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cats:procedures:contract:addcontract [2019/01/11 14:41]
jen [Add Items Using Shop]
cats:procedures:contract:addcontract [2019/01/11 17:03] (current)
jen [Add Items Using Shop]
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.
 [{{:cats:procedures:contract:shop_accessmenu.png?|Shopping feature access on a sale}}] [{{:cats:procedures:contract:shop_accessmenu.png?|Shopping feature access on a sale}}]
  
-Use this dialog menu to add items to a sale contract by "shopping" from your existing purchase material.+Use this dialog menu to add items to a sale contract by "shopping" from your existing purchase material. Select a traffic screen using one of the filters.\\ 
 [{{:cats:procedures:contract:shop_dialogscreen.png?|}}] [{{:cats:procedures:contract:shop_dialogscreen.png?|}}]
 +
 +
 +**Select Traffic Screen** - Search by purchase, grade or loc number. Highlight location screen you want to use and the press **Continue**.\\ 
 +[{{:cats:procedures:contract:shop_filterbypo.png?|Filter by purchase order}}]
 +**Select Inventory** - Search by warehouse or destination. Highlight location screen you want to use and the press **Continue**.\\ 
 +[{{:cats:procedures:contract:shop_filterbywarehouse.png?|Filter by warehouse}}]
 +
 +Enter the dates for the new sale items.
 +[{{:cats:procedures:contract:shop_adddefaultvalues.png?|Add default values}}]
 +**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.
 +[{{:cats:procedures:contract:shop_enterproductdesc.png?|Enter product description.}}]
 +
 +The item will be listed on the screen. When you are done adding items, press **Create Items**.
 +[{{:cats:procedures:contract:shop_createitems.png?|Create items}}]
 +
 ====Broker Information==== ====Broker Information====
 From the main contract screen, select **Brk** to add a broker commission to the contract.  From the main contract screen, select **Brk** to add a broker commission to the contract. 
Permalink cats/procedures/contract/addcontract.1547217672.txt.gz ยท Last modified: 2019/01/11 14:41 by jen

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