Estimate carton quantities and freight costs per unit

If you purchase stock from overseas you have freight costs to consider, as well as considering whether your order is enough to make a full container shipment rather than an LCL shipment. Verifying an order lets you check how many cartons are required for your purchase order quantity, while verifying an invoice estimates how your freight costs are applied per unit of your order.

Prerequisites

• You should have created products and set carton dimensions.

• You should be familiar with processing a purchase.

• Permissions:

  • You will need the Inventory: Products & Families permission in order to define import dimensions.

  • You will need the Purchase Task – Order view permission in order to verify number of cartons in a purchase order.

  • You will need the Purchase Task – Invoice & Credit Note view permission in order to verify freight costs per line and per unit.

Verify the number of cartons in a purchase order

Verifying an order shows how many cartons are required for the purchase order quantity, which is useful if you plan to buy full container shipments. It also compares purchase order quantities with your currently available and on order quantities.

1. When at the Order stage of a purchase order, click Verify order. This is the same for simple or advanced purchases.
       

2. Review the items and take note of any quantities that you may want to change.

   • Inner/outer carton quantity is a read-only field and shows the pack sizes.

   • Number of outer cartons is a read-only field which displays how many outer cartons are required for the order quantity. It will be rounded up to the nearest whole number.

   • Line volume is a read-only field which displays the volume (in cubic meters or cubic feet depending on your chosen units of measure) of the total number of outer cartons.

     • If the order contains items with multiple units of measure, Cin7 Core will first use the default unit from your products and measurements settings, or second the units of the first order line.
       

3. Click Back to order to go back to the purchase order. You can then change the quantities of items or remove items from your PO. Alternatively, click Authorize to authorize the purchase order and continue.

Verify freight costs per line and per unit

Verifying an invoice allows you to estimate freight cost per order line and per unit before authorizing the purchase invoice.

1. When at the Invoice stage of a purchase order, click Verify invoice to open the verify screen. This is the same for simple or advanced purchases.

2. Enter your Domestic freight cost and International freight cost.

Click Verify an Invoice to open the verify screen. This is the same for simple or advanced purchases.

This verification is for informational purposes early and does not make any changes to accounting transactions or create manual journals for the purchase order. It can be used to verify inner carton quantities, outer carton quantities, line volume, line freight, and unit freight costs.

Currency exchange rates are calculated automatically but can be overridden manually.

Adding pack quantities and carton volume to purchase documents

Pack quantities and carton volume for each purchase order line and purchase order total are not automatically displayed on purchase document templates however they can be added to custom purchase order templates. Please see Manage document and email templates and Purchase Process MailMerge Fields for Cin7 Core Templates for more information about customising purchase order document templates.

Cin7 Core has a dedicated template support team on hand to answer any questions about custom document templates, do not hesitate to get in touch with questions.

Note: If the units of measurement for line volume are not the same across all order lines, then the base measure will be taken first from the Settings → General Settings → Products and measurement settings - Dimension units, or if this field is empty, the volume dimensions of the product will be taken from the dimensions of the first order line.

The following mailmerge fields can be added to the purchase order template:

• Publish to everyone.4.log-2010416261.zip30 KB