Versions Compared

Version Old Version 18 New Version Current
Changes made by

Former user

Andres Toledo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Panel Filter by label (Content by label)showLabelsfalsesorttitleshowSpacefalse


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

refer 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 & Factor for Mixed Boxes.

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

    • Go to Setup and click on the Customers tab, search for the location created and click on Edit in the Actions column

    .


    Ui step

    Go to Setup>>Customers and search for the customer which will have a Pass Through Location.


    Ui step

     Click on Edit in the Actions column. Click on Setup-

    >Advanced.Choose the main location and select a Pass Through Location.
    Image Removed
    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.
    Image Removed
    Setup the E-commerce Settings based on how the prices will be seen on E-commerce for each customer (Company branch). Selecting Landed Cost as Price will show the landed cost as the price and will not show the inventory price to the customer on E-commerce, 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 on E-commerce.  If the customer also wants to see the suggested sales price in the E-commerce, enter the Customer's GPM.
    Image Removed

    Relevant Articles

    >Advanced>>Days of Service.


    Ui step

    For each location associated to the customer, 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




    Info
    titleInformation

    If you want to transfer inventory from one location to another passing through an intermediate location, the final customer must be set up as a Customer Transfer. Please read Multilocation Transfer Setup for further information.


    Panel
    titleRelated Articles

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




    We've encountered an issue exporting this macro. Please try exporting again later.