Clever Dynamics
×
Loading...
Clever Dynamics
Home
Clever App Releases
Release Schedule
What's New
Latest App Releases
Clever Credit - Version 2.8.9
Clever Document Delivery - Version 3.0.7
Clever Document Links - Version 1.5.9
Clever Landed Costs - Version 4.6.5
Clever MES - Version 1.5.1
Clever Payment Gateway - Version 20.2.0
Clever Payment Plan - Version 2.0.5
Clever Promotions - Version 1.5.1
Clever Shipment Management - Version 1.4.7
Clever WMS Devices - Version 7.10.2
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
Clever WMS
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
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
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
FAQ
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)
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
Numbering 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
Vehicles
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
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
Additional Information
Onboarding Resources
Permission Sets
Shipment Management Drop Pages
Integration with Clever Comments
Warehouse Document Changes
Route Status List Changes (Version 1.4)
Including Shipping Charges on Warehouse Documents (Up to Version 1.3.1)
Integrations
PODFather
About PODFather
Setup
Enabling PODFather Integration
PODFather Field Mapping
Synchronising Locations (Depots)
Synchronising Drivers
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
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
What3Words
About What3Words
Setup
What3Words Setup
Using What3Words
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
Ship-To Address Card
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 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
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
Permission Sets
Assisted Setup
Default Configuration
Data Validation Setup
Data Validation Templates
Creating New Data Validation Templates
Standard Data Formats
Validating Data
Validating Configuration Packages
Supported Pages
Copilot and AI Capabilities
Suggest Data Validation Template Rules
Workflow Integration
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
Using SharePoint as the File Repository
SharePoint Setup Wizard
SharePoint Site and Library
SharePoint Authentication
Client Credentials Authentication
Extending the Client Secret
Basic Authentication
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
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
Permission Sets
Default Configuration
Assisted Setup
Comments Setup
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 Clever Shipment Management
Developer Guide
Dependencies
Adding Comments to Additional Documents
Training Videos
Change Log
Other Clever Apps
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 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 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 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 Landed Costs
User Guide
Permission Sets
Landed Cost Setup
Landed Cost Categories
Landed Cost Types
Item Landed Costs
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 Promotions
User Guide
FAQs
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
Training Videos
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
Default Configuration
Linking Customers and Vendors
Buying Groups
Automatic Accrual Posting
Automatic Document Posting
Using Rebates
Overview
Rebate Card
General FastTab
Lines FastTab
Rebate Summary
Customer & Vendor Allocations
Tiered Rebates - Scheme Steps
Rebate Entries
Create Accrual Journal
Create Document Output
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 Trade Plus
User Guide
Sales Re-ordering
Setup
Inclusions for Re-ordering
Exclusions from Re-ordering
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
Training Videos
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
New Bespoke Functions
These published events allow the creation of completely new bespoke device functions…
