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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
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Ui step

Enable the Outbound Truck Freight for the company. For more information

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refer to the following link: 

Outbound Freight

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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.
  • 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

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    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.
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    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.
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    Setup the Advanced Settings based on how the prices will be seen 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, 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.
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    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.

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    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.


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