Using Totes and Pallets

The Totes and Pallets management table allows you to make adjustments to tote or pallet balances for customers and vendors. In addition, activity records can be viewed and various reports can be printed within the Totes and Pallets option.

In order to track totes and pallets by customer, at least one of the "Ask Totes and Ask Pallets" fields for Sales Orders (SO= Sales Orders), Order Control (OC = Order Control) and/or Shipping (SH = Shipping) must be set to Y (Y=yes) in Shipping Options. The "What Prints" on settings in Shipping Options also needs to be set, by form, in order to print the In/Out and remaining balance on sales order, bill of lading, and invoice forms. If set to Y (Y=yes) a Totes and Pallets window will appear when the sales order is finished, allowing the user to enter the number of totes received in the Totes In column and the number of totes shipped in the Totes Out column.

In order to track totes and pallets by vendor, at least one of the "Totes and Pallets" fields for Purchasing (PU = Purchasing), Purchase Orders (PO = Purchases Orders), Receiving Purchase Orders (PR = Receiving Purchase Orders), and/or Complete Purchase Orders (PC = Complete Purchase Orders) must be set to Y (Y = yes) in Purchasing Options. The "What Prints On" settings in Purchasing Options also need to be set by purchase order form to print the In/Out and remaining balance on the form. If set to Y (Y = yes) a Totes and Pallets window will appear when the purchase order is finished, allowing the user to enter the number of totes received in the Totes In column and the number of totes shipped in the Totes Out column.

If the user needs to enter the totes and pallets when finishing a sales order in Sales Orders, Order Control, or Shipping and needs to enter the totes and pallets when finishing a purchase order in Purchasing, Purchase Orders, Receiving Purchase Orders, and Completing Purchase Orders, the totes and pallets override for the various functions must be set per user in User Options.

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 enter or change totes balances for a customer or vendor and run the tote balance report.
• PALLETS – Select PALLETS to enter or change pallet balances for a customer or vendor and run the pallet balance report.

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

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

• EXIT – Select EXIT to return 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 the tote/pallet balance for multiple vendors or customers.
• BALANCE REPORT – Select BALANCE REPORT to print balance reports for customers or vendors.
• CLEAR OUT TOTE FILE – Select CLEAR OUT TOTE/PALLET FILE to remove tote/pallet activity records by date (see below).

Clearing Out Totes and Pallets Files

Both the Totes and Pallets data files can be "cleared out" (reset to zero) by using the appropriate "Clear Out..." option under either the Totes or Pallets option.

1. Select TOTES or PALLETS.

2. Select the appropriate "CLEAR OUT ___" function.

3. At the DELETE ALL PALLET RECORDS PRIOR TO field, enter the date for which all tote/pallet records should be deleted and press Enter. The following message will appear: "Are You Sure? No/Yes."

• Select no to exit the CLEAR OUT options.
• Select yes to continue and clear out the totes or pallet balances. The following message will display: "Are You Absolutely Sure? No/Yes."
  • Select no to exit.
  • Select yes to delete the tote or pallet balance.

4. The files we be reset to zero as of the date specified.

Use the Available Actions links below for more information.

Security Required : Shipping - Shipping Reports