User Tools

Site Tools

cats:procedures:contract:addcontract

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
cats:procedures:contract:addcontract [2019/01/11 15:42]
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 new items and allocate purchases to any sale contract using Shop. The Shop feature is found on every sale, new or existing.+====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.
 [{{: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 a traffic screen using one of the filters.\\  + 
-**Select Traffic Screen** - Search by purchase, grade or loc number.\\  +**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.\\  +[{{:cats:procedures:contract:shop_filterbypo.png?|Filter by purchase order}}] 
-Enter the dates for the new sale items.\\ +**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 **Default Values for New Items** - Enter ship position, Diff position, Weight or Price basis. These
 values will be the default for the new items.\\  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. \\  **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** - +**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====
Permalink cats/procedures/contract/addcontract.1547221361.txt.gz · Last modified: 2019/01/11 15:57 (external edit)

oeffentlich