@ In metasfresh, opportunities are managed as *request types* with different statu
## Steps
1. Open "Request" from the [menu](Menu).
1. [Create a new request](New_Record_Window).
1. In the field **Business Partner**, enter a part of the [business partner](New_Business_Partner) name or number and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. In the field **Business Partner**, enter part of the [business partner](New_Business_Partner) name or number and click on the matching result in the <a href="Keyboard_shortcuts_reference#dropdown" title="Dynamic Search Box (Autocompletion)">drop-down list</a>.
1. Select the **Request Type** *Opportunity*.
1. Under **Status** select the relevant probability and, if necessary, update it according to current changes.
1. [metasfresh saves the progress automatically](Saveindicator).
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