How to Create Transaction Line Items
- David Bertin
Analytics
This document contains a step by step guide on how to create transaction line items. You will need the Order Desk module 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
Create a transaction. See Order Desk for more information.
Click the + Add Product button to add a new line item.
Select a Product.
Enter the Quantity.
Enter the Total Weight for the line item.
Then set the Units Per Pallet.
Optionally enter a Purchase Price. This is the base price for this line before adjustments are applied. See How to Create Transaction Adjustments for more information.
Optionally enter Notes for this line.
The line is automatically saved when modified. If the line is high-lighted in yellow try to click away from the line to trigger a save.
Add additional lines as necessary.
Highlight important information in a panel like this one. To edit this panel's color or style, select one of the options in the menu.
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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.