Pallet Management

Pallet Management Overview

The Sapphire Web Pack Market Pallet Management functionality allows the user to record the management of pallets being delivered and received. With any organisation based on a produce market, the voluminous nature of pallets both arriving from growers and being delivered to the clients each day can be quite overwhelming.

Pallet Management has been designed to make it as simple and user-friendly as possible to manage both incoming pallets from the grower community and outgoing pallets to clients. This tool is both usable on the desktop browser as well as any iPad, iPhone or any device that supports HTML5 or greater, as this will streamline a currently very onerous task within your market business.

Web Pack-Market
Web Pack-Market-Pallet Management

Pallet Management Navigation Overview

To check the quantity of pallets owed or owing to Clients or Vendors, users need to select the Pallet Management option of the Web Market list.

  • Mode – The user will then be prompted to select to view either the Vendor or Client list
  • Pallet Management – When the user selects an option they will see a list of clients or vendors (defaults to clients/vendors beginning with A) and the quantity of pallets owing to (negative qty) or owed from (positive qty) clients or vendors. The columns within the list are broken up into the different types of pallets set-up in the system. The list records shown can be changed by clicking on the alphabet options or by selecting “ALL” at the bottom of the screen.
  • Pallet Type – The quantity owing for different types of Pallets can be sorted by clicking on the Pallet Type header.
  • Action – If a user needs to give a pallet/s or receive pallet/s they can click in the required Pallet column of the client/vendor and then the following screen will appear. 
  • Give/Receive Pallet – The user then selects whether they are going to Give or Receive a pallet which will then pop up the pallet type selection screen
  • Location – Users can then select the location that they want to take from or to receive the pallet/s.
  • Quantity – They then enter the quantity of pallets that they are giving or receiving and click on Accept to finalise.

This will then create either a $0 SCI (Sales Invoice) or PVC (Purchase Credit) when the Give Pallet option is selected and a $0 SCC (Sales Credit) or PVI (Purchase Invoice) when the Receive Pallet option is selected and finalised. 

SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for anybody doing data entry within SapphireOne. Any data entry field that the user can type into using a keyboard, they can use this feature.

They can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client and they have just made a phone call to that particular client using the Softphone technology, this will automatically date and time stamp the contact and the phone number you called to. As soon as the call is completed or finished, the user has the ability to use the Speech to Text (Windows) function or Dictation (MacOS) function and dictate into the memo field of the CRM contact, adding as much description as they require.

This functionality applies across every single Data Entry screen. For example, if the user is entering a Vendor Invoice (VI) and they want to add a memo within the Vendor Invoice (VI), the user can simply dictate the memo. Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account when the user is completing data entry using a General Ledger, there’s always a unique memo field for each General Ledger account line, the user can utilise this feature to quickly add the information they need to add. Additionally, if you’ve got an interview with an employee and after the interview process is completed the user is able to make notes about the employee.

Speech to Text or Dictation is an extremely powerful tool and it’s something that we at SapphireOne as well as our clients utilise daily. It is a massive timesaver. 

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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