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Overview


Excerpt
This functionality allows the transferring of product from the main location to another branch, for those companies that require a pass-through location.
Info
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 Setup for Pass-Through Location setup.
 


Instructions:

Ui steps
sizesmall


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

selects the Location created for the company branch

select the customer name (or the destiny location). Once the product has been added to the order click

on

on Save.

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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.

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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

Riverside

Belfair location.

 noteReference: Invoice number.
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.
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Description of the fields in the Staging Area: 

  • AWB:  If the invoice has a Ref #, this number will appear here.  If there is no Ref #, the AWB will be the Invoice Ship Date. 
  • Vendor: The location from where the products were transferred from. 
  • Product: The product invoiced.
  • Cost: The price of the product invoiced
  • Box Code: The box code remains the same.



    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

    Bakersfield

    Riverside location.

     





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    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
    sizemedium

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


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