Processes¶
Inbound and warehouse¶
- Adjusting Bale Stock
- Reviewing a Load of Bales
- Planning Incoming Deliveries
- Correcting a Shared Stock Lot
- Receiving an Inbound Purchase
- Taking a Physical Inventory Snapshot
- Reading the Warehouse Map
- Printing a Load Label
- Assigning Work and Managing Breaks
- Purchase, Sales and Booking in One Job
Yard and delivery¶
- What Approving an Appointment Email Does
- Turning an Import Container for Export
- Working a Delivery
- Weighing a Load at the Scale
- Handing Work from the Yard to a Driver
- Moving Equipment Around the Yard
- When a Yard Move Only Partly Completed
Billing and documents¶
- Reviewing and Creating an AR Invoice
- Sending a Bill of Lading Email
- Closing Out the Day's Billing
- Who Owns Each Step of an Order
- Recording the Cost of an Outbound Order
- Correcting a Rate on a Packing List
- Printing a Packing List
- Printing a Local Purchase Invoice
- Printing a Sales Weight Ticket
- Reading the Trade Summary
- Sending a Packing List by Email
- Sending an Invoice to QuickBooks Online
- Attaching a Document to a Transaction
- Refreshing Trucking Accessorial Rates
- Billing, Sending and Emailing a Load
- Trade Costs, Rates and Documents
Orders and shipping¶
- What Must Be True Before You Finish
- Reviewing the Daily Reports
- Creating, Editing and Closing a Transaction
- Printing a Booking Confirmation
- Copying or Retiring a Booking
- Creating a Purchase or Sales Agreement
- Creating an Export Brokerage Job
- Creating a Sales Order
- Setting Stock Aside for an Order
- Giving a Loader a Job and a Break