Sales Load Builder

Owned by Former user (Deleted)
Last updated: Nov 30, 2017 by cj (Unlicensed)
2 min read

This page describes how to use the sales loader builder.Similar to the Transactions List the table on this page shows all transactions that match the search criteria. This table also shows events that are connected with each transaction. If more than one event is connected to a transaction multiple rows are displayed (e.g. a consignment order is received as two loads and two receiving events). This screen is typically used for organizing incoming and outgoing loads and scheduling appointment times.

Search Step-by-step guide

  1. Navigate to the sales load builder via the main menu: Shipping > Sales Load Builder.
  2. Specify a Start Date and End Date to filter transactions by their Ship Date.
  3. Enter a Text Search to filter transactions by their Transaction No. or Reference No.
  4. Filter the transaction types by selecting one or more transaction types using the Type field.
  5. Filter the transaction statuses by selecting one or more statuses using the Status field.
  6. Filter the transactions that are attached to SHIPPED shipping events by toggling the Hide Shipped checkbox.
  7. Filter the transaction Customer or Supplier by selecting one or more contacts using the Customer/Supplier field.
  8. Filter the transaction destination by selecting one or more addresses using the Destination field.
  9. The search criteria will apply automatically. Click the Refresh button to refresh the results using the current search criteria.

Linking events

  1. To link a transaction to an event click the blue link (  ) icon in the event column
  2. Choose an event (or choose to create a new event) in the pop-up window drop-down list or start typing to search for an event

Un-Linking events

  1. To unlink a transaction from an event click the red unlink (  ) icon in the event column
  2. Confirm the un-linking in the pop-up window



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