Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

Excerpt
This option is for multi-location companies that need to transfer inventory to a customer (or from one distribution center to another) passing through an intermediate location.

Instructions:

The following initial setup is required in order for the Pass Through Location Transfers to work:

Ui steps
sizesmall
Ui step

Enable the Outbound Truck Freight for the company. For more information revert to the following link: Outbound Freight.

Ui step

Make sure the Box Dimensions are properly entered so that the system can calculate the correct number of cubes for each inventory item. For more information, refer to . Go to Setup>>Customers.

Create the pass through location as a customer. For doing that, please read .
Ui step
Ui step

Go to Setup and click on the Customers tab, search for the location created and click  Click on Edit in the Actions column. Click on Setup->Advanced. 

Ui step

Click on >Advanced>>Days of Service.

Ui step

For each location associated to the customer, you must set up

Ui step

 Configure the cube rate for each carrier and its corresponding location under the Days of Service tab. This must be done for each customer (Company branches) . Please read the following article for more information: Days of Service per Customer.

Ui step

Setup the Advanced Settings based on how the prices will be seen for each customer. Selecting Landed Cost as Price will show the landed cost as the price and will not show the inventory price to the customer, in other words, the GPM will be 0% for these "sales". Selecting Show FOB Price will include the fuel surcharge and outbound freight as part of the price. If the customer also wants to see the suggested sales price, enter the Customer's GPM.select the Pass Through location. In the GIF below we select Miami as the origin location and Riverside as the Pass Through Location, meaning that all the orders created on Miami for the customer ABC Flower will be transferred to Riverside first and then could be shipped to the final customer.

Image Added

 

Panel

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ("setup","inventory","transfer","location")
labelssetup, location, inventory, transfer