Clever Dynamics
×
Loading...

Clever Dynamics

  • Home
  • Clever App Release Plan
    • Release Schedule - Mar 23 to Aug 23
    • What's New and Planned
      • March 2023
        • NOW RELEASED!! - Clever Document Links - Version 1.5
        • Clever Shipment Management - Version 1.3.1
        • Clever Document Delivery - Version 2.21
      • April 2023
        • Clever WMS Plus - Version 1.1
      • NEW APP RELEASE! - Clever Payment Gateway
      • NEW APP RELEASE! - Clever Comments
      • COMING SOON! - Clever Quality
  • 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
        • About
        • Getting Started
        • Permission Sets
        • Extension Management
        • Role Centre
        • Clever WMS Devices Setup
          • Default Configuration Packages
          • Connecting Handheld Devices
          • General FastTab
          • Printing FastTab
          • Receipt FastTab
          • Pick FastTab
          • Shipment FastTab
          • Warehouse Activities FastTab
          • Movement FastTab
          • Req & Req. Phys. Inventory FastTabs
          • Putaway FastTab
          • Production FastTab
          • Registration Setting FastTab
          • Data Format
          • Clever Device Log
        • Clever Device Framework Setup
        • Clever Device Users
        • Clever Device User Groups
        • Clever WMS Device Printers
        • Device Menu & Themes
        • Device Enquiries
        • Device Personalization
        • Clever WMS Device Reasons
        • Location Card
        • Item Tracking on Receipt of Items
        • Under and Over Receipting
        • Device Functions
          • What are Device Functions
          • Device Function Optimisation
          • Receiving
          • Picking
          • Enquiries
          • Internal
          • Stock Count
          • Manufacturing
          • Device & User Settings
        • Additional Information
          • GS1 Identifiers
          • Token Registration
          • Voice Setup
          • Barcode Processing
          • FAQ
          • Appendix
      • 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
        • About
        • Setup
          • Bin Code Formats
          • Put-Away Templates
          • Pick Templates
          • Pick Worksheet Templates
          • Warehouse Posting Restrictions
          • 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
        • Extending Put-Away Templates
        • Extending Pick Templates
        • Extending Bin Rules
        • Extending the Visual Warehouse Enquiry
      • Change Log
    • Clever WMS Containers
      • User Guide
        • About
        • 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
        • About
        • Permission Sets
        • Onboarding Resources
        • Setup
          • Shipment Management Setup
            • Overview
            • Scheduling Tab
            • Routes Tab
            • Shipping Tab
            • Purchase Collections/Returns Tab
            • Warehouse Tab
            • Production Tab
            • Numbering Tab
          • Route Status List
          • Status Types
          • Report Selections
          • Report Selections - Proof of Delivery
        • 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
          • Including Shipping Charges on Warehouse Documents
        • Using Routes
          • Routes List
          • Route Card
          • Viewing the Route on a Map
          • Managing Drops
          • Drop Time Slots
          • Processing the Status of a Route
          • Posted Routes
          • Viewing and Selecting a Route from a Sales Document
          • Proof of Delivery
          • Using in Conjunction with Clever WMS Devices
          • Handling Failed Deliveries
        • 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
          • Bing Maps
            • About Bing Maps
            • Setup
              • Enabling Bing Maps Integration
            • Enhanced Drop Address
            • Route Optimisation
        • FAQs
      • Developer Guide
        • Creating a New Status Type
      • Training Videos
      • Change Log
    • Clever Shipping Agent Integration
      • User Guide
        • About
        • Permission Sets
        • Extension Management
        • 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
          • Label Printer Selection
          • 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
          • Posting Warehouse Shipment
          • Posted Sales Shipments
          • Package Tracking
        • 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
      • Change Log
  • Clever MES
    • Clever MES
      • User Guide
        • About
        • 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
          • Operators FastTab
          • Stop Codes FastTab
          • Device Status Colours
          • Other Actions
        • 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
          • Item Tracking - Lot and Serial Numbers
          • Operator Information
          • Production Routing Lines
          • Notes
          • Output Quantities
          • Creating Output and Stopping Operations
          • Switching Devices
        • MES Logging
        • Appendix
      • Developer Guide
      • Training Videos
      • Change Log
    • Clever Attributes
      • User Guide
        • About
        • 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
        • FAQs
        • Appendix
      • Change Log
  • Clever Essentials
    • Clever Credit
      • User Guide
        • About
        • Clever Credit Setup
        • Calculating Stats
        • Permission Sets
        • Clever Credit
        • Credit Controllers
        • Clever Credit - Assisted Setup
        • New Credit Controllers - Assisted Setup
        • Aging Bands
        • Payment Methods
        • Clever Credit Status Codes
        • Customer Card
        • Credit Held List
        • Service Document Held Credit List
        • Managing Credit Held Documents
        • Clever Interaction Types
        • Clever Interactions and To-do
        • Adding Notes
        • Customer Templates
        • Collected Summary
      • Training Videos
      • Change Log
    • Clever Data Validation
      • User Guide
        • About
        • Data Validation Templates
        • Data Validation Templates Card
        • Validate Data
        • Data Validation Error List
        • Appendix
        • FAQs
      • Training Videos
      • Change Log
    • Clever Document Delivery
      • User Guide
        • About
        • Permission Sets
        • Document Delivery Setup
          • Default Configuration
          • Test Mode
          • Auto Send Setup
        • Password Protection
        • Printing Setup
          • PrintNode Setup
          • On Prem Printing
        • 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
        • Processing Emails
          • Send Email
          • Queue Email
        • Job Queue Entries - Setup
        • Document Log
          • Document Delivery Log FactBox
        • 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
      • Developer Guide
        • Overview
        • Extending Clever Document Delivery
        • Invoking Clever Document Delivery
      • Training Videos
      • Change Log
    • Clever Document Links
      • User Guide
        • About
        • Permission Sets
        • Document Links Setup
        • Using SharePoint as the File Repository
          • SharePoint Setup Wizard
          • SharePoint Site and Library
          • SharePoint Authentication
          • Client Credentials Authentication
          • 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
        • FAQs
      • Developer Guide
      • Training Videos
      • Change Log
    • Clever Global Search
      • User Guide
        • About
        • Clever Search Setup
        • Clever Search
        • Obfuscation
        • FAQ
      • Training Videos
      • Change Log
    • Clever PrintNode Integration
      • User Guide
        • About
        • 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
        • About
        • Comment Types
        • Creating Comments
        • Comment Editor
        • Comment Notifications
        • Including Comments on Documents
        • Deleting Expired Comments
        • Standard Comments
        • Additional Comment Entities
        • Upgrading Existing Comments
      • Developer Guide
        • Adding Comments to Additional Documents
      • Training Videos
      • Change Log
  • Other Clever Apps
    • Clever Quality
      • User Guide
        • About
        • Clever Quality Setup
          • General FastTab
          • Scrap FastTab
          • Lot and Serial Number Tracking FastTabs
        • User Setup
        • Role Centre
          • Quality Team
          • Reason Codes
          • Check Codes
          • Tracking Code Status
          • Quality Tests
          • Test Automation
        • Clever Quality Orders
          • Creating a Quality Order
          • Quality Order Card
          • Passing the Quality Order
          • Failing the Quality Order
          • Changing Quality Order Status to On Hold
        • Rework Orders
        • Registering Scrap
        • Reporting
        • Known Issues
        • Developers Guide
        • Change Log
    • Clever Payment Gateway
      • User Guide
        • About
        • Supported Payment Providers
        • Payment Provider Test Cards
        • Overview of Payment Process
        • Permission Sets
        • Setup Required
          • Payment Gateway Setup
            • Connection Wizard
            • Apply Default Configuration
            • Create Tenant
            • Updating Connection Details
            • Payment Cardholder Number Series
          • Payment Gate Provider Setup
            • Payment Provider
            • Payment Provider Account
          • Payment Methods
          • Customer Card
          • 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
          • Reviewing Posted Entries for Payments
          • Processing Scheduled Payments
      • Change Log
    • Clever EDI
      • User Guide
        • About
        • 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
        • Creating EDI ASN's for Containers
        • FAQs
        • Appendix
      • Training Videos
      • Change Log
    • Clever Landed Costs
      • User Guide
        • About
        • Permission Sets
        • Landed Cost Types
        • Item Landed Costs
        • Purchase Orders
        • Landed Cost Containers
        • Purchase Receipts
        • Warehouse Receipts
        • Invoicing Landed Costs
        • Landed Cost Journal
        • Appendix
      • Change Log
    • Clever Promotions
      • User Guide
        • About
        • Permission Sets
        • Promotion Setup
        • 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 Dashboard
      • User Guide
        • About
        • Setup
        • Dashboard Measures
        • Dashboards
      • Change Log
    • Clever Config
      • About
      • Change Log

Developers Guide