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

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 

Box Dimensions

. 

Ui step

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

Adding customers

.

Ui step

Go

to

to Setup

and

 and click on

the

the Customers

tab

 tab, search for the location created and click

on Edit

on Edit in

the

the Actions

column

 column. Click on Setup->Advanced. 

Ui step
Choose

 Choose the main location and select a Pass Through Location.

Image Removed
Ui step
Configure

 Configure the cube rate for each carrier and its corresponding location under

the

the Days of Service

tab

 tab. This must be done for each customer (Company branches) . Please read the following article for more information: Days of Service per Customer.

Image Removed
Ui step

Setup the Advanced Settings based on how the prices will be seen for each

customer (Company branch)

customer. Selecting

Landed

 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 

Selecting Show FOB Price will include the fuel surcharge and outbound freight as part of the price.

 If

 If the customer also wants to see the suggested sales price, enter

the

the Customer's GPM.


Image Removed

 

Relevant Articles

Panel

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