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Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:procedures:traffic:allocation [2019/02/14 17:33] – [Reservation] jen | cats:procedures:traffic:allocation [2019/12/05 14:24] (current) – [Reservation] amanda | ||
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You can also create a new sale contract or sale item from the allocation dialogue on the location screen **OR** by using the [[cats: | You can also create a new sale contract or sale item from the allocation dialogue on the location screen **OR** by using the [[cats: | ||
- | < | + | < |
====Allocating From the Sale Contract==== | ====Allocating From the Sale Contract==== | ||
- | From the Sales Contract Main Screen select **Alloc** from the menu to bring up the allocation | + | From the Sales Contract Main Screen select **Allo** from the menu to bring up the allocation |
dialog. | dialog. | ||
[{{: | [{{: | ||
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If there are multiple unallocated items on the contract, you will be prompted to | If there are multiple unallocated items on the contract, you will be prompted to | ||
pick one from the list. Highlight the item you wish to allocate and pick **Continue**. | pick one from the list. Highlight the item you wish to allocate and pick **Continue**. | ||
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A box will be displayed showing some details about the sale item as well as its overall allocation status. | A box will be displayed showing some details about the sale item as well as its overall allocation status. | ||
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on the **Other Identifier** link and selecting the type from the drop-down. | on the **Other Identifier** link and selecting the type from the drop-down. | ||
[{{: | [{{: | ||
+ | \\ | ||
[{{: | [{{: | ||
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[{{: | [{{: | ||
+ | |||
+ | If the purchase item has a different product description you will receive | ||
+ | a pop-up stating this. Press **Yes** to continue. | ||
+ | [{{: | ||
+ | If the unit weights do not match between purchase and sale items, you will see the following message. | ||
+ | [{{: | ||
Click on **Apply** to create the allocation. | Click on **Apply** to create the allocation. | ||
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[{{: | [{{: | ||
Make changes to grade if needed, and then proceed to add item as you normally would. | Make changes to grade if needed, and then proceed to add item as you normally would. | ||
- | [[cats: | + | [[cats: |
You can also create a new sale item by using the **Shop** menu option from the main contract sale screen. [[cats: | You can also create a new sale item by using the **Shop** menu option from the main contract sale screen. [[cats: | ||
+ | |||
====Reservation==== | ====Reservation==== | ||
When you go in to allocate, you can choose to reserve. This will allocate without flagging a particular sale.\\ | When you go in to allocate, you can choose to reserve. This will allocate without flagging a particular sale.\\ | ||
- | Click on **Reserved** column to switch to subdivide.\\ | ||
- | Click the box, **Reserved**, | ||
- | Press **Apply** to continue. | ||
- | [{{: | ||
- | If the reserved amount has a different product description or the unit weights do not match you will receive | ||
- | a pop-up stating this. Press **yes** to continue. | ||
- | [{{: | ||
- | [{{: | ||
- | The reserved amount will show on the location screen. It will show that it will be allocated, but not show a particular sale. | + | To start out as a reservation, |
- | [{{: | + | [{{: |
+ | |||
+ | If you have not done the step above, just click the **Subdivide** box to change it to **Reserved** and select the **Apply** button to continue. | ||
+ | [{{: | ||
+ | |||
+ | You can now exit back to the location screen. | ||
+ | [{{: | ||
+ | |||
+ | Once you want to execute the reservation, | ||
+ | [{{: | ||
+ | |||
+ | Then, click on **Apply** to execute the allocation. | ||
+ | [{{: | ||
+ | |||
+ | You will be asked which marks to be moved to the new screen. Click on the check boxes for the marks you want to move, or change the units on each mark listed, and pick **Apply** to proceed. | ||
+ | [{{: | ||
+ | Now, you will be taken to the old screen where you created the allocation. Pick Exit to go to the list of screens and enter the new screen you created. There, you can see the allocation as usual.\\ | ||
+ | |||
+ | ====Hold Feature==== | ||
+ | When you go in to allocate, you can choose to place units on hold. This feature will create a hold for a specific account, with no sale created. | ||
+ | Click on **Hold for Customer** to get started. | ||
+ | [{{: | ||
+ | Enter the terms and units to create a temporary hold for one customer. Press **Apply** to continue. | ||
+ | [{{: | ||
+ | The hold was created. Press **Apply** to continue. | ||
+ | [{{: | ||
+ | On the location screen, you can see that there is a hold in place. | ||
+ | [{{: | ||
====Viewing the Allocation==== | ====Viewing the Allocation==== | ||
You can see whether or not a contract is allocated from the main screen, the location screen, or the item screen. You can also use the **Allocated Units** column on most reports or choosers. | You can see whether or not a contract is allocated from the main screen, the location screen, or the item screen. You can also use the **Allocated Units** column on most reports or choosers. | ||
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===From the Main Contract Screen=== | ===From the Main Contract Screen=== | ||
To see how many units are allocated on a contract, navigate to the main contract screen (**Contracts > Purchases (or Sales) > Main** and look at the **Allocated** column. This will list the units allocated for the entire contract. | To see how many units are allocated on a contract, navigate to the main contract screen (**Contracts > Purchases (or Sales) > Main** and look at the **Allocated** column. This will list the units allocated for the entire contract. | ||
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The item list can also display for each item a link to the allocated contract, or a link to a list of location screens or contracts if the item is allocated to more than one. This is shown above next to the sale item, the link for '' | The item list can also display for each item a link to the allocated contract, or a link to a list of location screens or contracts if the item is allocated to more than one. This is shown above next to the sale item, the link for '' | ||
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===From the Location screen=== | ===From the Location screen=== | ||
- | On the location screen, the sale contract | + | On the location screen, the allocated |
[{{: | [{{: | ||
+ | Choose **Exit** to return to the contract. | ||