Receiving Containers on a Worksheet

This article outlines  how to receive Containers via an Inventory Receiving Worksheet. This is the recommended method if you have multiple products or packaging types per container

Before you start these steps, you will need:

-  An open Booking

- Possibly a Purchase Order

- Container numbers, seal numbers, and weights

1. To begin, open a New Inventory Receiving Worksheet

2. Select the Supplier, Location, and Purchase Order (if applicable).

3. Set the Warehouse to (CONTAINER). This will change the Shipping References to the right, to Container References. 

NOTE: you have to enter or look up a Booking No. in order to Save the Worksheet. 

NOTE: if you select (CONTAINER) in the Warehouse drop down menu & attach a Purchase Order then only the contract grade product from the Purchase Order will pull through to the Receiving Ticket.

4. Modify or add the Product/Grades. 

5. Click +Add Expense to add per container charges.

6. Enter the  Container No, Seal No, and Container Tare.

7. Change the Status to Posted and click Save. 

NOTE: If you need to add Container Photos or any other attachments to this receiving ticket you can click on the paperclip in the upper right hand corner. 

If you are attaching Container Photos you can check the "Container Photo" box when uploading the photos and this will rename the photos to reflect the Container Number. These photos will now pull onto the Shipping Worksheet with this container.

This container will now affect your financials by creating Payables (AP Ledger), the container will show in your Available Inventory inquiry, and will appear on the pick list 'By Container' on a Shipping worksheet. For how to Ship a Container, click here.  

If you have additional questions, please contact the Support Team via email to support@cietrade.net.