Adding Totes and Pallets

In normal operations, totes and pallets are added (or subtracted) from their balance through sales orders and purchase orders. The Totes and Pallets table, however, provides a way of adding an adjustment to the balance count, in order to manually correct the count for specific trading partners.

Note: The totes and pallets management options in this screen are identical (although totes and pallets are configured separately - see Using Totes and Pallets). The remainder of this section will refer to totes throughout, but is equally applicable to pallets.

1. When you first enter into this option, a Select An Option window appears with the following options:

• EXIT – Select EXIT to exit the Totes and Pallets option.
• TOTES – Select TOTES to work with totes.
• PALLETS – Select PALLETS to work with pallets.

2. After selecting the TOTES or PALLETS a Select An Option window displays the following choices (based on whether you selected TOTES or PALLETS):

• EXIT – Select EXIT to the first window.
• VENDOR – Select VENDOR to adjust tote/pallet balances or list activity by date for selected vendors.
• CUSTOMER – Select CUSTOMER to adjust tote/pallet balances or list activity by date for selected customers.
• QUICK MAINTENANCE – Select QUICK MAINTENANCE to adjust many vendor or customer tote/pallet balances within the same editing screen.
• BALANCE REPORT – Select BALANCE REPORT to print balance reports for customers or vendors.
• CLEAR OUT TOTE/PALLET FILE – Select CLEAR OUT TOTE/PALLET FILE the to remove tote/pallet activity records by date (see below).

Select either the CUSTOMER or VENDOR options from the window to adjust the count.

3. Specify the appropriate customer or vendor ID code.

If you are uncertain of the customer or vendor code, see Navigating Net Yield - Selecting a Customer ID Code or Selecting a Vendor ID Code.

4. The current tote balance is displayed in the Tote Balance field. A positive balance means that there are more totes out in the field than in-house. A negative balance means you received more totes in from your customer/vendor than you shipped out.

5. Command options will appear:

• Add Adjustment – Select Add Adjustment to create a new transaction.
• List Activity – Select List Activity to list tote/pallet activity.
• Exit – Select Exit to exit the option and return to first Select An Option window.

6. Select Add Adjustment.

7. At the Date field, enter the date of the adjustment or press Enter to accept the system default, today's date.

8. At the Totes In field, enter the number of totes coming in and press Enter.

9. At the Totes Out field, enter the number of totes going out and press Enter.

10. (Optional) Enter a description or reference number about the adjustment, if desired, at the Note field.

11. Command options will appear:

• Update – Select Update to save the adjustments.
• Exit – Select Exit to return to the first screen.

For more information on the Totes and Pallets option see Totes and Pallets.

Security Required : Shipping - Shipping Reports