Overview of Sales / Transfers
General overview of the Manifest Transfer process
Overview of the Sales page
- From the Dashboard select Sales.
- Only active transfers are displayed on main Sales page.
- Pending Transfers - Transfers in progress (Transfer ID not issued yet.)
- Outgoing Transfers - Transfers scheduled to be delivered (Transfer ID issued.)
- Incoming Transfers - Transfers scheduled to be received (Transfer ID issued. )
Overview of the Sales Archive pages
- From the Dashboard select Sales.
- Select Outgoing or Incoming.
- Hover over any icons on the right side of the page (i.e. 'Red bin = Void', 'Grey Truck = In Transit', 'Black Checkbox = Complete'.)
- Use any of the following filters:
- All, Complete, and Void to display transfers with the corresponding status.
- Select a Date Range using the Date selectors, then select Go.
- Select a page number, or Show All to view all pages.
- Sort by column by selecting the column header (ID, License, Method, Ship Date, Status, and Sub-Total.)
- Select a Transfer ID to view the transfer details.
- Select a License to view the Client Detail Report for that license.
Overview of the Transfer Creation Process
- From the Dashboard select Sales.
- Select Create to start a new B2B Sale.
- Fill out the Name, License or Address in the Ship To section.
- Select + Add Inventory.
- 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.
- Select Sell
- Select Sell / Transfer if the checkboxes were used.
- If this is a sale, leave the Modifier dropdown set to No Modifier for each Lot.
- Type in a quantity to be shipped in the Shipping column for each Lot.
- Fill out the Driver, Vehicle, and Depart/Arrive Time and review all details.
- Select Create Manifest to finalize the B2B Sale.