Warehouse Transfer

This is used to move products from one warehouse to another. Currently there are not any reports that summarized these transactions but custom reports can be created to your exact requirements.

To view transactions, select a week range from the calendar on the left hand side.
To add a new record, click in the Date or Product cells in one of the blank rows, add additional information and click the Save (red arrow) button in the upper left hand corner of the screen.
To edit a record, change the necessary fields and click the Save (red arrow) button in the upper left hand corner of the screen.

IMPORTANT NOTE: If a seed source is not available in the drop-down, verify that the district has availability on the seed source's properties window.

Refer to Company Info topic for more information.

Dealer Shipment

Dealer shipments can be set up by selecting the "Dealer Shipment" transaction type next to the product line and category drop-down lists.

This works very similar to the Warehouse Transfer except the destination is a dealer.

To view transactions, select a week range from the calendar on the left hand side.
To add a new record, click in the Date or Product cells in one of the blank rows, add additional information and click the Save (red arrow) button in the upper left hand corner of the screen.
To edit a record, change the necessary fields and click the Save (red arrow) button in the upper left hand corner of the screen.

This information is summarized in the "Warehouse Shipments" report folder.

If the shipments are not recorded by a dealer or are not of the correct quantity and package type, the transaction will be flagged in the "Missing Shipment" folder. This helps identify possible shipping mistakes and allows for inventory reconciliation to occur during the sales year instead of only at the end of the sales year.