Transfer Retail Packaged Material

Transfer of Packaged Inventory to a Retailer

  1. From the Dashboard select Sales. B2B-Sales::Outgoing-Retail-Packaged01
  2. Select Create to start a new B2B Sale. B2B-Sales::Outgoing-Retail-Packaged02
  3. Select + Add Inventory. B2B-Sales::Outgoing-Retail-Packaged03
  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. B2B-Sales::Outgoing-Retail-Packaged04
  5. Select Ship. B2B-Sales::Outgoing-Retail-Packaged05
  6. Fill out the Name, License or Address for the receiving company. B2B-Sales::Outgoing-Retail-Packaged06
  7. Fill out the Driver, Vehicle, and Depart/Arrive Time and review all details. B2B-Sales::Outgoing-Retail-Packaged07
  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. B2B-Sales::Outgoing-Retail-Packaged08
  10. Fill in the Unit/Full Price. B2B-Sales::Outgoing-Retail-Packaged09
  11. Select Create Manifest to finalize the B2B Sale. B2B-Sales::Outgoing-Retail-Packaged10