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    Manual Load-ins

    LOGISTICS -> Manual load-ins

    Use this screen if you receive product, control stocks and record costs. Useful for non-pipfruit product.

    Adding a load-in

    • Produce - optional, select the SETUP -> Produce types. If entered, this will be used to filter some of the dropdown lists in the Lines section.
    • Code - load-in code. If you don't have a particular load-in code to use, press the icon to create a system generated code. The prefix can be set in the "LoadNoPrefix" setting in SETUP -> System.
    • Date - load-in date, defaults to today.
    • From - SETUP -> Locations the product has come from.
    • To - coolstore the product has gone to (from SETUP -> Locations where Coolstore? has been ticked).
    • Transfer ref - carrier reference.
    • Purchased from - optional, SETUP -> Vendors the produce was purchased from.
    • Currency - if Purchased from is entered, the currency will default to their currency.
    • Exch. rate - if Purchased from is entered, the exchange rate will default to the exchange rate for the date entered.
    • Locked? - if ticked the Exch. rate will be disabled and will not change.
    • Notes - any additional notes.

    Lines

    Once saved, add a record for each pallet on the load.

    • Pallet # - enter pallet number. If there is no pallet number, press the icon to create a system generated code. There is a Pallet card report that can be printed that can be attached to each pallet.
    • Packer - enter where the produce was packed, from SETUP -> Vendors where Packer? is ticked.
    • Variety - enter the variety of the produce, from SETUP -> Varieties.
    • Pack - enter the packtype of the produce, from SETUP -> Pack types.
    • Size - optional, from SETUP -> Sizes.
    • Grade - optional, from SETUP -> Grades.
    • Brand - optional but prints on the pallet card, from SETUP -> Brands.
    • Grow method - optional but prints on the pallet card, from SETUP -> Growing methods.
    • Country origin - optional, from SETUP -> Countries.
    • Orchard - optional, fromSETUP -> Locations where Orchard? is ticked.
    • Production site - optional but prints on the pallet card.
    • Pack date - optional but prints on the pallet card.
    • Harvest date - optional.
    • # units - number of units on the pallet.
    • Cost price - cost price of the pallet.

    Equipment

    If you are keeping inventory of pallets/crates, enter the equipment transactions between the From and To locations.

    • Item - SETUP -> Equipment item.
    • Quantity - number of items to transfer.

    Costs

    Add load-in costs here.

    • Cost template(s) - select any SETUP -> Cost templates to pre-populate with costs setup on these template(s) (press Save to load them). Costs loaded from the template(s) can be overriden.

    You can add additional costs, these will show in the list with a hand icon to indicate they have been manually entered.

    • Description - cost description.
    • GL account - select the general ledger account for this cost when posting through to financials.
    • Rate - the rate of this cost and currency.
    • Per - this determines the number of units to calculate the total cost by multiplying the Rate by the units selected here. Options include: * Kg (gross) * Kg (net) * Load - one. * TCE * Unit
    • Split cost by - once the total amount of the cost has been determined (Rate * Per) then that cost needs to be apportioned across all of the products on the load using the unit selected here.
    • Applies to (filters) - provide a means to filter the product that this cost will apply to.

    The Total is a calculated field based on rate and quantity. If the actual cost is different to this, you can click on the Total (blue text) and enter an Invoice # and Amount which will then alter the Rate value.

    Reports

    Loadin reports are available from the Reports menu on the page.

    Send e-mail creates an email with both reports attached as pdf files. The default email recipient can be set in the "ManualLoadinEmailRecipients" setting in SETUP -> System.

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