Workflow Mode: Transfer Builder V2 - Outgoing B2B Sales

How to Manifest Materials using Transfer Builder V2

1. From the Dashboard select Wand (Workflow) button.
2. Under Sales select Ship or Receive.
3. Enter a License Name or Code in the Sold To License field and select it from the dropdown.
4. Select Create Outgoing.
5. Filter by Lots or Products by selecting Select Lots or Select Products.
6. Enter a quantity to be shipped from each Lot, or select the Blue Checkbox to select the max weight/count.
7. Select Next.
8. Select a modifier if this is a Lab or Vendor sample, then select Next.
9. Enter a Unit Price.
   • Select Unit Price to auto-fill the column with same price. Select Next.
10. Select the Depart and Arrive times, Delivery Method, Driver, and Vehicle.
11. Select Next.
12. Review all details and select Commit to issue the Sales ID and generate the Manifest.

Alternative Method 1

1. From the Dashboard select Sales button.
2. Select Truck icon in the upper-right corner.
3. Select Create.
4. Follow steps 3-12 from above.

Alternative Method 2

Use this method when selecting directly from your Inventory to add to a V2 Transfer Builder Manifest.

1. First enable the V2 Transfer Builder as your default manifest option.
   • Select Gears.
   • Select Settings.
   • Select Manifest.
   • Under Transaction Builder select Transaction Builder - Default (V2).
   • Select Save.
2. Select Inventory.
3. Select some items to be shipped.
4. Select Ship.
5. Follow steps 7-12 from above.