Containers
Containers are re-useable items such as plastic bins, wood bins, pallets, and totes. This feature allows you to record incoming container balances from suppliers, and return containers to them to reduce their balance owed.
- When inventory is created on Delivery screen, if it has a Variety, the system will create a duplicate record of that same Part as a container in a Warehouse set by Setting 426.Data.
- View the balance of Containers for a specific supplier, go to Dashboards > Inventory > Total > Filter by “Group by warehouse” and select a “Owner company”.
- Use Settings > Parts > create a Category called "Containers" and add Parts to it that represent your containers like "500LB Bin" or "1MT Tote".
RETURN CONTAINERS TO A SUPPLIER
Use the Inventory > Invoice sale process:
1. From Inventory, tap “Invoice sale” (you need Employee “Sell inventory” permission)
- Tap + , select Customer, Site, and tap “ADD INVENTORY TO INVOICE” (Supplier Company must also have Company type “Customer” as well!)
- Tap ‘select from list’ icon , optionally select Site, select the Supplier in the Owner dropdown and tap search, select inventory and tap OK, Finish Sale, print Container receipt or invoice, and tap OK to complete transaction.