Freshware Trading Sheet
The Freshware Trading Sheet offers produce suppliers the ability to administer an end to end trade transaction within a single screen from Consignment to Sale.
The screen is divided into two parts; Purchasing & Sales, and facilitates the set up and processing of the trade, including:
- Purchase Ledger Accounts (Supplier of Goods)
- Products and Valid Sizes, inc Qty Per Pallet and Pallet Qty
- Hauliers
- Haulage Rates and Job Rates
- Surcharge % and £
- Sales Ledger Accounts (Customers)
- Price Lists (both SL and PL)
- Locations (Stores)
- Stock availability per purchase line.
- Allocations
The purpose of this screen is to create consignments (GRN’s) and apply product purchase lines to the consignment, with a valid size, purchase price and quantity. In addition, the user can nominate a store for the received goods and also nominate a haulier – these are mandatory before receiving. The user can also pre declare the end customer, so that when the purchase line is selected, it pre-populates the “Sales Order” with that customer, when the sales order is created.
Purchasing
The Trading Sheet’s “Purchasing” area allows the user to create multiple Product Purchase lines to the same consignment (appending), so each row represents one product valid size and pricing. This facilitates multiple ways that the user can break out their purchases for different distributions if required. (i.e to more than one haulier or location or price). The appending auto populates the key areas in the header of the GRN, to speed up the entry process, and includes data validation to prevent users trying to set different suppliers to the same GRN, for example.
Sales
The Trading Sheet’s “Sales” area is driven by creating sales orders based on a selected row from the “Purchase” area. This removes the need for the user to manually populate the sales order, with the only required data entry points being a “Customer Ref” and “Sales Price”. The Trading Sheet also defaults to populate and auto allocate the product order line from the purchase line, to consume the remaining stock in full, as this is the intention to “purchase to sell”. However, the sales order quantity can still be changed to a reduced qty to allow multiple sales to be created from the same purchase line.
You can also view sales orders by just its focussed consignment or view all sales.
In addition, the “Sales” side also facilitates the ability to “append” multiple sales lines to the same order. The user can also print out both Consignment Confirmations and Sales Order Confirmations from this single screen too.
Finally, the Freshware Trading Sheet data can be exported to Excel in either the purchases or sales “grid” format, which also includes the “Grouping” function, allowing data to be passed onto appropriate hauliers in a simple way.
Prices also pre-populate (if set) from system pricelists for both Purchase and Sales.
The Trading Sheet also works in conjunction with Freshware Consignment Entry and Order Entry, so data flow is bi-directional. Therefore, Consignments or Sales Orders will populate the trading sheet if they are created from, for example, Consignment Entry or Sales Order Entry.
If you would like to find out more, or book a demonstration of the Freshware Trading Sheet, please get it touch.
