Embedded Files
If you are selling product directly from your facility to public customers, sometimes you need to create a sale very quickly. If you find yourself doing this frequently, send us an email at support@hurkin.com and ask to upvote quick sales.
Here are the steps:
From the Traffic Center, create a Cargo record
the movement type is "Outbound"
the container type should match the customer's vehicle, Flatbed Trailer or Pick-up Truck, etc.
click on the Received date
enter or the scale ticket information (or use the Read Scale function)
enter the customer's name in the Memo field
The customer can get their vehicle loaded with product
When the customer returns, using the Traffic Center, select the Incomplete Cargo tab to find their scale ticket
Check the Loaded and Delivered to Carrier dates
Complete the scale ticket information
On the Outbound tab, see the Order Fulfillment section
Select Sales Order
Click the + sign to create a new Sales Order.
This process is the same as Create a Sales Order (unless one already exists for a frequent customer)
Enter the SKU being sold, the price, etc.
Save the Sales Order. Press "Make Assignment"
Enter a fulfilled value of 1
On the Inventory tab
Enter the SKU and Location to deduct from
Enter the Raw Quantity as a negative number (indicating that we're deducting inventory)
Press the "Copy from Order + Inventory" button
Press Save.
Back on the Outbound tab. Scroll to find the Sales Order. Click on the hyperlink.
On the Sales Order, scroll down and click Create Invoice.
On the Invoice, click Reports and select the Invoice report.
Print, save, or email as desired.
Report abuse