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

Basic Functions:

What am I selling? Enter a Sales Order or Quick Sale
Is there an Ocean/Rail booking? Enter a New Booking
What am I buying? Enter a Purchase Contract or record
What work am I doing? Work Order Scheduler or Work Order
Receiving Inventory? Receive Inventory and Inventory Basics and Traceability See the Kiosk page for self-service options.
Moving Inventory? Move Inventory or Move to another SKU
Shipping Inventory? Ship Cargo or Move Cargo to another Shipment
Wrap up & Validate. Complete and Finalize a Booking
Send an Invoice. Create Invoices
Send Documents. Prepare Documentation

Other Scenarios

Other Scenarios (details 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 --> use a Quick Sale

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