Inventory Module – Receiving, CoA/Quarantine, & Splitting Lots

Receiving Inventory Select the “Inventory” module. Select the filter and select “On Order.” Select “OK.” Filter by category. Search by SKU or Name to find a specific SKU. Select the “+”  to enhance the inventory item view. Click “Receive” to receive the constituent. Provide the required information, the optional sections are encouraged: Required: Amount Received, […]

Purchase Orders Module – How to Close Shipments

Select the “Purchase Order” module.  Select the “Complete” filter to view all items that have been scheduled to ship. Find the PO that you are going to close. Press the down-arrow under the “Actions” column for that PO. Then select “Set Status.” Select “Shipped.” This will close out and automatically archive this shipment.

Purchase Orders Module – How to Ship Sales Orders

Select the “Purchase Order” module. Find PO by PO#, customer, product(s), or customer PO#. Select the drop-down arrow and then select “Set Status.” Select “Prepare Shipment (Complete).”  Select “Add.” NOTE: All progress can be saved and continued later. Take a moment and locate the “Save” button at the bottom of the screen. Select “+ Add […]