Sale - General details

LOGISTICS -> Sales

Be sure to read the Life-cycle of a sale to get an overview of the sale process.

In this section you can update the general details for the sale. These details apply to both domestic and export sales.

  • Produce - optional, select the SETUP -> Produce types. If entered, this will be used to filter some of the dropdown lists in the Store order tab.
  • Code - This unique code identifies the sale.
    • You are free to choose codes what ever way you like. Some folks use a combination of ISO Week and customer (eg 1701ENT).
    • If the sale was generated by LOGISTICS -> Importing EDI, the order number from that file will be used. When the order number in the EDI file matches an existing sale code, the contents of the EDI file will be added to the existing sale.
    • If you don't have a particular sale code to use, press the icon to create a system generated code. The prefix can be set in SETUP -> Produce types or the "LoadOutNoPrefix" setting in SETUP -> System.
  • Sale date - The date of the sale. This may differ from the load date(s) and export date.
  • Customer - Your customer. Selecting a customer will also update the sale's currency, payment basis, and Incoterm.
  • Customer ref - The customer's reference for this sale (if any).
  • Receiver ref - The receiver's reference for this sale (if any).
  • Destination - The final destination for this sale. This can be selected from any SETUP -> Locations.
  • Status - Set the status to track progress:
    1. New - The sale has just been created.
    2. Ordered from store - An order has been sent to the store and is awaiting shipment.
    3. Shipped - The store has now shipped the order. Orders imported from EDI files will start with this status.
    4. Docs completed - Documentation has been completed and sent.
    5. Cust invoice posted
    6. Cust advance paid - The customer has made an advance payment against this sale.
    7. Cust part paid
    8. Account sold - The customer has sold the produce in market and provided an Account Sale detailing the returns. The sales Income section should have been updated appropriately.
    9. Cust finals paid - The sale is now finalised. All income and costs have been confirmed. This will allow the sale to be selected in upcoming Grower Payment runs for any suppliers being paid on a Consignment basis.
  • Tags - where you can easily add extra information for a sale, useful to record other status' or anything else about a sale to avoid adding a custom field. These Tags can be setup from the Setup menu on the Sales screen. The Tags field is available from the column chooser so you can filter sales for particular tags.
  • Pay finals? - tick when you are ready to include this sale in the grower payment run. Ticking this box will automatically tick the Pay final? tick box on all the orchards in the Pay to tab. You can remove some growers from the payment run if necessary by unticking individual orchards.
  • Notes - A place to record any notes about this sale.