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  2. Wholesale Distribution Solution

How do I record Shipments/Orders?

Start on the Orders Tab

On the Orders tab, start a new order. 

1) Pick the customer that will receive the product.  (Note: you can enter them in line or set them up in the Settings tab.)

2) Pick the product lots they will be receiving.  Note: we default to lots received in the last 3 days, but you can change that.

3) Enter the key information about the shipment:  Note:  This is all optional.  

 

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Choose what you are sending them.  We default to lots received in the last 3 days. You can change that.  You can also scan a tag to pick the lots. 

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Put in the order details that matter your business.  You can always leave things blank.  So folks prep orders for the next day and fill in the key details later. 

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Choose the quantity of each lot you are shipping out. 

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You can always edit an order (add new items, change quantities, reprint tags....)

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