Transfer Bulk Materials

How to Transfer Bulk Materials

  1. From the Dashboard select Sales. B2B-Sales::Outgoing-Source-Lots01
  2. Select Create to start a new B2B Sale. B2B-Sales::Outgoing-Source-Lots02
  3. Select + Add Inventory. B2B-Sales::Outgoing-Source-Lots03
  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-Source-Lots04
  5. Select Ship. B2B-Sales::Outgoing-Source-Lots05
  6. Type in a Name, License or Address for the receiving company. B2B-Sales::Outgoing-Source-Lots06
  7. Fill out the Driver, Vehicle, and Depart/Arrive Time and review all details. B2B-Sales::Outgoing-Source-Lots07
  8. If this is a sale, leave the Modifier dropdown set to No Modifier if the Lot is a sale.
  9. Type in a quantity to be shipped in the Shipping column for each Lot listed. B2B-Sales::Outgoing-Source-Lots08
  10. Select Create Manifest to finalize the B2B Sale. B2B-Sales::Outgoing-Source-Lots09