cats:procedures:traffic:allocation

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cats:procedures:traffic:allocation [2019/12/03 17:23] amandacats: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:procedures:contract:addcontract#add_items_using_shop|Shop feature]], which lets you pull multiple location screens from any number of purchases and create a sale with corresponding sale items.  You can also create a new sale contract or sale item from the allocation dialogue on the location screen **OR** by using the [[cats:procedures:contract:addcontract#add_items_using_shop|Shop feature]], which lets you pull multiple location screens from any number of purchases and create a sale with corresponding sale items. 
  
-<note>If the number of units or weight on the location screen is more than the number of units or weight on the sale item, CATS will subdivide the location screen. </note>+<note>If the number of units or weight on the location screen is more than the number of units or weight on the sale item, CATS will subdivide the location screen, unless you are using a reservation. </note>
 ====Allocating From the Sale Contract==== ====Allocating From the Sale Contract====
 From the Sales Contract Main Screen select **Allo** from the menu to bring up the allocation  From the Sales Contract Main Screen select **Allo** from the menu to bring up the allocation 
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 You can also create a new sale item by using the **Shop** menu option from the main contract sale screen. [[cats:procedures:contract:addcontract#add_items_using_shop|See the wiki on using Shopping Lists in CATS for more information.]]  You can also create a new sale item by using the **Shop** menu option from the main contract sale screen. [[cats:procedures:contract:addcontract#add_items_using_shop|See the wiki on using Shopping Lists in CATS for more information.]] 
 +
 ====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.\\ 
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 You can now exit back to the location screen. The reserved amount will show on the location screen. It will show that how many units are allocated, but it will not display a particular sale.  You can now exit back to the location screen. The reserved amount will show on the location screen. It will show that how many units are allocated, but it will not display a particular sale. 
-[{{:cats:procedures:traffic:reserveallocation_bagsreservedonscreen.png|Reserved units on the location screen.]+[{{:cats:procedures:traffic:reserveallocation_bagsreservedonscreen.png|Reserved units on the location screen.}}]
  
 Once you want to execute the reservation, click on **Alloc** again, and click the **Reserved** box to switch to **Subdivide**.\\  Once you want to execute the reservation, click on **Alloc** again, and click the **Reserved** box to switch to **Subdivide**.\\ 
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 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.   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.  
-[{{:cats:procedures:traffic:reserveallocation_movemarksunits.png|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.}}] +[{{:cats:procedures:traffic:reserveallocation_movemarksunits.png|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==== ====Hold Feature====
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 [{{:cats:procedures:traffic:alloc_holdcreated.png?|Press apply to continue}}] [{{:cats:procedures:traffic:alloc_holdcreated.png?|Press apply to continue}}]
 On the location screen, you can see that there is a hold in place. On the location screen, you can see that there is a hold in place.
-[{{:cats:procedures:traffic:alloc_locationscreenhold.png?|You will see there is a hold in place, on the top right of the location screen.}}]+[{{:cats:procedures:traffic:alloc_locationscreenhold.png?|You will see there is a hold in place, on the top right of the location screen.}}]\\ 
  
 ====Viewing the Allocation==== ====Viewing the Allocation====
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 [{{:cats:procedures:traffic:alloc_fromlocationscreen.png?|}}] [{{:cats:procedures:traffic:alloc_fromlocationscreen.png?|}}]
  
 +Choose **Exit** to return to the contract. 
  
  • cats/procedures/traffic/allocation.1575393821.txt.gz
  • Last modified: 2019/12/03 17:23
  • by amanda