A document in tracezilla is a PDF generated from an order, a delivery, an invoice or a framework agreement — for example a delivery note, an invoice or a transport booking. The document pulls its data from the record it is generated from, and it can be emailed to your partner.
You can set some settings regarding documents in your Company settings.
Create documents from the order view
Go to your order: purchase, production, warehouse, sales.
See the yellow section Quick Access to Documents: If you have selected lots on outbound orders (sales, production Consumed lots, warehouse Moved lots), a delivery note will appear. On inbound orders (purchase, production Produced lots and warehouse Generated lots), the order must be confirmed and the supply status of the lots must be confirmed in order for the delivery note to appear.
The order confirmation is always available.
To create a Picking List on a production order, click the tab Consumed lots and then Select lots. Click Print Picking List. The lots must be suggested in order to create the picking list.
On the tab Documents at the bottom of the screen, you can create the documents that are relevant for the order. Click the Create [Relevant Document] button.
On sales orders, a pro forma invoice is created by clicking Create invoice and then Create first as Draft. When the invoice is to be created, click Create invoice again and then Re-sync and Finalize.
Create documents from the invoice/delivery view
Go to your order/delivery/invoice.
In the tab Documents in the bottom of the page, you can create the documents that are relevant to the invoice or delivery concerned. Click the button Create [relevant document].
In the dialogue box, you can choose to include a trace (Certificate, Suppliers Lot number, Pallet Number, Container Number or Other). You can choose which traces should appear in documents by default in your Company settings.
When you created your document, you can click PDF to view it.
If you wish to create a new version of the document at a later stage, you just create the document once again. There will now be a new document with the latest changes and the status Valid. The old document will still appear on the list with the status Overwritten.
Which documents can you create
Which documents you can generate depends on where you are in tracezilla. The same type of document can therefore appear in several places and serve different purposes.
On a purchase order
Order confirmation
Debit note
Request for quotation. Can only be created when the order has quote status.
Order delivery note — also contains service lines and prices
Proforma invoice
Labels
On a sales order
Order confirmation
Sales quote
Order delivery note — also contains service lines and prices
Release note
Order proforma invoice — generated without selecting lots
Proforma invoice — generated via Create invoice and Create first as Draft
Invoice — generated via Create invoice
Picking list
Labels
On a return order (sales)
Order document
Order delivery note
Proforma invoice
Labels
Credit note
On a return order (purchase)
Debit note (purchase)
Order delivery note
Release note
Proforma invoice
Labels
On a production order
Order document
Order delivery note
Release note
Proforma invoice — includes cost prices and is used for example for customs clearance
Labels
Picking list.
On a production order the picking list is not on the Documents tab. You print it from the lots.Go to the Raw Materials tab.
Click Select lots.
Click Picking list.
The lots must be suggested before the picking list can be printed.
On a warehouse order
Order document
Delivery note
Release note
Proforma invoice — includes cost prices and is used for example for customs clearance
On a delivery
Delivery note
Picking list
Release note
Transport booking, ordinary
Transport booking, refrigerated
CMR (BETA)
GS1 pallet labels
On the invoice page
Proforma invoice
On contract agreements
Contract agreement (sales)
Contract agreement (purchase)
On a lot
Labels