Sale - Store orders

LOGISTICS -> Sales -> Store order tab

Be sure to read the Life-cycle of a sale to get an overview of the sale process.

In this section you can prepare one or more store orders. This process is optional. These orders provide instructions to the store describing the product that needs to be shipped, when, and where.

Tip

snapSales allows you to email these orders including an EDI file the store can import directly into their own software (if the store supports this).

Add an order

  • Coolstore - select the store who will fill the order. These can be maintained in SETUP -> Locations.
  • Order # - your order number for the coolstore to quote. You can send multiple orders per sale to a specific coolstore, but this number must be unique, eg AP123/1, AP123/2.
  • Version - use as a version number when sending the order, defaults to 1.
  • To - location that will receive the order.
  • Attention - contact at the store.
  • # containers - number of containers required.
  • Container available from - where to collect the empty container. The list is a list of previously entered values.
  • Line unit - whether the quantity on the lines represents Units or Pallets.
  • Supplier - custom field, only visible to certain customers.
  • Credit terms - custom field, only visible to certain customers.
  • Temperature recorder required? - if ticked, prints on the report. This will default based on the SETUP -> Consignees if this has been entered on the Export tab.
  • Instructions - special instructions for the store. This will default based on the SETUP -> Consignees if this has been entered on the Export tab.
  • Order format - format of the Store order report, ie priced/standard. Defaults to the value entered against the coolstore SETUP -> Locations.
  • Show customer on report? - if ticked, will print the Customer's name on the Store order report. The default value is based on the "StoreOrderShowCustomerDefault" setting in SETUP -> System.
Note

Other order information will be picked up from the General and Export section of the sale.

Add order lines

  • Line No - line identifier. Helpful for sorting the lines.
  • Price (sell) - used as a default value in the Income tab.
  • Price (grower) - used as a default value in the Pay to tab. Will print on the Order report if you choose the Priced order format.
  • Quantity - number of units/pallets ordered, the unit type comes from the Line unit entered above.

Applies to - select the selection criteria, some common criteria may be:

  • Product - select the product to be shipped.
  • Pallet type - select the type of pallets to be shipped.
  • Customer suitability - optionally restrict the pallets shipped to a specific SETUP -> Customer Suitability.
  • Exclude markets - optionally exclude produce that is suitable for these markets. Useful if the store has produce that is valuable for other markets and you want to prevent them loading it against this order.
  • Storage type - optionally restrict the pallets shipped to a specific SETUP -> Storage type.
  • Submission profile - optionally restrict the pallets shipped to a specific Submission Profile (pipfruit specific).
  • Problem/Risk - optionally restrict the pallets shipped to a specific Problem/Risk (pipfruit specific).
  • Sample block - optionally restrict the pallets shipped to a specific USA sample block (pipfruit specific).
Tip

There is a copy icon on each line, pressing this will copy that line to make data entry quicker.

Send order

Select the order and click Send Order. snapSales will then compose and send an email with the following attachments

Confirm the destination email address(es) and click Send. The email address defaults to the Email field on the Coolstore in SETUP -> Locations.

Tip

Consider adding your own email address when sending the order as confirmation.