Selling Multi Lot Containers

If you have multiple line items on a Sales Order and are selling one or more containers against it, you can use the Container Contents feature to allocate the sales order pricing to individual products, packed inside of the container. 

NOTE: this feature works with a multi-product line Receiving Ticket or with a Packed container. 

1. Start on the Shipping Worksheet. 

2. Enter the top information for the Customer, select the Sales Order, and set the Warehouse to (CONTAINER).

3. Select a Booking

4. The Sales Items should populate under the Sold As section

NOTE: the quantities will be blank at this point since the weight is applied when you choose the container items. 

5. Under Packing List, click + Add Item> Pick Container Contents

6. On the Inventory Pick List, toggle the apply to sales item drop list to the check the specific container items that they apply to.

Each line is a single product in a container, so it will have the same Booking, Container number, and Seal, but different product name, specifications, & weight. Once you check off container contents, it will show these items as 'committed' in your inventory reports so that you cannot ship more than you have on hand. 

NOTE: you must apply every product in the container before clicking Save. 

7. You can apply multiple Containers as needed.

8. Once you Save the inventory picklist, you should see the quantities have populated and generated the price extensions under the Sold As.

9. Enter the remaining Expenses, Shipping References, etc.

10. Click on the Paperclip icon to attach container loading photos

11. On the Documents tab you can create and email export documents

12. Once you put the Worksheet into Invoiced status, it will be removed from your Inventory.

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