Document types
Every document type Supply Lens supports, with its category, what it is used for, and which side of the trade you are on.
A document type is the kind of business message or record, such as an Order, Invoice or Shipment. You use document types in two places:
- Configurations: on each Integration you add one Configuration per document type it should send or receive. The direction (send, receive or both) depends on the Integration and your workflow. See Add a Configuration.
- Mappings: when you create a Mapping you choose a document type (the Map type), then the source and target Integrations. The Mapping moves Documents of that type from the source to the target. See Add a Mapping.
Supported document types
"You are the" shows which trading role your organisation plays on that type. A dash means the type has no trading parties. See Parties on Documents.
| Document type | Category | Description and typical use | You are the |
|---|---|---|---|
| Bank Transaction | Finance | Bank transaction or financial movement data. Used to sync payment or banking activity with accounting or ERP systems. | Supplier |
| Credit | Sales | Credit notes or refunds issued to customers. Received from e-commerce or ERP systems and used to sync refund data. | Supplier |
| Customer Update | Master Data | Customer record updates. Used to sync customer details, such as contact information or account status, between systems. | — |
| Goods Inbound | Warehouse | Notifications or advices of goods arriving. Typically received from suppliers or 3PLs. | Customer |
| Goods Inbound Receipt | Warehouse | Confirmation that inbound goods have been received. Sent to update the sender or warehouse system. | Customer |
| Inventory | Warehouse | Point-in-time inventory level data. Used to sync stock quantities between systems or trigger replenishment workflows. | — |
| Inventory Report | Reports | Aggregated inventory report data. Used to send or receive periodic stock snapshots between systems. | Supplier |
| Invoice | Sales | Sales invoices sent to customers. May be received from an ERP or created in Supply Lens (for example for Peppol) and sent to the network or another system. | Supplier |
| Order | Sales | Customer orders. Commonly received from e-commerce (such as Shopify or WooCommerce) and sent to a back-office or fulfilment system. | Supplier |
| Order Acknowledgement | Sales | Acknowledgement of a received order. Sent from a supplier or warehouse back to the originator to confirm receipt and acceptance. | Supplier |
| Order Change | Sales | A change or amendment to an existing order. Used when a buyer changes the quantity, delivery date or other details after the original order was placed. | Supplier |
| Order Group | Sales | A collection of orders grouped for processing or despatch. Used where several orders are consolidated for efficiency. | — |
| Pick | Warehouse | Pick instructions or pick lists for warehouse operations. Received from a WMS or similar system. | Supplier |
| Product Update | Master Data | Product or catalogue record updates. Used to sync product details, such as descriptions, prices or identifiers, between systems. | — |
| Purchase Order | Purchases | An order placed with a supplier. Can be sent from Supply Lens to suppliers or EDI partners, or received from procurement systems. | Customer |
| Quote | Sales | A quotation or price offer sent to a customer. Used to sync quote data between quoting tools, ERPs or e-commerce systems. | Supplier |
| Sales Report | Reports | Aggregated sales report data. Used to send or receive periodic sales summaries between systems. | Supplier |
| Shipment | Sales | Shipment or despatch information, including tracking. Used to sync fulfilment and delivery status between systems. | Supplier |
| Stock Adjustment | Warehouse | Adjustments to stock quantities, such as write-offs, corrections or manual counts. Used to keep inventory records accurate across systems. | — |
| Warehouse Order | Warehouse | An order or instruction for warehouse operations. Used to coordinate between order management and warehouse systems. | Supplier |
| Warehouse Shipment | Warehouse | A shipment or despatch from the warehouse. Used to sync outbound warehouse activity. | Supplier |
| Work Order | Operations | An instruction to produce, assemble or manufacture a product. Used to sync production orders with manufacturing or warehouse systems. | — |
Descriptions and direction
The descriptions say where this kind of data typically comes from in the wider supply chain. The You are the column comes from how Supply Lens models each type, which can read differently. For example, Supply Lens treats a Goods Inbound as an advice you send, as Customer, about goods you expect. When setting up Mapping filters, go by Parties on Documents.
The help centre names the warehouse inbound types Good Inbound and Good Inbound Receipt; the menu shows them as Goods Inbound and Goods Inbound Receipts.
How they appear in the menu
The most common types are grouped in the menu by area:
| Sales | Warehouse | Purchases |
|---|---|---|
| Credits | Goods Inbound | Purchase Orders |
| Invoices | Goods Inbound Receipts | |
| Orders | Picks | |
| Shipments | Warehouse Orders | |
| Warehouse Shipments |
Other types in the platform
Supply Lens's document model also includes these types. They aren't in the supported list above, so they may not be available when you add a Configuration or Mapping. Ask Support if you need one.
| Document type | You are the | What it is |
|---|---|---|
| Functional Acknowledgement | Supplier | A technical receipt returned for a message |
| Invoice Group | — | A group of Invoices |
| Journal | — | Lines with a currency, without parties |
| Payment Confirmation | Supplier | A payment provider's confirmation that a customer has paid |
| Payment Request | Supplier | A request for a customer to pay, sent through a payment provider |
| Proof of Delivery | Supplier | The customer's confirmation of what was delivered |
| Purchase Credit | Customer | A credit note issued to you by a supplier |
| Purchase Invoice | Customer | An invoice issued to you by a supplier |
| Remittance | Supplier | A customer's advice of what they have paid |
| Statement | — | No further detail available; ask Support |
| Warehouse Transfer | — | A movement between ship-from and ship-to Locations |
Need a type that isn't listed?
If you need to work with a document type that isn't supported, contact the Support Team. The range of document types is always being expanded.