Editing Ship Docs Editing Ship Docs
In the transaction editor screen you can view ship docs that were created with Pocket Inventory and makes changes as are necessary.
This section covers the following topics:
The ship doc header contains the following information:
Scan No - This is a read only field containing the Pocket Inventory scan number.
Transaction Type - This is a read only field containing the current transaction type.
Customer - This is an editable field containing the customer the item's are being shipped to. If it is being shipped against an order the order's customer will be displayed and the field will be read-only.
Ship To - This is an editable field containing the customer's address the items are being shipped to. If it is being shipped against an order the order's customer ship to address will be displayed and the field will be read-only.
Order # / Ref # - If the ship doc is being shipped against an order, the order number will be displayed in the Order # field and will be read-only. If it is a new ship doc that is not against an order, the Ref # field will display the Ship Doc's reference number and will be editable.
Transaction Date - This is an editable field containing the transaction date.
Error Info
- The error info can be accessed by moving the mouse over the icon in
the upper right corner of the transaction editor screen. If the icon looks
like 
there are errors on the transaction that were generated
when Pocket Inventory Desktop attempted to sync the transaction. Move
the mouse over the error icon to see what the error was. If the icon looks
like 
then there are no errors currently on the transaction.
The transaction editor screen contains the list of items on the transaction. Each item can be changed by selecting the a new item from the item drop down list. Click on an item's name on the list to drop down the list of item's that can be selected. New quantities can also be entered for an item by clicking into the item's quantity field on the list. When an item is changed to a different item the new item's starting quantity will be zero.
Lots for a particular item can be viewed by expanding the item's row. Click the + sign next to the item's row to expand it. If an item cannot have lots no + sign will be visible.
The same rules apply to editing lot/serials numbers with the exception of lots being changed by manually typing the new lot number into the lot field. There is no drop down from which to select lot numbers. Keep in mind that when lot quantities are changed, the item's quantity will be changed to reflect the total quantity of the lots it contains.
The transaction editor's item list contains an insertion row with which new item's can be added to a transaction. Simple click into the item field on the insertion row to drop down the list of items. Select an item to add the row to the grid. Each new item added will be given an starting quantity of zero.
Lots can also be added to an item's lot list by clicking in to the item's lot insertion row. Once a lot number is entered you can then enter a quantity. Keep in mind that when lots are added to an item, the item's quantity will be changed to reflect the total quantity of the lot's it contains.
To delete an item from the transactions item list, click the delete
icon 
for that item's row.
Click Print Grid to print out the transaction's item list.
Click Apply to save the changes made to the transaction but leave the editor open. Click Save & Close to save the changes and close the transaction editor. Click Cancel to close the editor without saving changes.