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:batchadd [2024/04/18 14:17] – amanda | cats:procedures:contract:batchadd [2024/04/24 19:31] (current) – amanda | ||
---|---|---|---|
Line 10: | Line 10: | ||
< | < | ||
+ | [{{: | ||
- | You will be prompted to switch to a purchase | + | You will be prompted to switch to the interface for adding |
- | [{{: | + | [{{: |
If you decide to switch back to adding sale contracts, click on **Switch Type** again and confirm you want to switch to adding sale items/ | If you decide to switch back to adding sale contracts, click on **Switch Type** again and confirm you want to switch to adding sale items/ | ||
+ | ===Contract Main Level Details=== | ||
Enter the details about the contract(s) you wish to add in the space provided, including Date, Customer, Terms, Payment, Type, Approval, Weigh, Country, Customer Reference, and Tdr. You can enter Product, Measure, and Notes as well. These details will be copied to every contract you create. | Enter the details about the contract(s) you wish to add in the space provided, including Date, Customer, Terms, Payment, Type, Approval, Weigh, Country, Customer Reference, and Tdr. You can enter Product, Measure, and Notes as well. These details will be copied to every contract you create. | ||
- | [] | + | [{{: |
====Adding Items (or Contracts)==== | ====Adding Items (or Contracts)==== | ||
To add a single item, click on the green plus icon next to the **Add an item** link. | To add a single item, click on the green plus icon next to the **Add an item** link. | ||
- | To add multiple items, click on the green plus icon next to the **Add a series of items** link. | + | To add multiple items, click on the pages icon next to the **Add a series of items** link. |
- | <note tip>To make each item into a separate contract, click the arrow to turn on the option to '' | + | <note tip>To make each item into a separate contract, click the box to turn on the option to '' |
+ | To clear added items, click on the **Clear Items icon**. | ||
+ | ===Enter Item Number=== | ||
+ | Input the number of items you want to add, as well as choosing whether or not CATS will advance the position by one month for each item. | ||
+ | [{{: | ||
+ | ===Enter Product Details=== | ||
+ | Enter the type of product to add on every item. Press Apply to continue to the next step. | ||
+ | [{{: | ||
+ | |||
+ | ===Enter Units and Weight=== | ||
+ | Enter the product shipment and position details and pick Apply to continue. | ||
+ | [{{: | ||
+ | |||
+ | ===Enter Shipment Details=== | ||
+ | Enter the customer number, as well as position and delivery details such as destination here. | ||
+ | [{{: | ||
+ | |||
+ | ===Enter Price Details=== | ||
+ | Input the price details and pick Apply to continue adding the item. | ||
+ | [{{: | ||
+ | |||
+ | |||
+ | ====Finalize Creation==== | ||
+ | When you have finished, click the **Create Contract** button to create the new contract(s) or items. | ||
+ | |||
+ | The example shown is a single contract with four items, created using the **Add a series of items** tool, with a range of shipment/ | ||
+ | [{{: | ||
+ | |||
+ | Click the **Yes** button to continue. | ||
+ | |||
+ | The contract will be created and you can review it. | ||
+ | |||
+ | ===Creation History=== | ||
+ | elect History from the menu to see a list of previously created items. | ||
+ | [{{: | ||
+ | |||
+ | Choose the starting contract from the list and you will be taken there to view as normal. | ||
+ | [{{: | ||
+ | |||
+ | From there, you can work as you normally would in CATS or hit Exit to return to the Batch Add area. | ||
+ | [] |