Sales Allocation

Sales Allocation
When pallets are confirmed on the pallet file entries, they are inserted into pallet lines and become available stock, ready to be allocated for sales by co...
Tue, 30 Nov, 2021 at 3:50 PM
Walkthrough: How to select and add pallets to a Sales Allocation Batch
Search for Pallet Selection Summary Use the summary buttons / fields in the summary section / filters in the bottom section to filter for and find the pal...
Thu, 27 Jan, 2022 at 10:18 PM
Walkthrough: How to Allocate Pallets for Sales
Option 1: Import from Excel file Open your Excel Allocation Batch file and refresh the data. This file shows all the pallets that are in your batch Alloc...
Thu, 27 Jan, 2022 at 9:21 PM
Walkthrough: How to Allocate pallets with Produce Orders
Search for Produce Orders and create a new order or open an existing one   Produce Orders is a summary of an order per Customer Enter values in the heade...
Thu, 27 Jan, 2022 at 10:20 PM
Salesperson Code
When pallets are allocated for sales, the system automatically assigns the Salesperson Code. The Salesperson code is part of the grouping logic of Produce T...
Thu, 10 Feb, 2022 at 9:50 PM