Document types
This topic provides a reference for the different document types used by Sterling Order Management System.
| Document Type | Number | Description |
|---|---|---|
| Order | ||
| Sales Order | 0001 | This document type is used to sell items or services, either from business to business or business to customer. |
| Planned Order | 0002 | This document type is used to plan an order that takes place in the future. |
| Return Order | 0003 | This document type is used for returning items to the seller. |
| Template Order | 0004 | This document type is used to create a template that future orders can be modeled from. |
| Purchase Order | 0005 | This document type is used by a business to purchase items or services from another business. |
| Transfer Order | 0006 | This document type is used to transfer items from one organization to another (for example, a warehouse to a distribution center, a warehouse to another warehouse, a distribution center to a store). |
| Master Order | 0007 | This document type is used to sell items that ship in a timed sequence, either from business to business or business to customer. |
| Quote | 0015 | This document type is used to provide quotes for a sales opportunity. |
| Load | ||
| Load | 1001 | This document type is used for a delivery plan which consolidates multiple shipments into a single delivery. |
| General | ||
| General | 2001 | This document type is used for transactions and services that do not fall under any other document types. |
| Putaway | 2002 | This document type is used for transactions and services that are used for the putaway related processes (to specify the location where the products coming into the warehouse would be putaway). |
| Layout | 2003 | This document type is used for transactions and services that are used for configuring the warehouse layout and related processes. |
| Inventory | 2004 | This document type is used for transactions and services that are used for inventory tracking, maintenance, and related processes. |
| Trailer | 2005 | This document type is used for transactions and services that are used for the trailer loading and unloading related processes. |
| Task | 2006 | This document type is used for transactions and services that plan all tasks that need to be done within a warehouse. |
| Move Request | 2007 | This document type is used for transactions and services that describe how products should be moved from one location to another within a warehouse. |
| Manifest | 2008 | This document type is used for transactions and services that relate to the manifest process, and provide the carrier that describes what is in the shipment. |
| Over Pack | 2009 | This document type is used for transactions and services that relate to the overpacking process, which involves packing one or more outbound containers into another outbound container. |
| Count | ||
| Count | 3001 | This document type is used for transactions and services that relate to performing a physical count of inventory in the warehouse. |
| Container | ||
| Container | 5001 | This document type is used for transactions and services that relate to containers used to pack outbound goods. |
| Wave | ||
| Outbound Picking | 4001 | This document type is used for transactions and services that relate to the outbound picking process. |
| Work Order | ||
| Work Order | 7001 | This document type is used when a Provided Service is ordered, a Work Order gets created, typically for tasks like installation and repairs. |
| Opportunity | ||
| Opportunity | 0020 | This document type is used to provide sales opportunities for customers. |