How to Create a Linked Transaction

Owned by Former user (Deleted)
Last updated: Dec 14, 2017 by Darach Murphy (Unlicensed)


This page describes how to create a linked transaction to allow for shipping to and/or receiving from other Croptracker users.

Any changes made to a linked transaction will not affect the corresponding transaction in another user's account. 

Step-by-step guide

  1. First ensure the party you are shipping to / receiving from is also a Croptracker user.
  2. Create a linked contact. See Linked Contacts for more information.
  3. Create a relevant transaction type. See Transaction Types for more information.
  4. Select your linked contact in your transaction as either the Customer or Supplier depending on the type of transaction.
  5. Add any required line items and adjustments.
  6. Click the Save button to save your new transaction.
  7. After saving click the Send to Supplier button. This will send a corresponding transaction to the linked contact.



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