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Difference between revisions of "Shipping Container List"

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[[Supplier List]]
 
[[Supplier List]]
 
</menu>
 
</menu>
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== Overview ==
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== Overview ==
  
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Shipping containers are used to track stock on order, whether for stock or for a specific customer order. A container
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'''Shipping Containers''' are used to track stock on order, whether for stock or for a specific customer order. A container can contain multiple products for multiple orders and must be created before it can be used at [[Shipping Container]]. This typically happens at the time the supplier advises the shipping details for a '''Purchase Order.'''
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can contain multiple products for multiple orders and must be created before it can be used at [[Shipping Container]].  
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This typically happens at the time the supplier advises the shipping details for a Purchase Order.
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Ways Lists in ERP can be Manipulated:  
 
Ways Lists in ERP can be Manipulated:  
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*[[Export Data]]
 
*[[Export Data]]
  
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Shipping Containers are linked to Purchase Orders. If the Purchase Order was created from a Smart Order the  
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Shipping Containers are linked to '''Purchase Orders'''. If the Purchase Order was created from a '''Smart Order''' the Shipping&nbsp; Container is then linked to the underlying '''Sales Order''' or '''Invoice''' as well.  
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Shipping Container, the container is then linked to the underlying Sales Order or Invoice as well.
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How to open Shipping Container List
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How to open '''Shipping Container List'''
  
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*Select '''Purchases''' tab
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*Select the '''Purchases''' Modules
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*Select '''Shipping Container List''' button
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*Select the '''Shipping Container List''' button  
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*Select '''Date Range'''
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*Select '''Date Range'''  
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*Select '''Active''' radio button to see active containers with an ETA Date
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*Select the '''Active''' radio button to see Active containers with an '''ETA Date'''
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*Select '''Inactive''' radio button to see containers that have been made inactive
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*Select the '''Inactive''' radio button to see containers that have been made inactive  
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*Select '''No ETA Date''' radio button for containers that do not yet have an ETA date
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*Select the '''No ETA Date''' radio button for containers that do not yet have an '''ETA Date'''
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*Select '''All''' radio button to see all containers
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*Select '''All''' radio button to see all containers  
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*Double click on a container to open it
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*Double click on a '''Container Name''' to Drill into it.
  
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'''How to link a Purchase Order Line to a Shipping Container'''
 
  
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*Open the container as above
 
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*Select '''Add to Container''' button
 
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The''' PO Line Assignment''' screen will open
 
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*Select the '''Supplier''' from the drop down list - This will display all of the purchase order lines for this supplier that
 
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have not been assigned to a container
 
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*Select the appropriate lines and select '''Add Selection''' button
 
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'''
 
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Landed Costs''' can also be allocated to the container and therefore spread across each product included.  A [[Bill]] for
 
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the costs must first be raised.
 
  
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'''How to add costs to a container'''
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'''How to link a Purchase Order Line to a Shipping Container'''  
  
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*Open a container as above
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*Open the '''Container''' from the List<br>
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*Select''' Import Costs''' button
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*Select the'''Add to Container''' button to launch the&nbsp;'''PO Line Assignment''' screen.
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The''' Bills Selector''' screen will open
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*Select the Bill/s containing the related costs (Shipping Agent fees etc)
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*Select the '''Supplier''' from the drop down list - This will display all of the purchase order lines for this supplier that have not yet been '''Assigned to a Container'''
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*Select OK
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*The cost will now be applied to the''' Purchase Order Lines''' proportionally to the value of each line in the Foreign
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*'''Highlight''' the appropriate lines and then select&nbsp; the'''Add Selection''' button
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Currency. You can manually change this split by double clicking on any of the allocation amounts.
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*'''Landed Costs'''can also be allocated to the container and spread across each product line however a'''[[Bill]] '''for these associated&nbsp; costs must created first<br>
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*Double Click on one of the applied amounts - The '''Edit Landed Costs''' screen will open. Change the allocation
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*On the Bill Select the '''Related Ship Container''' from the drop down and '''Save'''
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percentages as required and select OK
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'''How to add costs to a Container'''
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*Open the '''Container''' from the '''List '''<br>
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*Selectthe'''Import Costs''' button to launch the '''Bills Selector '''screen
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*Tick '''Apply''' against each Bill that you wish to relate costs such as '''Shipping Agent''' fees etc
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*Select '''OK'''
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*These '''Costs''' will now be applied to the'''Purchase Order Lines''' proportionally to the value of each line.You can '''Manually''' change this split by double clicking on any of the allocation amounts.
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*Double Click on one of the applied amounts to launch the '''Edit Landed Costs''' screen.  
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*Change the '''Allocation Percentages''' as required and select '''OK'''

Latest revision as of 16:41, 14 January 2013

Overview

Shipping Containers are used to track stock on order, whether for stock or for a specific customer order. A container can contain multiple products for multiple orders and must be created before it can be used at Shipping Container. This typically happens at the time the supplier advises the shipping details for a Purchase Order.

Ways Lists in ERP can be Manipulated:

Shipping Containers are linked to Purchase Orders. If the Purchase Order was created from a Smart Order the Shipping  Container is then linked to the underlying Sales Order or Invoice as well.

How to open Shipping Container List

  • Select the Purchases Modules
  • Select the Shipping Container List button
  • Select Date Range
  • Select the Active radio button to see Active containers with an ETA Date
  • Select the Inactive radio button to see containers that have been made inactive
  • Select the No ETA Date radio button for containers that do not yet have an ETA Date
  • Select All radio button to see all containers
  • Double click on a Container Name to Drill into it.


How to link a Purchase Order Line to a Shipping Container

  • Open the Container from the List
  • Select theAdd to Container button to launch the PO Line Assignment screen.
  • Select the Supplier from the drop down list - This will display all of the purchase order lines for this supplier that have not yet been Assigned to a Container
  • Highlight the appropriate lines and then select  theAdd Selection button
  • Landed Costscan also be allocated to the container and spread across each product line however aBill for these associated  costs must created first
  • On the Bill Select the Related Ship Container from the drop down and Save


How to add costs to a Container

  • Open the Container from the List
  • SelecttheImport Costs button to launch the Bills Selector screen
  • Tick Apply against each Bill that you wish to relate costs such as Shipping Agent fees etc
  • Select OK
  • These Costs will now be applied to thePurchase Order Lines proportionally to the value of each line.You can Manually change this split by double clicking on any of the allocation amounts.
  • Double Click on one of the applied amounts to launch the Edit Landed Costs screen.
  • Change the Allocation Percentages as required and select OK
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