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Overview


Excerpt
This functionality allows transferring products (Boxes, Units, and Hard Goods) to a customer or location, passing through an intermediate location. For more information on the Initial Setup for the Pass-Through locations, please refer to Pass-Through Location setup.
 


Instructions:

Ui steps
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Ui step

Go to Order Entry->Add Order.


Ui step

For the Location field, Enter the main Location you are transferring the products from, and for the Customer field select the customer name (or the destiny location). Once the product has been added to the order click on Save.


Ui step

Once the order is Confirmed, it will be reflected in the "Order Summary" screen. To confirm the process was completed, a black checkmark icon within the actions column will be displayed, indicating the order was successfully transferred.


Ui step

Once the order has been confirmed, the products will go directly to the Staging Area of the Pass Through location. In this example, all of the products were transferred to the Belfair location.

Landed Cost
  • Keep in mind that the price for the item within the invoice (without the freight) will be set as the cost for the receiving location. The inbound freight per unit will be calculated based on the location that ships the product and the location that receives it.



Ui step

Once the product is confirmed in the Staging Area of the Pass Through location, the boxes need to be scanned, invoiced and shipped out to the end customer, in this case, the end customer is Riverside location.





Panel
titleRelated Articles

Filter by label (Content by label)
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max10
showSpacefalse
sorttitle
cqllabel in ( "inventory" , "transfer" , "pass-through" )
labelsinventory, pass-through, transfer


Info
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titleInformation

The aging of the product will remain the same after the transfer process based on the arrival date of the first location regardless of the date when it arrives at the final destination.


Ui text box
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(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Cashier, Sales, Allocations.


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