Difference between revisions of "GT:Allocate Customers Window"

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[[Image:AllocCust1.gif|500px|Image:AllocCust1.gif|500px]]
 
[[Image:AllocCust1.gif|500px|Image:AllocCust1.gif|500px]]
  
This window is used to assign a pallet to a particular customer.
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This window is used to reserve a pallet for a particular customer.
  
 
Select a Customer number from the drop down in the '''Customer''' field, or enter the number manually.
 
Select a Customer number from the drop down in the '''Customer''' field, or enter the number manually.
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[[Image:AllocCust2.gif|500px|Image:AllocCust2.gif|500px]]
 
[[Image:AllocCust2.gif|500px|Image:AllocCust2.gif|500px]]
  
 
Enter the '''Track''' number of the pallet you wish to reserve for this customer.  If you do not know the Track number, you can press Ctrl-A, the list function, to access the [[GT:Find Inventory|Find Inventory]] window.
 
Enter the '''Track''' number of the pallet you wish to reserve for this customer.  If you do not know the Track number, you can press Ctrl-A, the list function, to access the [[GT:Find Inventory|Find Inventory]] window.
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[[Image:AllocCust3.gif|500px|Image:AllocCust3.gif|500px]]
 
[[Image:AllocCust3.gif|500px|Image:AllocCust3.gif|500px]]
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After entering the Track number, the focus will be on the "<Allocate>" button.  Press "<Enter>" to reserve this pallet for the selected customer.
  
 
[[Image:AllocCust4.gif|500px|Image:AllocCust4.gif|500px]]
 
[[Image:AllocCust4.gif|500px|Image:AllocCust4.gif|500px]]
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If the transaction is successful, a message will appear.
  
 
[[Image:AllocCust5.gif|500px|Image:AllocCust5.gif|500px]]
 
[[Image:AllocCust5.gif|500px|Image:AllocCust5.gif|500px]]
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==Options menu==
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Pressing the "<Options>" button will cause the Options menu to appear.
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[[Image:AllocCust6.gif|500px|Image:AllocCust6.gif|500px]]
 
[[Image:AllocCust6.gif|500px|Image:AllocCust6.gif|500px]]
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Selecting the '''Show Allocated''' will cause a list of all of the pallets that have been allocated to customers to appear.
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;Note:  This list will not contain pallets allocated to orders, only those allocated to customers.
  
 
[[Image:AllocCust7.gif|500px|Image:AllocCust7.gif|500px]]
 
[[Image:AllocCust7.gif|500px|Image:AllocCust7.gif|500px]]
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Selecting the '''De-allocate''' option will take you to the Deallocate Customer pallet window.
  
 
[[Image:AllocCust8.gif|500px|Image:AllocCust8.gif|500px]]
 
[[Image:AllocCust8.gif|500px|Image:AllocCust8.gif|500px]]
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Enter the '''Track''' number of the pallet you wish to de-allocate.
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;Note:  this window will only allow you to de-allocate pallets that have been allocated to customers.  You can't de-allocate any pallets that have been allocated to Sales or Purchase Orders.
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[[Image:AllocCust9.gif|500px|Image:AllocCust9.gif|500px]]
 
[[Image:AllocCust9.gif|500px|Image:AllocCust9.gif|500px]]
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[[Image:AllocCust10.gif|500px|Image:AllocCust10.gif|500px]]
 
[[Image:AllocCust10.gif|500px|Image:AllocCust10.gif|500px]]
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Pressing "<Okay>" will de-allocate this pallet from the assigned customer.  If the transaction is successful, a message will appear.
  
 
[[Image:AllocCust11.gif|500px|Image:AllocCust11.gif|500px]]
 
[[Image:AllocCust11.gif|500px|Image:AllocCust11.gif|500px]]
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There are no window settings for this window.

Latest revision as of 19:40, 18 October 2006

Image:AllocCust1.gif

This window is used to reserve a pallet for a particular customer.

Select a Customer number from the drop down in the Customer field, or enter the number manually.


Image:AllocCust2.gif

Enter the Track number of the pallet you wish to reserve for this customer. If you do not know the Track number, you can press Ctrl-A, the list function, to access the Find Inventory window.


Image:AllocCust3.gif


After entering the Track number, the focus will be on the "<Allocate>" button. Press "<Enter>" to reserve this pallet for the selected customer.

Image:AllocCust4.gif

If the transaction is successful, a message will appear.

Image:AllocCust5.gif

Options menu

Pressing the "<Options>" button will cause the Options menu to appear.


Image:AllocCust6.gif

Selecting the Show Allocated will cause a list of all of the pallets that have been allocated to customers to appear.

Note
This list will not contain pallets allocated to orders, only those allocated to customers.

Image:AllocCust7.gif


Selecting the De-allocate option will take you to the Deallocate Customer pallet window.

Image:AllocCust8.gif

Enter the Track number of the pallet you wish to de-allocate.

Note
this window will only allow you to de-allocate pallets that have been allocated to customers. You can't de-allocate any pallets that have been allocated to Sales or Purchase Orders.


Image:AllocCust9.gif


Image:AllocCust10.gif

Pressing "<Okay>" will de-allocate this pallet from the assigned customer. If the transaction is successful, a message will appear.

Image:AllocCust11.gif


There are no window settings for this window.