How to Create a Shipping Doc in OfficeGest

Evidence Summary

Create route: /vendas/gr/create
List route: /vendas/gr
Final view: /vendas/gr/view/OTk5OTAwMDIw
Workflow run: shipping-doc-gr-20260519T051437Z
Created document: 999900020 / GR 9999/20
Evidence file: raw/playwright/workflows/latest-shipping-doc-gr.json

Verified shipping doc workflow

When to Use This

Use Shipping Doc [GR] when goods need to leave a warehouse with a transport/remittance document but without issuing an invoice in the same action. In the verified demo, GR updated physical stock but did not update the customer current account.

Step-by-Step

Open Sales / Shipping / Shipping Doc [GR], then click Create Shipping Guide, or navigate directly to /vendas/gr/create.
Select the customer. The verified run used customer 910, 100 Ouvidos Lda, VAT 509031862.
Open the Delivery Method tab and confirm the load and discharge details. The create form defaulted the load place to headquarters in Leiria; the verified run set the discharge address to the customer address in Moura.
Confirm document series, employee, commercial, and payment term. The verified run used series 9999, employee Demo, commercial Comercial 1, and payment term PP.
Optionally enter a Reference. The verified run used AI-GR-20260519T051437Z.
Add the article line. The verified run inserted article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price about 1.60, VAT 23%, and total 1.97.
Click Save and Finish, then confirm the Are you sure? dialog if shown.
OfficeGest posts saveDocument, redirects to the GR view, and creates an open shipping guide. The verified save response was 999900020%OK&=&OKDOC&=&.
Search the GR list for 999900020. The verified row showed status ABR / Open, total 1.97, paid 0.00, pending 1.97, and payment term Pronto Pagamento.
Check stock when the goods movement matters. The verified run changed warehouse 1 physical stock for the demo article from 1 to 0.

Verified Shipping Doc Values

Field	Value
Internal number	`999900020`
Visible document number	`GR 9999/20`
Customer	`[910] 100 Ouvidos Lda`, VAT `509031862`
Load location	`Leiria`, postal code `2400`, country `PRT`
Discharge location	`Rua Engenheiro Armando Almeida Mansos 33 Moura`, `Moura`, postal code `7860-004`, country `PRT`
Line	Article `AI-DEMO-20260519-021105`, quantity `1`, warehouse `1`, VAT `23%`.
Status	`ABR`, visible as Open; validation `N/D`.
Total	`1.97`; paid `0.00`; pending `1.97`.
Stock effect	Warehouse `1` stock changed from `1` to `0`; customer-order and supplier-order quantities stayed at `1`.

Backend Calls Observed

Action or endpoint	Purpose
`DT_List_Documentos&table=GRem`	Loads and verifies shipping docs with `typesaft=GR`, `tipoop=GR`, and `actualizacc=F`.
`NameEntidades`	Loads customer master data for customer `910`.
`listaTabDocumento`	Loads document lines for the temporary document id before and after save.
`loadArtigoReducido` / `insertLinhaTabDoc`	Loads the article and inserts the GR line into the temporary document table.
`create_document&option=calcular_totais`	Calculates gross, VAT, retention, and total.
`saveDocument`	Creates the GR document. The verified response was `{"return":"999900020%OK&=&OKDOC&=&","print_documents":[]}`.
`dt_list_recalc_stock_articles_lojas`	Confirms warehouse stock after final save. Warehouse `1` changed from `1` to `0`.

Raw evidence: raw/playwright/workflows/shipping-doc-gr-20260519T051437Z.json. Screenshots: assets/screenshots/shipping-doc-gr-20260519T051437Z-01-create-page.png through assets/screenshots/shipping-doc-gr-20260519T051437Z-04-gr-list.png.