Collections — Bulk & Line Actions

This page covers the actions on the main Collections table.

Role lozenges show the normal access level for each action. Tenant/client scoping and record state can still hide an action in some cases.

Line actions

Edit Owner Ops Client: opens the collection so you can update pickup details, notes, expected lines, and workflow state.

Download pick notes (PDF) Owner Ops: generates a combined PDF of pick notes for the selected collections. This is paperwork only, so it does not book transport, create stock, or change collection status. If a collection is missing the line data needed for a useful pick note, the PDF will reflect that incomplete data.

Choose Workflow Owner Ops Client: opens the workflow chooser so users can jump to the right inbound process.
Book Collection Owner Ops Client: opens a new collection form. It is shown to users who are allowed to create collections.
Show Completed Collections or Hide Completed Collections Owner Ops Client: toggles whether completed collections are included in the table.
Collections Help Owner Ops Client: opens the help guide for collections.