This is what happens in the video
Looking at this transcription, I’ll analyze it for errors (e.g., “purchase return orders” likely correct, terms align with Business Central warehouse functionality) and rewrite it as a coherent article.
The pull strategy in your warehouse setup lets you manually import source documents into a warehouse shipment. Instead of having documents flow automatically into the warehouse, you create the shipment yourself and pull in the orders you want to handle. This gives the warehouse staff control over what gets shipped and when.
You can pull several types of source documents into a single warehouse shipment, including sales orders, purchase return orders, transfer orders, and service orders. Once the documents are imported, the shipment is ready for you to create a pick.
How the pull strategy works in warehouse shipments
With the pull strategy, the warehouse takes the initiative. Rather than waiting for documents to be released to the warehouse, the person responsible for the warehouse creates a warehouse shipment manually and then selects which source documents to add.
This approach suits situations where you want the warehouse team to decide what to ship and in which order, instead of having that determined upstream.
Creating a warehouse shipment manually
If you are in charge of the warehouse, the process is straightforward:
- From your menu, create a new warehouse shipment.
- Set it up on the specific location where you are working.
- From the menu, select Get Source Documents.
- Manually point out the different source documents you want to ship.
You are not limited to one type of document. You can pull in purchase return orders, transfer orders, service orders, and sales orders, and import them directly into your warehouse shipment.
Preparing the shipment for picking
Once you have imported the source documents into your warehouse shipment, the shipment is ready to use. From here you can create a pick directly from the warehouse shipment, so your team can start collecting the items for dispatch.
Q&A
What is the pull strategy for warehouse shipments?
The pull strategy lets you manually import source documents into a warehouse shipment. You create the shipment yourself and select which documents to pull in, rather than having documents flow into the warehouse automatically.
Which source documents can you import into a warehouse shipment?
You can import sales orders, purchase return orders, transfer orders, and service orders into a single warehouse shipment.
How do you create a warehouse shipment manually?
From your menu, create a new warehouse shipment on the specific location you are working at. Then select Get Source Documents and point out the documents you want to ship.
What can you do after importing source documents into a warehouse shipment?
Once the documents are imported, the shipment is ready, and you can create a pick directly from the warehouse shipment.