Move boxes
Here we explain how to move boxes from one purchase order to another purchase order.
It's possible to move packed, unpacked, and confirmed boxes from one Purchase Order to another Purchase Orders.
There are two methods:
1) Move boxes from a PO directly without creating a new PO header.
2) Move boxes from a PO to a specific PO ID.
Method 1: Move boxes directly without creating a new PO header.
On the PO page, find the "Move Boxes" button on the top bar from the PO page.
A Move Boxes window will pop up.
Here, please click on the "Create New PO" Button to create a new Purchase Order and move boxes to it.
The boxes from the original PO will show on a list. Please select the box or boxes you would like to move, by clicking on the check box.
After selecting the boxes, click on the Move Boxes button (yellow button) to process.
A new PO automatically gets created with the same header as the original PO: same Customer, Cargo Agency, Incoterm, Sales Rep, etc. However, the PO Date gets set to the next day.
Method 2: Move Boxes to a specific PO.
On the PO page, find the "Move Boxes" button on the top bar from the PO page.
A Move Boxes window will pop up.
On the blank field, type in the PO ID you wish to move boxes to and hit the "Select PO" Button.
The destiny PO information (header), will appear on the page.
After this, please select the boxes you wish to move to that specific PO and click on the Move Boxes button (yellow button) to process.
This will move the boxes to the specific PO.
Move Boxes Tips
1) On the Move Boxes Page, you can find different color codes for each box.
The red lines are unconfirmed, incomplete boxes.
The white lines are confirmed, complete boxes, but physically not packed yet.
The green lines are physically packed boxes.
2) To work efficiently, use the filters to mass select a list of boxes that you wish to move. You're able to mass select unpacked boxes that have a status of being confirmed or unconfirmed or hit the mass select button to select ALL boxes within the blue bar.
3) If you move PACKED BOXES (green lines), inform the post-harvest which BOX IDs you're moving, and RELABEL those packed boxes with the new customer and exportation information.
4) Find your original PO and the newly created ones, on the Search Purchase Order Page.
By typing in the master or original PO on the PO ID field and hitting search, all the linked POs get referred on the Sales PO page.
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