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