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cats:procedures:contract:addcontract [2016/04/04 13:58] – jen | cats:procedures:contract:addcontract [2019/01/11 17:03] – [Add Items Using Shop] jen | ||
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=====Contract Data Entry===== | =====Contract Data Entry===== | ||
This is a step-by-step description of how to create new contracts in CATS. A contract is what CATS uses to represent a set of trades linked to a legally binding contract. | This is a step-by-step description of how to create new contracts in CATS. A contract is what CATS uses to represent a set of trades linked to a legally binding contract. | ||
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{{entry> | {{entry> | ||
====Creating a New Contract==== | ====Creating a New Contract==== | ||
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Select **Exit** to return to the main contract screen or **Add** to create a new item. | Select **Exit** to return to the main contract screen or **Add** to create a new item. | ||
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+ | - | ||
+ | ====Add Items Using Shop==== | ||
+ | Add new items and allocate purchases to any sale contract using Shop. The Shop feature is found on every sale, new or existing. Open the sale contract and go to **Shop** on the top menu bar to start item shopping. | ||
+ | [{{: | ||
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+ | Use this dialog menu to add items to a sale contract by " | ||
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+ | **Select Traffic Screen** - Search by purchase, grade or loc number. Highlight location screen you want to use and the press **Continue**.\\ | ||
+ | [{{: | ||
+ | **Select Inventory** - Search by warehouse or destination. Highlight location screen you want to use and the press **Continue**.\\ | ||
+ | [{{: | ||
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+ | Enter the dates for the new sale items. | ||
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+ | **Default Values for New Items** - Enter ship position, Diff position, Weight or Price basis. These | ||
+ | values will be the default for the new items.\\ | ||
+ | **Enter Fixed Prices** - Click this box, to enter a fixed price. If the the box is un-checked, then differential will be the default. \\ | ||
+ | **Reservation Mode** - Clicking this box will reserve the inventory but will not allocate it. | ||
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+ | Once you have selected the traffic screen you want, you will add the contract item and product description | ||
+ | code. | ||
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+ | The item will be listed on the screen. When you are done adding items, press **Create Items**. | ||
+ | [{{: | ||
====Broker Information==== | ====Broker Information==== |