• Home
  • Clever App Releases ►
    • Release Schedule
    • What's New ►
      • New App Releases ►
        • Clever Manufacturing Plus - Version 1.0
        • Clever Labelling - Version 1.0
  • Welcome to Clever Apps ►
    • Clever App Dependency Matrix
    • Installing Clever Apps into On-Premise Environments
    • Clever App Licencing for On-Premise Environments
    • Clever Dynamics Licensing Registration Page
  • Warehousing►
    • Clever WMS Devices ►
      • User Guide►
        • Role Centre
        • Setup ►
          • Handheld Device Setup ►
            • Using the Connection Wizard
            • Installing the Clever Handheld for Warehousing App
            • Connecting the Clever Handheld App to Business Central
            • Sharing Settings Between Handheld Devices
          • Clever WMS Devices Setup ►
            • Overview
            • Default Configuration
            • General FastTab
            • Printing FastTab
            • Receipt FastTab
            • Pick FastTab
            • Shipment FastTab
            • Warehouse Activities FastTab
            • Movement FastTab
            • Phys. Inventory FastTab
            • Req. Phys Inventory FastTab
            • Putaway FastTab
            • Production FastTab
            • Assembly FastTab
            • Registration Setting FastTab
            • Ribbon Actions
          • Clever Device Framework Setup
          • Clever WMS Device Users ►
            • Clever Device Users
            • Clever Device User Groups
            • Assigning Device Users to Warehouse Documents
          • Device Menu & Themes
          • Device Functions ►
            • Device Functions Overview
            • Setup - Loading and Load Post Functions
            • Device Function Optimisation
          • Device Enquiries ►
            • Device Enquiries Overview
            • Device Enquiry Filters
            • Device Enquiry Columns
            • Device Enquiry Drill-Down
          • Device Personalization
          • Devices
          • Device Groups
          • Clever WMS Device Reasons
          • Clever WMS Devices Zones
          • Clever WMS Device Asset Log
          • Location Card Setup
          • Item Tracked Items Setup
          • Under and Over Receipting Setup
          • Clever Printer Selection Setup
        • Usage ►
          • Device Functions ►
            • Receiving ►
              • Overview
              • Receipt Function
              • Rcpt. by Item Function
              • Rcpt. by Vendor Function
              • Put-Away Function
              • Container Put-Away Function
              • Bulk Transfer Receipt Function
            • Picking ►
              • Overview
              • Pick Function
              • Express Pick Function
              • Container Pick Function
              • Shipment Function
              • Loading Function
              • Load Post Function
            • Enquiries
            • Internal ►
              • Overview
              • Movement Function
              • Container Movement Function
              • Directed Movement Function
              • Physical Inventory Function
              • Requested Physical Inventory Function
              • Physical Inventory Recording Function
              • Container Inventory Movement Function
              • Container Consolidation Function
              • Add Bin Contents Function
              • Bin Block Function
              • Item Reference Function
              • Substitution Function
            • Manufacturing ►
              • Overview
              • Production Consumption Function
              • Production Output Function
              • Assembly Function
            • Printer Selection ►
              • Overview
              • Default Printer Selections
              • Print Area Selection
            • Switch Location
            • Switch User
          • Clever Device Log ►
            • Clever Device Log
            • Clear Device Log Report
            • Using Retention Policies
        • Additional Information ►
          • Extension Management
          • Onboarding Resources
          • Permission Sets
          • Clever WMS Device Printers
          • GS1 Identifiers
          • Token Registration
          • Device App - Renew the Settings
          • Voice Setup
          • Barcode Processing
          • Appendix
          • Date Formatting
      • Developers Guide ►
        • Introduction
        • Validation, Context, Response, & Column Style
        • Round Trip of a Receipt
        • Extending the Solution
        • Published Events
        • Sender & Session Functions
        • Bespoke Examples
        • General Examples
        • New Bespoke Functions
        • Developing in a Local Docker Container
        • Device Function Optimisation - Avoid Round Trip Functions
        • On-Server Barcode Processing
      • Training Videos
      • Change Log (App)
      • Change Log (Device)
      • FAQ
    • Clever WMS Plus ►
      • User Guide►
        • Permission Sets
        • Setup ►
          • Bin Code Formats
          • Put-Away Templates
          • Pick Templates
          • Pick Worksheet Templates
          • Upgrading an Existing Location
        • Warehouse Layout ►
          • Laying Out the Warehouse
          • Locations ►
            • Location Card Enhancements
            • Location History and Statistics
          • Zones ►
            • Zone List Enhancements
            • Zone History and Statistics
          • Racks ►
            • Racks List
            • Create Racks Batch Job
            • Rack Bin Creation
            • Rack History and Statistics
          • Bins ►
            • Bin Areas
            • Bins List Enhancements
            • Create Floor Bins Batch Job
            • Bin Content Enhancements
            • Bin History and Statistics
          • Put-away/Pick Routes
          • Bin Rules
          • Printing Bin Labels
        • Items and Stockkeeping Units ►
          • Item Card Enhancements
          • Stockkeeping Unit Card Enhancements
          • Warehouse Item Information Worksheet
        • Warehouse Processing ►
          • Pick Worksheet Enhancements
          • Automated Bin Replenishment
          • Physical Inventory Enhancements ►
            • Physical Inventory Journals
            • Warehouse Physical Inventory Journals
            • Physical Inventory Orders
          • Correcting Picks
          • Transfer Losses
          • Bin Suspensions
          • Warehouse Employee Enhancements
        • Creating Warehouse Documents ►
          • Create Warehouse Shipments
          • Create Warehouse Receipts
        • Analysis and Enquires ►
          • Location Visual Enquiry ►
            • Visual Enquiry Setup
            • Using the Visual Enquiry
          • Location Statistics
          • Location Statistics by Warehouse Employee
          • Item Age Composition
          • Item Expiration
          • Physical Inventory
        • Reports ►
          • Item Expiration Value
          • Physical Inventory Accuracy
        • Glossary
      • Developer Guide ►
        • Dependencies
        • Extending Put-Away Templates
        • Extending Pick Templates
        • Extending Bin Rules
        • Extending the Visual Warehouse Enquiry
      • Change Log
    • Clever WMS Containers ►
      • User Guide►
        • Permission Sets
        • Extension Management
        • Container Types
        • Container Journals and Batches
        • Container Setup ►
          • Container Setup
          • General FastTab
          • SSCC FastTab
          • Ribbon Options
        • Customer Card
        • Item Card
        • Item Categories
        • Location Card
        • Bins
        • Shipment Bins
        • Container Card ►
          • Container Card
          • Ribbon Options
        • Using Container Functionality on Handheld Devices ►
          • Setting up Container Device Functions
          • Adding Container Device Functions to a Device Menu
          • Clever WMS Devices Setup
        • Container Journals
        • Processing Warehouse Documents with Containers ►
          • Warehouse Receipts
          • Warehouse Put-Aways
          • Warehouse Shipments
          • Warehouse Picks
        • Posted Sales Shipments
        • Sales Orders
        • Appendix ►
          • Container Tracking Matrix
      • Change Log
    • Clever Shipment Management ►
      • User Guide►
        • Shipment Management Role Centre
        • Setup ►
          • Shipment Management Setup ►
            • Overview
            • Default Configuration
            • Scheduling Tab
            • Routes Tab
            • Shipping Tab
            • Warehouse Tab
            • Production Tab
            • Proof of Delivery Tab
            • Integrations Tab
            • Ribbon Actions
            • Proof of Delivery Reason Codes
          • Route Status List ►
            • Route Status List Overview
            • Creating a Route Status List
            • Status Types
            • Using Third Party Transport
          • Report Selections - Shipment Management
          • Customer Card
          • Ship-To Address Card
          • Warehouse Employees
        • Delivery Areas and Schedules ►
          • Delivery Areas
          • Delivery Schedules
          • Delivery Area Schedules
          • Shipment Management Vehicle Types
          • Shipment Management Vehicles
          • Shipment Management Drivers
          • Update Existing Documents
          • Using Call Lists
        • Shipping Agent Usage and Charges ►
          • Setting Up Shipping Agent Usage and Charges
          • Selecting a Shipping Agent and Charge on a Sales Document
        • Adding Source Documents to a Shipment Management Route ►
          • Assigning Source Documents to a Route
          • Releasing a Sales Document
          • Shipment Management Route FactBox
        • Using Routes ►
          • Shipment Management Routes List
          • Shipment Management Route Card
          • Reserving Items for a Route
          • Viewing the Route on a Map
          • Managing Drops
          • Drop Time Slots
          • Sales Return Orders - Collection Addresses
          • Processing the Status of a Route
          • Using in Conjunction with Clever WMS Devices
          • Proof of Delivery
          • Handling Failed Deliveries
          • Posted Shipment Management Routes
          • Changing Shipping Agent and/or Services on Multiple Routes
        • Integration With Other Clever Apps ►
          • Clever Shipping Agent Integration
          • Clever Document Delivery
          • Clever Comments
          • Clever WMS Devices
        • Third-Party Integrations ►
          • PODFather ►
            • About PODFather
            • Setup ►
              • Enabling PODFather Integration
              • PODFather Settings Page
              • PODFather Field Mapping
              • Customer Card
              • Synchronising Locations, Vehicle Types and Vehicles with PODFather
              • Synchronising Drivers with PODFather
              • Logging PODfather API Calls
              • Check PODS Completed Status
            • Synchronising a Route with PodFather
            • Tracking the Progress of a Drop from a Route
            • Tracking the Progress of a Drop from a Sales Document
            • Checking Driver Status
            • Downloading Proof of Deliveries
            • Performing a Vehicle Check
          • Bing Maps ►
            • About Bing Maps
            • Setup ►
              • Enabling Bing Maps Integration
            • Enhanced Route Map
            • Enhanced Drop Address
            • Routes for Date/Location
            • Route Drops Map
            • Route Optimisation
            • Delivery Area Map
            • Bing Maps Deprecation
          • What3Words ►
            • About What3Words
            • Setup ►
              • What3Words Setup
            • Using What3Words
        • Additional Information ►
          • Onboarding Resources
          • Permission Sets
          • Shipment Management Drop Pages
          • Warehouse Document Changes
          • Route Status List Changes (Version 1.4)
          • Including Shipping Charges on Warehouse Documents (Up to Version 1.3.1)
        • FAQs
      • Developer Guide ►
        • Dependencies
        • Creating a New Status Type
        • External Business Events
      • Training Videos
      • Change Log
    • Clever Shipping Agent Integration ►
      • User Guide ►
        • Extension Management
        • Permission Sets
        • Default Configuration
        • Supported Shipping Agents
        • Shipping Agent Integration - Assisted Setup ►
          • Shipping Agent Integration - Assisted Setup Overview
          • Setup Clever Shipping Agent Integration Wizard
          • Setup Shipping Agent with Shipping Agent Integration Wizard
        • System Setup ►
          • PrintNode Setup
          • Clever Printer Selection Setup
          • Printer Settings
          • Shipping Methods
          • Shipping Classifications
          • Item Fields Required for Shipment Agent Integration
          • Shipping Agent Integration Setup
          • Integration Setup
          • Countries/Regions
          • Export Reason Codes
          • Customer Card
          • General Ledger Setup
        • Shipping Agent Setup ►
          • Interface Card
          • Shipping Agent Card ►
            • Shipping Agents List
            • Shipping Agent Card
            • Packaging Definitions
            • Label Definitions
            • Shipping Agent Integration Services
            • Shipping Agent Parameters
            • Shipping Agent Services
          • Delivery Instructions
        • Shipping Item Classifications ►
          • Shipping Item Classifications
          • Copying Shipping Item Classifications
          • Updating Warehouse Shipments
        • Orders & Shipments ►
          • Consigning Sales Orders
          • Custom Addresses
          • Warehouse Shipments
          • Integration with Clever WMS Containers
          • Export Orders - Container Processing
          • Package Tracking
          • Posting Warehouse Shipment
          • Posted Sales Shipments
        • Sales Return Orders
        • Consignments ►
          • Consignments
          • Manually Creating Consignments
          • Consignment Packaging Document
          • Consignment Label Printing
          • Consignment Submission
          • Consignment Submission Errors
          • Consignment Cancellations
          • Consignment - Parcel Tracking Emails
          • Clean Up Process for Consignments
          • Consignment - Other Functionality
        • Integration with Clever WMS Devices
        • API Integration & Troubleshooting ►
          • Consignment Message Requests
          • Consignment Message Response
          • Consignment Error Troubleshooting
          • Exporting Message Requests
          • Exporting Message Responses
          • Exact XML Submission
        • Additional Information ►
          • DHL Express - Additional Services
          • DPD - Additional Information
          • DPD Local - Additional Information
        • FAQ's
        • Glossary
      • Training Videos
      • Change Log
    • Clever Labelling ►
      • User Guide►
        • Getting Started
        • Default Configuration
        • Clever Labelling Setup
        • 3rd Party Integration►
          • Bartender Setup
          • Loftware Setup
        • Label Design►
          • Designing Labels
          • Data Item Setup
        • Report Barcode Selection
        • Trigger Management►
          • Create Label Triggers
          • Criteria Mgmt.
        • Label Printing►
          • Printer Setup
          • Item Label Setup
          • Manual Label Printing
          • Automated Label Printing
          • Container Labels
          • Samples
      • FAQ
      • Change Log
  • Manufacturing►
    • Clever MES ►
      • User Guide►
        • Getting Started
        • Permission Sets
        • Using Device Licenses with MES
        • Portal Framework ►
          • Portal Applications
          • Devices
          • Device Data
        • Default Configuration
        • MES Setup ►
          • Registering the Application
          • General FastTab
          • Data Selections FastTab
          • Output Screen FastTab
          • Components FastTab
          • Operators FastTab
          • Stop Codes FastTab
          • Routing FastTab
          • Device Status Colours
          • Other Actions
        • Weigh Scale Setup
        • MES Operators
        • Machine Centres
        • Parallel Routings
        • Stop Codes
        • MES Exit Codes
        • Instructions
        • Displaying Item Pictures on MES Screen
        • Displaying Item Attributes on MES Screen
        • By-Products
        • Posting Scrap
        • MES Page Instructive Texts
        • Using the MES Screen ►
          • Logging In
          • Production Order Search
          • Machine Information
          • Production Information
          • Posting Components
          • Weigh Scale Consumption
          • Consumption Reversal
          • Item Tracking - Lot, Serial & Containers
          • Operator Information
          • Production Routing Lines
          • Notes
          • Output Quantities
          • Weigh Scale Output
          • Output Reversal
          • Creating Output and Stopping Operations
          • Switching Devices
        • MES Logging
        • Appendix
      • Developer Guide
      • Training Videos
      • Change Log
    • Clever Attributes ►
      • User Guide►
        • Defining Clever Attributes
        • Clever Attribute Setup
        • Assigning Clever Attribute Values to Item
        • Lot Tracked Items - Lot No. Information Card
        • Using Clever Attributes on Routings
        • Production Order Routings
        • Output/Production Journals
        • Using Clever Attributes with Clever MES
        • Appendix
      • Change Log
    • Clever Manufacturing Plus ►
      • User Guide►
        • Setup ►
          • Permissions
          • Default Configuration
        • Tooling ►
          • Overview
          • Setup
          • Tool Creation
          • Tool Attributes
          • Tool Status
          • Using Tools With Routings
          • Using Tools on Production Orders
          • Posting Usage
        • Engineering Change Control ►
          • Overview
          • Setup
          • Approval Setup
          • Engineering Change Requests
          • Creating a Change Request
          • Managing Change Requests
          • Approvals
          • Registering Change Requests
        • Production By-Products ►
          • Overview
          • Setup
          • Assigning to Items/SKUs
          • Creating Production By-Products
          • Production By-Product Versions
          • Outputting By-Products
        • Analysis ►
          • Overview
          • Production BOM
          • Routing
          • By-Product
        • Visualisations and Enquires ►
          • Overview
          • Production Status Timeline
          • Production Status Factbox
          • BOM & Routing Diagrams
          • Load View
        • Production BOM and Routing Enhancements ►
          • Version Visibility
      • Change Log
  • Trade►
    • Clever Trade Plus ►
      • User Guide►
        • Sales Re-ordering►
          • Setup
          • Inclusions for Re-ordering
          • Exclusions from Re-ordering
          • Guide
        • Approved Items►
          • Setup
          • Guide
        • Blanket Order Enhancements►
          • Setup
          • Guide
        • Item Status Approvals►
          • Setup
          • Guide
        • Mandatory Ship-To Codes►
          • Setup
          • Guide
        • Duplicate Item References►
          • Setup
          • Guide
        • External Doc No Controls►
          • Setup
          • Guide
        • Archive on Release►
          • Setup
          • Guide
        • Retain Posted Documents►
          • Setup
          • Guide
        • Sales & Purchase Input Log►
          • Setup
          • Guide
        • Back Order Cancellation►
          • Cancel Back Order
          • Automatic Back Order Cancellation►
            • Setup
            • Guide
        • Assigned User ID on documents
        • Quote Expiration Date
        • Warehouse Shipment/Inventory Pick Restrictions
        • Surcharges►
          • Setup►
            • Creating Assignments
          • Guide
        • Catchweight►
          • Setup
          • Item Setup
          • Pricing
          • Recording Catchweight
        • Item Attribute Management►
          • Guide
          • Using Copilot Search
          • Export & Import Item Attribute Values
        • Drop Shipment Invoicing►
          • Setup
          • Guide
        • Dimension Management►
          • Associated Dimensions Setup
          • Using Associated Dimensions
          • Dimension Value Updates
          • Logo by Dimension Setup
          • Using Logo by Dimensions
      • Training Videos
      • Change Log
    • Clever Promotions ►
      • User Guide►
        • Permission Sets
        • Promotion Setup
        • Customer
        • Promotion Codes
        • Promotion Item Groups
        • Creating a Promotion ►
          • Promotions List
          • Promotions Card►
            • Promotions Card - Assisted Setup
        • Using Promotions ►
          • Sales Order Process►
            • Document Promotion Codes
            • Promotion Summary
        • Example Scenarios
        • FAQs
      • Training Videos
      • Change Log
    • Clever EDI ►
      • User Guide►
        • Getting Started
        • Clever EDI Setup ►
          • EDI Setup
          • General FastTab
          • Systems FastTab
          • Email Contact FastTab
          • Inbound Web Service FastTab
        • Document Agreements ►
          • Creating A Document Agreement
          • Partner Setup FastTab
          • Message Agreements FastTab
          • Message Options FastTab
          • Document Validation FastTab
        • Document Types
        • Pending Inbound Documents
        • Outbound Documents
        • EDI Portal
        • Field Mapping
        • Using Clever WMS Containers ►
          • Creating EDI ASN's for Containers
          • Create Container Tracking Entries
        • FAQs
        • Appendix
      • Training Videos
      • Change Log
  • Clever Quality ►
    • User Guide►
      • Permission Sets
      • Clever Quality Setup►
        • Quality Setup Ribbon ►
          • Setup►
            • Quality Teams
            • Quality Units of Measure
            • Quality Check Categories
            • Quality Checks
            • Reason Codes
            • Tracking Code Status
            • Quality Tests
            • Automation Rule Reason Codes
            • Automation Rules
            • Compliance Documents►
              • Excluding a Vendor
            • Non-Conformance Sources
            • Non-Conformance Categories
            • Non-Conformance Task Templates
            • Report Selections
        • Quality Setup FastTabs ►
          • General FastTab
          • Numbering FastTab
          • Returns FastTab
          • Rework FastTab
          • Scrap FastTab
          • Lot and Serial Number Tracking FastTabs
          • Vendor Compliance FastTab
          • Non-Conformance FastTab
          • Document Links FastTab
      • User Setup
      • Clever Quality Orders ►
        • Creating a Quality Order►
          • Manual Quality Orders
        • Quality Order Card
        • Quality Order Ribbon
        • Recording Test Results
        • Warehouse Put-Away Card
      • Performing a Retest
      • Rework Orders
      • Transfer Orders
      • Purchase Returns
      • Vendor Compliance Process
      • Non-Conformance Process►
        • Non-Conformance Card
      • Reporting►
        • Quality Statistics
        • Quality Certificates
      • Clever Document Links
    • Developer Guide ►
      • Dependencies
      • External Business Events
    • Training Videos
    • Change Log
  • Clever Essentials ►
    • Clever Credit ►
      • User Guide►
        • Credit Control Setup►
          • Calculating Customer Statistics
          • Ageing Bands
          • Clever Credit - Assisted Setup
          • Credit Controllers►
            • New Credit Controllers - Assisted Setup
          • Clever Credit Status Codes
        • Permission Sets
        • Customer Card►
          • Customer Templates
        • Payment Methods
        • Customer Credit Status
        • Credit Held List►
          • Managing Credit Held Documents
        • Interactions & To-Do's ►
          • Clever Interaction Types
          • Clever Interactions
          • Clever To-Do's
          • Payment Gateway Integration
        • Collected Summary
        • Role Center
        • Power Automate
      • Training Videos
      • Change Log
      • FAQs
    • Clever Data Validation ►
      • User Guide►
        • Setup ►
          • Data Validation Setup
          • Permission Sets
          • Default Configuration
        • Data Validation Templates
        • Creating New Data Validation Templates
        • Standard Data Formats
        • Validating Data
        • Validating Configuration Packages
        • Document Release Checks
        • Supported Pages
        • Copilot and AI Capabilities ►
          • Suggest Data Validation Template Rules
      • Developer Guide ►
        • Dependencies
        • Adding Data Validation Action to Additional Pages
        • External Business Events
      • Training Videos
      • Change Log
    • Clever Document Delivery ►
      • User Guide►
        • Permission Sets
        • Document Delivery Setup ►
          • Default Configuration
          • Test Mode
          • Auto Send Setup
        • Password Protection
        • Printing Setup ►
          • PrintNode Setup
        • Document Types►
          • General FastTab
          • Delivery FastTab►
            • Email Accounts
          • Attachments FastTab►
            • Storing Attachments
            • Attachment Card Settings
          • Fields FastTab
          • Linked Tables
          • Custom Values
          • Email Body
          • Custom Rules
        • Document Styles►
          • Document Style Setup
          • Using Document Styles
          • Updating Existing Documents
          • Doc. Type Assignment on Posting
        • Processing Emails ►
          • Send Email
          • Queue Email
          • Do Not Auto Send
        • Job Queue Entries - Setup
        • Document Log►
          • Document Delivery Log FactBox
        • Automatic Customer Statements
        • AssureSign Integration ►
          • Overview
          • Connection Setup
          • Document Type Setup
          • Submitting Documents to AssureSign
        • Advanced Configuration ►
          • Advanced Config
          • Sending Different Attachments per Customer
          • Including User Names in Email Bodies
        • Appendix
        • FAQs
      • Developer Guide ►
        • Extending Clever Document Delivery
        • Invoking Clever Document Delivery
      • Training Videos
      • Change Log
    • Clever Document Links ►
      • User Guide►
        • Permission Sets
        • Default Configuration
        • Document Links Setup►
          • Migrating Attachments to Doc Links
        • Using SharePoint as the File Repository►
          • Azure Pre-Requisites
          • SharePoint Setup Wizard
          • SharePoint Authentication
          • Client Credentials Authentication
          • Extending the Client Secret
          • Migrating from Database to SharePoint Repositories
        • File Drop FactBox
        • Process Documents
        • Document Attributes
        • Linked Documents List
        • Processing Documents Using OCR ►
          • OCR Setup
          • Search Fields
          • Uploading Documents using OCR
        • Copilot and AI Capabilities ►
          • Using Copilot to search Linked Docs
        • Supported Pages
        • FAQs
      • Developer Guide ►
        • Dependencies
        • Adding Document Links Factbox to Additional Pages
        • Copying, Deleting and Renaming Document Links
      • Training Videos
      • Change Log
    • Clever Global Search ►
      • User Guide►
        • Clever Search Setup
        • Clever Search
        • Obfuscation
        • FAQ
      • Training Videos
      • Change Log
    • Clever PrintNode Integration ►
      • User Guide►
        • PrintNode Setup
        • Weighing Scales Integration
        • Printer Selections
        • API Key - Partner
        • API Key - End User
        • Frequently Asked Questions
      • Developer Guide ►
        • Overview
      • Change Log
    • Clever Comments ►
      • User Guide►
        • Setup ►
          • Comments Setup
          • Permission Sets
          • Default Configuration
        • Comment Types
        • Creating Comments
        • Comment Editor
        • Comment Notifications
        • Including Comments on Documents
        • Deleting Expired Comments
        • Standard Comments
        • Additional Comment Entities
        • Upgrading Existing Comments
        • Integration With Other Apps ►
          • Integration with Clever Shipment Management
          • Integration with Clever Shipping Agent Integration
          • Integration with Clever Manufacturing Plus
      • Developer Guide ►
        • Dependencies
        • Adding Comments to Additional Documents
        • Accessing Clever Comments Externally
      • Training Videos
      • Change Log
  • Other Clever Apps ►
    • Clever Payment Gateway ►
      • User Guide►
        • Supported Payment Providers
        • Permission Sets
        • Setup ►
          • Payment Gateway Setup ►
            • Setup
            • Default Configuration
            • Create Tenant
            • Updating Connection Details
          • Payment Gateway Provider Setup ►
            • Payment Provider►
              • Refund Reasons
            • Payment Provider Account
          • Payment Methods
          • Customer Card
          • Registering & Storing Cards
          • Scheduled Payment Setup
        • Using Payment Gateway ►
          • Creating a Sales Order
          • Taking Payments - New Cards
          • Taking Payments - Existing Cards
          • Payment Gateway Log
          • Posting Payments - Manually
          • Posting Payments - On Invoice
          • Processing Scheduled Payments
          • Processing Refunds
        • Overview of Payment Process
      • Change Log
    • Clever Landed Costs ►
      • User Guide►
        • Permission Sets
        • Landed Cost Setup
        • Landed Cost Categories
        • Landed Cost Types
        • Landed Cost Assignment
        • Purchase Orders
        • Landed Cost Containers►
          • Landed Cost Vehicles
          • Container Warehouse Receipt
          • Closed Container
        • Purchase Receipts
        • Warehouse Receipts
        • Invoicing Landed Costs
        • Financial Postings
        • Landed Cost Journal
        • Appendix
      • Change Log
    • Clever Dashboard ►
      • User Guide►
        • Setup
        • Dashboard Measures
        • Dashboards
      • Change Log
    • Clever Rebates ►
      • User Guide►
        • Setup ►
          • Chart of Accounts
          • No Series
          • Rebate Setup►
            • Assisted Setup for Rebates
          • Linking Customers and Vendors
          • Buying Groups
          • Automatic Accrual Posting
          • Automatic Document Posting
        • Using Rebates ►
          • Overview
          • Rebate Card ►
            • General FastTab►
              • Purchase Rebates for Goods Sold
            • Lines FastTab
            • Rebate Summary
            • Customer & Vendor Allocations
            • Tiered Rebates - Scheme Steps
            • Rebate Entries
          • Create Accrual Journal
          • Create Document Output
          • Combining Output Documents
          • Reversed Accrual Entries
        • Exclude from Rebates
        • Reporting
      • Developer Guide
      • Training Videos
      • Change Log
    • Clever Payment Plan ►
      • User Guide►
        • Setup
        • Payment Plan Templates►
          • Assisted Setup
        • Assigning Customers
        • Using Payment Plans ►
          • Sales Orders
          • Editing Payment Plans
          • Excluding Invoices
          • Creating Invoices►
            • Closing Invoices
          • Reversal Invoices into Credit Memos
          • Scheduling Payment Plan Invoices
        • Reporting
      • Developer Guide
      • Change Log
    • Clever Invoicing Enhancements ►
      • User Guide►
        • Setup
        • Invoice Consolidation Methods ►
          • Order by Order
          • Per shipment
      • Developer Guide
      • Training Videos
      • Change Log
    • Clever Config ►
      • Clever Printer Selections
    • Clever Item Tracking Plus ►
      • User Guide►
        • Setup►
          • Item Tracking Codes
        • Shelf Life Requirements
        • Lot No Information►
          • Change Expiration Date
          • Sub-Lotting
        • Order Processing
        • Reporting
      • Change Log
Clever Dynamics

Clever Dynamics

  • Home
  • Clever App Releases
    • Release Schedule
    • What's New
      • New App Releases
        • Clever Manufacturing Plus - Version 1.0
        • Clever Labelling - Version 1.0
  • Welcome to Clever Apps
    • Clever App Dependency Matrix
    • Installing Clever Apps into On-Premise Environments
    • Clever App Licencing for On-Premise Environments
    • Clever Dynamics Licensing Registration Page
  • Warehousing
    • Clever WMS Devices
      • User Guide
        • Role Centre
        • Setup
          • Handheld Device Setup
            • Using the Connection Wizard
            • Installing the Clever Handheld for Warehousing App
            • Connecting the Clever Handheld App to Business Central
            • Sharing Settings Between Handheld Devices
          • Clever WMS Devices Setup
            • Overview
            • Default Configuration
            • General FastTab
            • Printing FastTab
            • Receipt FastTab
            • Pick FastTab
            • Shipment FastTab
            • Warehouse Activities FastTab
            • Movement FastTab
            • Phys. Inventory FastTab
            • Req. Phys Inventory FastTab
            • Putaway FastTab
            • Production FastTab
            • Assembly FastTab
            • Registration Setting FastTab
            • Ribbon Actions
          • Clever Device Framework Setup
          • Clever WMS Device Users
            • Clever Device Users
            • Clever Device User Groups
            • Assigning Device Users to Warehouse Documents
          • Device Menu & Themes
          • Device Functions
            • Device Functions Overview
            • Setup - Loading and Load Post Functions
            • Device Function Optimisation
          • Device Enquiries
            • Device Enquiries Overview
            • Device Enquiry Filters
            • Device Enquiry Columns
            • Device Enquiry Drill-Down
          • Device Personalization
          • Devices
          • Device Groups
          • Clever WMS Device Reasons
          • Clever WMS Devices Zones
          • Clever WMS Device Asset Log
          • Location Card Setup
          • Item Tracked Items Setup
          • Under and Over Receipting Setup
          • Clever Printer Selection Setup
        • Usage
          • Device Functions
            • Receiving
              • Overview
              • Receipt Function
              • Rcpt. by Item Function
              • Rcpt. by Vendor Function
              • Put-Away Function
              • Container Put-Away Function
              • Bulk Transfer Receipt Function
            • Picking
              • Overview
              • Pick Function
              • Express Pick Function
              • Container Pick Function
              • Shipment Function
              • Loading Function
              • Load Post Function
            • Enquiries
            • Internal
              • Overview
              • Movement Function
              • Container Movement Function
              • Directed Movement Function
              • Physical Inventory Function
              • Requested Physical Inventory Function
              • Physical Inventory Recording Function
              • Container Inventory Movement Function
              • Container Consolidation Function
              • Add Bin Contents Function
              • Bin Block Function
              • Item Reference Function
              • Substitution Function
            • Manufacturing
              • Overview
              • Production Consumption Function
              • Production Output Function
              • Assembly Function
            • Printer Selection
              • Overview
              • Default Printer Selections
              • Print Area Selection
            • Switch Location
            • Switch User
          • Clever Device Log
            • Clever Device Log
            • Clear Device Log Report
            • Using Retention Policies
        • Additional Information
          • Extension Management
          • Onboarding Resources
          • Permission Sets
          • Clever WMS Device Printers
          • GS1 Identifiers
          • Token Registration
          • Device App - Renew the Settings
          • Voice Setup
          • Barcode Processing
          • Appendix
          • Date Formatting
      • Developers Guide
        • Introduction
        • Validation, Context, Response, & Column Style
        • Round Trip of a Receipt
        • Extending the Solution
        • Published Events
        • Sender & Session Functions
        • Bespoke Examples
        • General Examples
        • New Bespoke Functions
        • Developing in a Local Docker Container
        • Device Function Optimisation - Avoid Round Trip Functions
        • On-Server Barcode Processing
      • Training Videos
      • Change Log (App)
      • Change Log (Device)
      • FAQ
    • Clever WMS Plus
      • User Guide
        • Permission Sets
        • Setup
          • Bin Code Formats
          • Put-Away Templates
          • Pick Templates
          • Pick Worksheet Templates
          • Upgrading an Existing Location
        • Warehouse Layout
          • Laying Out the Warehouse
          • Locations
            • Location Card Enhancements
            • Location History and Statistics
          • Zones
            • Zone List Enhancements
            • Zone History and Statistics
          • Racks
            • Racks List
            • Create Racks Batch Job
            • Rack Bin Creation
            • Rack History and Statistics
          • Bins
            • Bin Areas
            • Bins List Enhancements
            • Create Floor Bins Batch Job
            • Bin Content Enhancements
            • Bin History and Statistics
          • Put-away/Pick Routes
          • Bin Rules
          • Printing Bin Labels
        • Items and Stockkeeping Units
          • Item Card Enhancements
          • Stockkeeping Unit Card Enhancements
          • Warehouse Item Information Worksheet
        • Warehouse Processing
          • Pick Worksheet Enhancements
          • Automated Bin Replenishment
          • Physical Inventory Enhancements
            • Physical Inventory Journals
            • Warehouse Physical Inventory Journals
            • Physical Inventory Orders
          • Correcting Picks
          • Transfer Losses
          • Bin Suspensions
          • Warehouse Employee Enhancements
        • Creating Warehouse Documents
          • Create Warehouse Shipments
          • Create Warehouse Receipts
        • Analysis and Enquires
          • Location Visual Enquiry
            • Visual Enquiry Setup
            • Using the Visual Enquiry
          • Location Statistics
          • Location Statistics by Warehouse Employee
          • Item Age Composition
          • Item Expiration
          • Physical Inventory
        • Reports
          • Item Expiration Value
          • Physical Inventory Accuracy
        • Glossary
      • Developer Guide
        • Dependencies
        • Extending Put-Away Templates
        • Extending Pick Templates
        • Extending Bin Rules
        • Extending the Visual Warehouse Enquiry
      • Change Log
    • Clever WMS Containers
      • User Guide
        • Permission Sets
        • Extension Management
        • Container Types
        • Container Journals and Batches
        • Container Setup
          • Container Setup
          • General FastTab
          • SSCC FastTab
          • Ribbon Options
        • Customer Card
        • Item Card
        • Item Categories
        • Location Card
        • Bins
        • Shipment Bins
        • Container Card
          • Container Card
          • Ribbon Options
        • Using Container Functionality on Handheld Devices
          • Setting up Container Device Functions
          • Adding Container Device Functions to a Device Menu
          • Clever WMS Devices Setup
        • Container Journals
        • Processing Warehouse Documents with Containers
          • Warehouse Receipts
          • Warehouse Put-Aways
          • Warehouse Shipments
          • Warehouse Picks
        • Posted Sales Shipments
        • Sales Orders
        • Appendix
          • Container Tracking Matrix
      • Change Log
    • Clever Shipment Management
      • User Guide
        • Shipment Management Role Centre
        • Setup
          • Shipment Management Setup
            • Overview
            • Default Configuration
            • Scheduling Tab
            • Routes Tab
            • Shipping Tab
            • Warehouse Tab
            • Production Tab
            • Proof of Delivery Tab
            • Integrations Tab
            • Ribbon Actions
            • Proof of Delivery Reason Codes
          • Route Status List
            • Route Status List Overview
            • Creating a Route Status List
            • Status Types
            • Using Third Party Transport
          • Report Selections - Shipment Management
          • Customer Card
          • Ship-To Address Card
          • Warehouse Employees
        • Delivery Areas and Schedules
          • Delivery Areas
          • Delivery Schedules
          • Delivery Area Schedules
          • Shipment Management Vehicle Types
          • Shipment Management Vehicles
          • Shipment Management Drivers
          • Update Existing Documents
          • Using Call Lists
        • Shipping Agent Usage and Charges
          • Setting Up Shipping Agent Usage and Charges
          • Selecting a Shipping Agent and Charge on a Sales Document
        • Adding Source Documents to a Shipment Management Route
          • Assigning Source Documents to a Route
          • Releasing a Sales Document
          • Shipment Management Route FactBox
        • Using Routes
          • Shipment Management Routes List
          • Shipment Management Route Card
          • Reserving Items for a Route
          • Viewing the Route on a Map
          • Managing Drops
          • Drop Time Slots
          • Sales Return Orders - Collection Addresses
          • Processing the Status of a Route
          • Using in Conjunction with Clever WMS Devices
          • Proof of Delivery
          • Handling Failed Deliveries
          • Posted Shipment Management Routes
          • Changing Shipping Agent and/or Services on Multiple Routes
        • Integration With Other Clever Apps
          • Clever Shipping Agent Integration
          • Clever Document Delivery
          • Clever Comments
          • Clever WMS Devices
        • Third-Party Integrations
          • PODFather
            • About PODFather
            • Setup
              • Enabling PODFather Integration
              • PODFather Settings Page
              • PODFather Field Mapping
              • Customer Card
              • Synchronising Locations, Vehicle Types and Vehicles with PODFather
              • Synchronising Drivers with PODFather
              • Logging PODfather API Calls
              • Check PODS Completed Status
            • Synchronising a Route with PodFather
            • Tracking the Progress of a Drop from a Route
            • Tracking the Progress of a Drop from a Sales Document
            • Checking Driver Status
            • Downloading Proof of Deliveries
            • Performing a Vehicle Check
          • Bing Maps
            • About Bing Maps
            • Setup
              • Enabling Bing Maps Integration
            • Enhanced Route Map
            • Enhanced Drop Address
            • Routes for Date/Location
            • Route Drops Map
            • Route Optimisation
            • Delivery Area Map
            • Bing Maps Deprecation
          • What3Words
            • About What3Words
            • Setup
              • What3Words Setup
            • Using What3Words
        • Additional Information
          • Onboarding Resources
          • Permission Sets
          • Shipment Management Drop Pages
          • Warehouse Document Changes
          • Route Status List Changes (Version 1.4)
          • Including Shipping Charges on Warehouse Documents (Up to Version 1.3.1)
        • FAQs
      • Developer Guide
        • Dependencies
        • Creating a New Status Type
        • External Business Events
      • Training Videos
      • Change Log
    • Clever Shipping Agent Integration
      • User Guide
        • Extension Management
        • Permission Sets
        • Default Configuration
        • Supported Shipping Agents
        • Shipping Agent Integration - Assisted Setup
          • Shipping Agent Integration - Assisted Setup Overview
          • Setup Clever Shipping Agent Integration Wizard
          • Setup Shipping Agent with Shipping Agent Integration Wizard
        • System Setup
          • PrintNode Setup
          • Clever Printer Selection Setup
          • Printer Settings
          • Shipping Methods
          • Shipping Classifications
          • Item Fields Required for Shipment Agent Integration
          • Shipping Agent Integration Setup
          • Integration Setup
          • Countries/Regions
          • Export Reason Codes
          • Customer Card
          • General Ledger Setup
        • Shipping Agent Setup
          • Interface Card
          • Shipping Agent Card
            • Shipping Agents List
            • Shipping Agent Card
            • Packaging Definitions
            • Label Definitions
            • Shipping Agent Integration Services
            • Shipping Agent Parameters
            • Shipping Agent Services
          • Delivery Instructions
        • Shipping Item Classifications
          • Shipping Item Classifications
          • Copying Shipping Item Classifications
          • Updating Warehouse Shipments
        • Orders & Shipments
          • Consigning Sales Orders
          • Custom Addresses
          • Warehouse Shipments
          • Integration with Clever WMS Containers
          • Export Orders - Container Processing
          • Package Tracking
          • Posting Warehouse Shipment
          • Posted Sales Shipments
        • Sales Return Orders
        • Consignments
          • Consignments
          • Manually Creating Consignments
          • Consignment Packaging Document
          • Consignment Label Printing
          • Consignment Submission
          • Consignment Submission Errors
          • Consignment Cancellations
          • Consignment - Parcel Tracking Emails
          • Clean Up Process for Consignments
          • Consignment - Other Functionality
        • Integration with Clever WMS Devices
        • API Integration & Troubleshooting
          • Consignment Message Requests
          • Consignment Message Response
          • Consignment Error Troubleshooting
          • Exporting Message Requests
          • Exporting Message Responses
          • Exact XML Submission
        • Additional Information
          • DHL Express - Additional Services
          • DPD - Additional Information
          • DPD Local - Additional Information
        • FAQ's
        • Glossary
      • Training Videos
      • Change Log
    • Clever Labelling
      • User Guide
        • Getting Started
        • Default Configuration
        • Clever Labelling Setup
        • 3rd Party Integration
          • Bartender Setup
          • Loftware Setup
        • Label Design
          • Designing Labels
          • Data Item Setup
        • Report Barcode Selection
        • Trigger Management
          • Create Label Triggers
          • Criteria Mgmt.
        • Label Printing
          • Printer Setup
          • Item Label Setup
          • Manual Label Printing
          • Automated Label Printing
          • Container Labels
          • Samples
      • FAQ
      • Change Log
  • Manufacturing
    • Clever MES
      • User Guide
        • Getting Started
        • Permission Sets
        • Using Device Licenses with MES
        • Portal Framework
          • Portal Applications
          • Devices
          • Device Data
        • Default Configuration
        • MES Setup
          • Registering the Application
          • General FastTab
          • Data Selections FastTab
          • Output Screen FastTab
          • Components FastTab
          • Operators FastTab
          • Stop Codes FastTab
          • Routing FastTab
          • Device Status Colours
          • Other Actions
        • Weigh Scale Setup
        • MES Operators
        • Machine Centres
        • Parallel Routings
        • Stop Codes
        • MES Exit Codes
        • Instructions
        • Displaying Item Pictures on MES Screen
        • Displaying Item Attributes on MES Screen
        • By-Products
        • Posting Scrap
        • MES Page Instructive Texts
        • Using the MES Screen
          • Logging In
          • Production Order Search
          • Machine Information
          • Production Information
          • Posting Components
          • Weigh Scale Consumption
          • Consumption Reversal
          • Item Tracking - Lot, Serial & Containers
          • Operator Information
          • Production Routing Lines
          • Notes
          • Output Quantities
          • Weigh Scale Output
          • Output Reversal
          • Creating Output and Stopping Operations
          • Switching Devices
        • MES Logging
        • Appendix
      • Developer Guide
      • Training Videos
      • Change Log
    • Clever Attributes
      • User Guide
        • Defining Clever Attributes
        • Clever Attribute Setup
        • Assigning Clever Attribute Values to Item
        • Lot Tracked Items - Lot No. Information Card
        • Using Clever Attributes on Routings
        • Production Order Routings
        • Output/Production Journals
        • Using Clever Attributes with Clever MES
        • Appendix
      • Change Log
    • Clever Manufacturing Plus
      • User Guide
        • Setup
          • Permissions
          • Default Configuration
        • Tooling
          • Overview
          • Setup
          • Tool Creation
          • Tool Attributes
          • Tool Status
          • Using Tools With Routings
          • Using Tools on Production Orders
          • Posting Usage
        • Engineering Change Control
          • Overview
          • Setup
          • Approval Setup
          • Engineering Change Requests
          • Creating a Change Request
          • Managing Change Requests
          • Approvals
          • Registering Change Requests
        • Production By-Products
          • Overview
          • Setup
          • Assigning to Items/SKUs
          • Creating Production By-Products
          • Production By-Product Versions
          • Outputting By-Products
        • Analysis
          • Overview
          • Production BOM
          • Routing
          • By-Product
        • Visualisations and Enquires
          • Overview
          • Production Status Timeline
          • Production Status Factbox
          • BOM & Routing Diagrams
          • Load View
        • Production BOM and Routing Enhancements
          • Version Visibility
      • Change Log
  • Trade
    • Clever Trade Plus
      • User Guide
        • Sales Re-ordering
          • Setup
          • Inclusions for Re-ordering
          • Exclusions from Re-ordering
          • Guide
        • Approved Items
          • Setup
          • Guide
        • Blanket Order Enhancements
          • Setup
          • Guide
        • Item Status Approvals
          • Setup
          • Guide
        • Mandatory Ship-To Codes
          • Setup
          • Guide
        • Duplicate Item References
          • Setup
          • Guide
        • External Doc No Controls
          • Setup
          • Guide
        • Archive on Release
          • Setup
          • Guide
        • Retain Posted Documents
          • Setup
          • Guide
        • Sales & Purchase Input Log
          • Setup
          • Guide
        • Back Order Cancellation
          • Cancel Back Order
          • Automatic Back Order Cancellation
            • Setup
            • Guide
        • Assigned User ID on documents
        • Quote Expiration Date
        • Warehouse Shipment/Inventory Pick Restrictions
        • Surcharges
          • Setup
            • Creating Assignments
          • Guide
        • Catchweight
          • Setup
          • Item Setup
          • Pricing
          • Recording Catchweight
        • Item Attribute Management
          • Guide
          • Using Copilot Search
          • Export & Import Item Attribute Values
        • Drop Shipment Invoicing
          • Setup
          • Guide
        • Dimension Management
          • Associated Dimensions Setup
          • Using Associated Dimensions
          • Dimension Value Updates
          • Logo by Dimension Setup
          • Using Logo by Dimensions
      • Training Videos
      • Change Log
    • Clever Promotions
      • User Guide
        • Permission Sets
        • Promotion Setup
        • Customer
        • Promotion Codes
        • Promotion Item Groups
        • Creating a Promotion
          • Promotions List
          • Promotions Card
            • Promotions Card - Assisted Setup
        • Using Promotions
          • Sales Order Process
            • Document Promotion Codes
            • Promotion Summary
        • Example Scenarios
        • FAQs
      • Training Videos
      • Change Log
    • Clever EDI
      • User Guide
        • Getting Started
        • Clever EDI Setup
          • EDI Setup
          • General FastTab
          • Systems FastTab
          • Email Contact FastTab
          • Inbound Web Service FastTab
        • Document Agreements
          • Creating A Document Agreement
          • Partner Setup FastTab
          • Message Agreements FastTab
          • Message Options FastTab
          • Document Validation FastTab
        • Document Types
        • Pending Inbound Documents
        • Outbound Documents
        • EDI Portal
        • Field Mapping
        • Using Clever WMS Containers
          • Creating EDI ASN's for Containers
          • Create Container Tracking Entries
        • FAQs
        • Appendix
      • Training Videos
      • Change Log
  • Clever Quality
    • User Guide
      • Permission Sets
      • Clever Quality Setup
        • Quality Setup Ribbon
          • Setup
            • Quality Teams
            • Quality Units of Measure
            • Quality Check Categories
            • Quality Checks
            • Reason Codes
            • Tracking Code Status
            • Quality Tests
            • Automation Rule Reason Codes
            • Automation Rules
            • Compliance Documents
              • Excluding a Vendor
            • Non-Conformance Sources
            • Non-Conformance Categories
            • Non-Conformance Task Templates
            • Report Selections
        • Quality Setup FastTabs
          • General FastTab
          • Numbering FastTab
          • Returns FastTab
          • Rework FastTab
          • Scrap FastTab
          • Lot and Serial Number Tracking FastTabs
          • Vendor Compliance FastTab
          • Non-Conformance FastTab
          • Document Links FastTab
      • User Setup
      • Clever Quality Orders
        • Creating a Quality Order
          • Manual Quality Orders
        • Quality Order Card
        • Quality Order Ribbon
        • Recording Test Results
        • Warehouse Put-Away Card
      • Performing a Retest
      • Rework Orders
      • Transfer Orders
      • Purchase Returns
      • Vendor Compliance Process
      • Non-Conformance Process
        • Non-Conformance Card
      • Reporting
        • Quality Statistics
        • Quality Certificates
      • Clever Document Links
    • Developer Guide
      • Dependencies
      • External Business Events
    • Training Videos
    • Change Log
  • Clever Essentials
    • Clever Credit
      • User Guide
        • Credit Control Setup
          • Calculating Customer Statistics
          • Ageing Bands
          • Clever Credit - Assisted Setup
          • Credit Controllers
            • New Credit Controllers - Assisted Setup
          • Clever Credit Status Codes
        • Permission Sets
        • Customer Card
          • Customer Templates
        • Payment Methods
        • Customer Credit Status
        • Credit Held List
          • Managing Credit Held Documents
        • Interactions & To-Do's
          • Clever Interaction Types
          • Clever Interactions
          • Clever To-Do's
          • Payment Gateway Integration
        • Collected Summary
        • Role Center
        • Power Automate
      • Training Videos
      • Change Log
      • FAQs
    • Clever Data Validation
      • User Guide
        • Setup
          • Data Validation Setup
          • Permission Sets
          • Default Configuration
        • Data Validation Templates
        • Creating New Data Validation Templates
        • Standard Data Formats
        • Validating Data
        • Validating Configuration Packages
        • Document Release Checks
        • Supported Pages
        • Copilot and AI Capabilities
          • Suggest Data Validation Template Rules
      • Developer Guide
        • Dependencies
        • Adding Data Validation Action to Additional Pages
        • External Business Events
      • Training Videos
      • Change Log
    • Clever Document Delivery
      • User Guide
        • Permission Sets
        • Document Delivery Setup
          • Default Configuration
          • Test Mode
          • Auto Send Setup
        • Password Protection
        • Printing Setup
          • PrintNode Setup
        • Document Types
          • General FastTab
          • Delivery FastTab
            • Email Accounts
          • Attachments FastTab
            • Storing Attachments
            • Attachment Card Settings
          • Fields FastTab
          • Linked Tables
          • Custom Values
          • Email Body
          • Custom Rules
        • Document Styles
          • Document Style Setup
          • Using Document Styles
          • Updating Existing Documents
          • Doc. Type Assignment on Posting
        • Processing Emails
          • Send Email
          • Queue Email
          • Do Not Auto Send
        • Job Queue Entries - Setup
        • Document Log
          • Document Delivery Log FactBox
        • Automatic Customer Statements
        • AssureSign Integration
          • Overview
          • Connection Setup
          • Document Type Setup
          • Submitting Documents to AssureSign
        • Advanced Configuration
          • Advanced Config
          • Sending Different Attachments per Customer
          • Including User Names in Email Bodies
        • Appendix
        • FAQs
      • Developer Guide
        • Extending Clever Document Delivery
        • Invoking Clever Document Delivery
      • Training Videos
      • Change Log
    • Clever Document Links
      • User Guide
        • Permission Sets
        • Default Configuration
        • Document Links Setup
          • Migrating Attachments to Doc Links
        • Using SharePoint as the File Repository
          • Azure Pre-Requisites
          • SharePoint Setup Wizard
          • SharePoint Authentication
          • Client Credentials Authentication
          • Extending the Client Secret
          • Migrating from Database to SharePoint Repositories
        • File Drop FactBox
        • Process Documents
        • Document Attributes
        • Linked Documents List
        • Processing Documents Using OCR
          • OCR Setup
          • Search Fields
          • Uploading Documents using OCR
        • Copilot and AI Capabilities
          • Using Copilot to search Linked Docs
        • Supported Pages
        • FAQs
      • Developer Guide
        • Dependencies
        • Adding Document Links Factbox to Additional Pages
        • Copying, Deleting and Renaming Document Links
      • Training Videos
      • Change Log
    • Clever Global Search
      • User Guide
        • Clever Search Setup
        • Clever Search
        • Obfuscation
        • FAQ
      • Training Videos
      • Change Log
    • Clever PrintNode Integration
      • User Guide
        • PrintNode Setup
        • Weighing Scales Integration
        • Printer Selections
        • API Key - Partner
        • API Key - End User
        • Frequently Asked Questions
      • Developer Guide
        • Overview
      • Change Log
    • Clever Comments
      • User Guide
        • Setup
          • Comments Setup
          • Permission Sets
          • Default Configuration
        • Comment Types
        • Creating Comments
        • Comment Editor
        • Comment Notifications
        • Including Comments on Documents
        • Deleting Expired Comments
        • Standard Comments
        • Additional Comment Entities
        • Upgrading Existing Comments
        • Integration With Other Apps
          • Integration with Clever Shipment Management
          • Integration with Clever Shipping Agent Integration
          • Integration with Clever Manufacturing Plus
      • Developer Guide
        • Dependencies
        • Adding Comments to Additional Documents
        • Accessing Clever Comments Externally
      • Training Videos
      • Change Log
  • Other Clever Apps
    • Clever Payment Gateway
      • User Guide
        • Supported Payment Providers
        • Permission Sets
        • Setup
          • Payment Gateway Setup
            • Setup
            • Default Configuration
            • Create Tenant
            • Updating Connection Details
          • Payment Gateway Provider Setup
            • Payment Provider
              • Refund Reasons
            • Payment Provider Account
          • Payment Methods
          • Customer Card
          • Registering & Storing Cards
          • Scheduled Payment Setup
        • Using Payment Gateway
          • Creating a Sales Order
          • Taking Payments - New Cards
          • Taking Payments - Existing Cards
          • Payment Gateway Log
          • Posting Payments - Manually
          • Posting Payments - On Invoice
          • Processing Scheduled Payments
          • Processing Refunds
        • Overview of Payment Process
      • Change Log
    • Clever Landed Costs
      • User Guide
        • Permission Sets
        • Landed Cost Setup
        • Landed Cost Categories
        • Landed Cost Types
        • Landed Cost Assignment
        • Purchase Orders
        • Landed Cost Containers
          • Landed Cost Vehicles
          • Container Warehouse Receipt
          • Closed Container
        • Purchase Receipts
        • Warehouse Receipts
        • Invoicing Landed Costs
        • Financial Postings
        • Landed Cost Journal
        • Appendix
      • Change Log
    • Clever Dashboard
      • User Guide
        • Setup
        • Dashboard Measures
        • Dashboards
      • Change Log
    • Clever Rebates
      • User Guide
        • Setup
          • Chart of Accounts
          • No Series
          • Rebate Setup
            • Assisted Setup for Rebates
          • Linking Customers and Vendors
          • Buying Groups
          • Automatic Accrual Posting
          • Automatic Document Posting
        • Using Rebates
          • Overview
          • Rebate Card
            • General FastTab
              • Purchase Rebates for Goods Sold
            • Lines FastTab
            • Rebate Summary
            • Customer & Vendor Allocations
            • Tiered Rebates - Scheme Steps
            • Rebate Entries
          • Create Accrual Journal
          • Create Document Output
          • Combining Output Documents
          • Reversed Accrual Entries
        • Exclude from Rebates
        • Reporting
      • Developer Guide
      • Training Videos
      • Change Log
    • Clever Payment Plan
      • User Guide
        • Setup
        • Payment Plan Templates
          • Assisted Setup
        • Assigning Customers
        • Using Payment Plans
          • Sales Orders
          • Editing Payment Plans
          • Excluding Invoices
          • Creating Invoices
            • Closing Invoices
          • Reversal Invoices into Credit Memos
          • Scheduling Payment Plan Invoices
        • Reporting
      • Developer Guide
      • Change Log
    • Clever Invoicing Enhancements
      • User Guide
        • Setup
        • Invoice Consolidation Methods
          • Order by Order
          • Per shipment
      • Developer Guide
      • Training Videos
      • Change Log
    • Clever Config
      • Clever Printer Selections
    • Clever Item Tracking Plus
      • User Guide
        • Setup
          • Item Tracking Codes
        • Shelf Life Requirements
        • Lot No Information
          • Change Expiration Date
          • Sub-Lotting
        • Order Processing
        • Reporting
      • Change Log

Training Videos

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