Upload outbound documents from a file

Go to Outbound › Bulk import (type Outbound) and download the template. The process is the same as for inbound documents (article 5.8): one row per line, grouped by referencia_documento and tipo_documento, with the same customer, date and warehouse.

Columns specific to outbound documents:

• codigo_cliente (required) and nombre_cliente.
• fecha_compromiso and direccion_envio.
• lote_requerido and series_esperadas (separated by |).
• prioridad: Alta, Normal or Baja (high, normal or low). The pick list inherits it.

On upload you can:

• Assign to a leader and helpers: the pick list appears in My work on the handheld, the same as one created manually.
• Reserve stock automatically: each outbound document has its stock reserved according to the warehouse's strategy.

On confirming, Chainlink states "37 outbound documents were created." Through the API: POST /api/v1/exit-documents with Idempotency-Key; repeating the same key returns the same response and does not create another document.

The same screen uploads pick faces (from Pick faces › Import pick faces), transfer orders and products.