Transfer Retail Packaged Material

Transfer of Packaged Inventory to a Retailer

1. From the Dashboard select Sales.
2. Select Create to start a new B2B Sale.
3. Select + Add Inventory.
4. Select a Lot ID or checkbox each Lot that needs to go on the B2B Sale.
   • Use filters such as Product, Variety, and Section to narrow down the selection.
5. Select Ship.
6. Fill out the Name, License or Address for the receiving company.
7. Fill out the Driver, Vehicle, and Depart/Arrive Time and review all details.
8. If this is a sale, leave the Modifier dropdown set to No Modifier for each Lot listed for sale.
9. Type in a quantity to be shipped in the Shipping column for each Lot listed.
10. Fill in the Unit/Full Price.
11. Select Create Manifest to finalize the B2B Sale.