# Config

<details>

<summary>Media</summary>

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Configure Column Views](https://salesorder.wistia.com/medias/ygnpz13tyo)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Configure Filters](https://salesorder.wistia.com/medias/x89sxagyoa)

</details>

{% hint style="info" %}
Use Ctrl-F and the field name to quickly locate and review the description
{% endhint %}

### General Configuration

<table><thead><tr><th width="150">General Config</th><th>Notes</th></tr></thead><tbody><tr><td><p>Allow Assembly Items in </p><p>Stock Adjustments</p></td><td></td></tr></tbody></table>

### Goods In > Receive with PO

<table><thead><tr><th width="150">Goods in>Receive with PO</th><th>Notes</th></tr></thead><tbody><tr><td>Default receive location</td><td>Sets the default receive location on the Barcode device</td></tr><tr><td>Show Status</td><td>Display on Barcode device</td></tr><tr><td>Show Supplier Name</td><td>Display on Barcode device</td></tr><tr><td>Show Item Description</td><td>Display on Barcode device</td></tr><tr><td>Show Serial/Lot</td><td>Display on Barcode device</td></tr><tr><td>Move back on confirm pick</td><td></td></tr><tr><td>Auto-create Item receipt</td><td>Creates an Item Receipt in the main app. Process decision - warehouse or accounts team creates the Item receipt. See Using Item Receipt.</td></tr><tr><td>Show putaway Location</td><td>Display on Barcode device</td></tr><tr><td>Enable Transaction locking</td><td>Prevents another Barcode or Warehouse manager accessing documents opened by other users</td></tr><tr><td>Over Receive Tolerance %</td><td>Percentage of Purchasing Unit of Measure that can be over received </td></tr><tr><td>Under Receive Tolerance %</td><td>Percentage of Purchasing Unit of Measure that can be under received</td></tr></tbody></table>

### Goods In > Receive with RMA

<table><thead><tr><th width="150">Goods In>Receive with RMA</th><th>Notes</th></tr></thead><tbody><tr><td>Default receive location</td><td>Sets the default receive location on the Barcode device</td></tr><tr><td>Show Status</td><td>Display on Barcode device</td></tr><tr><td>Show Customer Name</td><td>Display on Barcode device</td></tr><tr><td>Show Item Description</td><td>Display on Barcode device</td></tr><tr><td>Show Serial/Lot</td><td>Display on Barcode device</td></tr><tr><td>Move back on confirm pick</td><td></td></tr><tr><td>Auto-create Credit Note</td><td>Creates an Item Receipt in the main app. Process decision - warehouse or accounts team creates the Item receipt. See Using Item Receipt.</td></tr><tr><td>Show Putaway Location</td><td>Display on Barcode device</td></tr><tr><td>Enable Transaction locking</td><td>Prevents another Barcode or Warehouse manager accessing documents opened by other users</td></tr><tr><td>Over Receive Tolerance %</td><td>Percentage of Stock quantity that can be over received</td></tr><tr><td>Under Receive Tolerance %</td><td>Percentage of Stock quantity that can be under received</td></tr></tbody></table>

### Goods Out > Pick Orders

<table><thead><tr><th width="150">Goods Out>Pick Orders</th><th>Notes</th></tr></thead><tbody><tr><td>Default Destination Location</td><td>Sets the default Goods Out location on the Barcode device</td></tr><tr><td>Show Status</td><td>Display on Barcode device</td></tr><tr><td>Show Customer Name</td><td>Display on Barcode device</td></tr><tr><td>Show Item Description</td><td>Display on Barcode device</td></tr><tr><td>Show Barcode</td><td>Display on Barcode device</td></tr><tr><td>Display Location at Top</td><td>Display on Barcode device</td></tr><tr><td>Enable transaction locking</td><td>Prevents another Barcode or Warehouse manager accessing documents opened by other users</td></tr><tr><td>Scroll to next line item</td><td></td></tr><tr><td>Items per page</td><td>Specify number of Items displayed on handheld.</td></tr></tbody></table>

### Goods Out > Pack Orders

<table><thead><tr><th width="150">Goods Out>Pack Orders</th><th>Notes</th></tr></thead><tbody><tr><td>Auto box packing</td><td>Skip the packing step, set Shipment status to 'All Packed' after all SKUs are picked.</td></tr><tr><td>Ready to Ship when packed</td><td>When all SKUs are packed, set the Shipment status to 'Ready to Ship.</td></tr></tbody></table>

### Move Stock >Move / Putaway Stock

<table><thead><tr><th width="150">Move Stock >Move / Putaway Stock</th><th>Notes</th></tr></thead><tbody><tr><td>Default Move location</td><td>Sets the default receive location on the Barcode device</td></tr><tr><td>Show Item Description</td><td>Display on Barcode device</td></tr><tr><td><strong>Stock Count</strong></td><td></td></tr><tr><td></td><td></td></tr></tbody></table>

### Stock Count > Hide Calculated Quantity

<table><thead><tr><th width="150">Stock Count>Hide Calculated Quantity</th><th>Notes</th></tr></thead><tbody><tr><td>Hide Calculated Quantity</td><td>Force the user counting the stock to physically count the SKUS</td></tr></tbody></table>

### Build Kits / Assemblies

| Build Kits / Assemblies               | Notes |
| ------------------------------------- | ----- |
| Auto Build Assemblies (after picking) |       |
| Auto Build Kits (after picking)       |       |

### **Packing Container / Box Types** *pane*

Here you can specify packaging:

* Type&#x20;
* Barcode&#x20;
* Length&#x20;
* Width&#x20;
* Height

This creates a list of packaging used in the packing workflow.

### Bartender Printers *pane*

Add and view Bartender printers. For information about Bartender contact <support@salesorder.com>.

### Plugins *Pane*

Displays installed Plugins and their status. For information about WMS plugins contact <support@salesorder.com>.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://helpwith.salesorder.com/wms-warehouse-management/config.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
