Add Shipping Number to Order Function in Naologic Actions

The Add Shipping Number to Order function is designed to assign a shipping number to a specific sales order. This function streamlines the sales and order fulfillment process by associating shipping details with the relevant documents while ensuring accuracy and avoiding errors.

What is the Add Shipping Number to Order Function?

This function updates a sales document by adding a shipping number to it. It allows users to specify conditions, such as the order status, to ensure shipping numbers are only assigned under appropriate circumstances (e.g., orders with an "unpaid" status).

How to Add the Add Shipping Number to Order Function

While editing the desired installed action:

1. Click on the "Add Function" button inside the action edit modal.

2. Search for "Add Shipping Number to Order" in the list of available functions.

3. Select the function to include it in the action.

4. Configure the function:

   • Sales Document: Select the sales document to which the shipping number will be added.

   • Sales Shipping Document: Choose the shipping document that contains the shipping details.

   • Sales Settings Document: Specify the settings document that governs shipping and sales configurations.

   • Allow If Status: Optionally set a condition to allow adding the shipping number only if the sales document matches a specific status (e.g., "unpaid").

5. Save the action settings.

By configuring these fields, the function ensures that the shipping number is correctly associated with the appropriate sales document while adhering to predefined rules.

The Add Shipping Number to Order function helps maintain order accuracy and prevents unintended overrides by enforcing conditional logic, making it an essential tool for managing sales workflows.