Instructions

Before you start...

You will need item codes and SKUs for all products & services that are involved in the sales, purchasing, processing, and shipment of product.

Examples:

• Raw Product Item Code: 3ALF - 3rd Cutting Alfalfa

• Processed Product Item Code: ALFSLV - Compressed Alfalfa in Sleeve

• Purchasing Commission item code: PCOMM - Commission

• Service Item codes for flatbed delivery to the processing facility from various areas & regions: BASIN2EBURG - Basin to Ellensburg

• Service Item code for pressing the product: SLVPRESS - Press into Sleeve

• Service Item codes for container delivery to the receiving port: EBURG2SEA - Ellensburg to Seattle

• SKU: A123 - Grower "A" Stack 123

• Thus: SKU A123 which is received via BASIN2EBURG, commissioned via PCOMM, transformed from 3ALF to ALFSLV via SLVPRESS, and shipped via EBURG2SEA

Pro-Only Features:

• Reserve Inventory by Sales Contract

• Adding a Carrier Service Contract 

• Adding Cost Lists 

• Add Inventory Adjustment 

• Creating a Letter of Credit  and Adding Letter of Credit Items 

• Bulk Edit Bookings 

• Template Terms

• System Event: Payment Posted 

• Custom Reports 

Enterprise-Only Features:

• Record Customer Visits and Other Inspections

• Enter a Claim

• Grower Deposits 

• Automated Credit Memos or Work Orders

• Purchase Order and Purchase Order Items 

• Creating a New Sales Quote 

• Create Bills Action 

• Creating a New Bill 

• Creating a Price List 

• Web Portal 

• Physical Inventory Counts Search 

Other Scenarios (coming soon):

• Transfer inventory via truck to another location (use work orders)

• Add work orders to an invoice (create invoice from sales order)

• Kick-out bales where SKU is known (use a location)

• Kick-out bales where SKU is not known (transfer to a kick-out SKU)

• Selling chaff