How to Attach a Sales Order to Raw Inventory in Shipping
This document contains a step by step guide on how to attach a sales order to raw inventory in shipping. You will need the Harvest (Or Receiving), Order Desk and Shipping modules to access this feature.
For more information on using this module see the main instructions page linked HERE
For more information on adding Order Desk to your Croptracker account contact support@croptracker.com
Instructions
Login into your Croptracker account on the web.
You will need inventory made in either Recieving or Harvest events.
You will have to either have an existing Sales Order you are looking to attach inventory to or create a new sales order by following steps: https://croptracker.atlassian.net/wiki/spaces/DAKB/pages/83001454
Create a new shipping event or navigate to an existing one. Here is how to create a new shipping event: https://croptracker.atlassian.net/wiki/spaces/DAKB/pages/83001564
When you are in the shipping event navigate to the Loaded section. You should see a section to Add Transaction To This Event.
You will be prompted to select a transaction - Select one
Press the checkbox next to the transaction - this will indicate that you plan to associate inventory with the transaction.
Move the raw inventory from the unloaded to the loaded lane.
You will see that inventory will have the transaction number on the inventory card now - this means that you have successfully attached raw inventory to a sales order.
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Need a little more support? Not sure you’re using your Croptracker account to the fullest? Get in touch with an expert at support@croptracker.com. You can also book 1-on-1 training with a Croptracker expert at Croptracker - 1-on-1 Training.