Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:procedures:contract:addcontract [2019/01/08 17:34] – [Add Items Using Shop] jen | cats:procedures:contract:addcontract [2022/12/01 15:27] (current) – [Creating a New Contract] jen | ||
---|---|---|---|
Line 14: | Line 14: | ||
A blank contract details screen will now pop up. | A blank contract details screen will now pop up. | ||
[{{: | [{{: | ||
- | Enter the relevant information for the new contract. A contract must have a **Date**, | + | Enter the relevant information for the new contract. A contract must have a **Date**, |
If you do not know the correct code, enter **'' | If you do not know the correct code, enter **'' | ||
Line 30: | Line 30: | ||
===The Grade and Optional Identifier=== | ===The Grade and Optional Identifier=== | ||
Enter the **Grade** code for the new item. The **Optional Identifier** field is an open field used to differentiate between items with the same grade. The entered grade code and six-character identifier must be unique per contract. | Enter the **Grade** code for the new item. The **Optional Identifier** field is an open field used to differentiate between items with the same grade. The entered grade code and six-character identifier must be unique per contract. | ||
- | [{{: | + | [{{: |
===Adding Units to the Item=== | ===Adding Units to the Item=== | ||
Line 85: | Line 85: | ||
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. | ||
+ | - | ||
====Add Items Using Shop==== | ====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. | + | 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. |
[{{: | [{{: | ||
- | Use this dialog menu to add items to a sale contract by " | + | Use this dialog menu to add items to a sale contract by " |
+ | [{{: | ||
+ | |||
+ | |||
+ | **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**.\\ | ||
+ | [{{: | ||
+ | |||
+ | Enter the dates for the new sale items. | ||
+ | [{{: | ||
+ | **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. | ||
+ | |||
+ | Once you have selected the traffic screen you want, you will add the contract item and product description | ||
+ | code. | ||
+ | [{{: | ||
+ | |||
+ | The item will be listed on the screen. When you are done adding items, press **Create Items**. | ||
+ | [{{: | ||
====Broker Information==== | ====Broker Information==== |