Once you have packaged wine into bottles, cases, kegs, etc., you will use the Dispatch operation from Inventory > Dispatch to enter details for stock items leaving the winery/warehouse. You will also find Dispatch as an option by clicking the Operations button at the bottom of any Stock Item Overview.
Dispatching packaged goods is very similar to dispatching bulk wine.
Begin by finding the bottled goods to be dispatched.
At the minimum, you need to enter:
- The party to which you are shipping (add to your address book if the Search doesn’t find the listing for your ship to).
- Dispatch type
- The stock items (you may dispatch more than one packaged product on the same Bill of Lading; just click Add Line).
- Quantity being dispatched
- Route from – the area from which the stock is being removed.
The information on the second tab is optional.
Saving the dispatch portion opens the Bill of lading declaration. You will notice it is almost identical to the bulk wine Bill of lading declaration, there is one area different – linked wine. Use the Please select button to locate the correct wine associated with the packaged goods.
Once you have dispatched packaged goods, you may need to find it later.
Go to Search> Dispatch search.
Use the Search Criteria to filter search; if you want to find only packaged goods, click the Packaged only radio button.
Unless you specifically change the date range, the search defaults to the current calendar month.
When you click on any of the dispatches, the What would you like to do? dialog box opens.This will allow you to view details of the dispatch, stock item or reprint a Bill of Lading.
Find the dispatch (using the instructions above) and select Reverse dispatch from the What would you like to do? dialog box.
Notice the Reverse? tick/check box. Leave it checked to process the dispatch reversal; fill in the reason for the reversal and click Save.
To un-reverse your reversed dispatch open up the History tab for the stock item in the Stock Item Overview. You will need to check the Show Reversed box to view your previously reversed dispatch. Click the drop down arrow button and select Un-Reverse.
Once you have dispatched packaged stock, you may discover that an error was made. Most, if not all, errors may be corrected (including the BOL).
First find your dispatch: Search> Dispatch Search.
Locate your dispatch and select it.
From the dialog box, select View/edit stock.
Go to the History tab and click the View button on the right.
Click the Correct button.
Correct the dispatch details. In our example, we chose the wrong warehouse and the wrong number of cases.
Before saving, enter the reason for the correction.
The BOL declaration screen will open; if you need to print a new one, you may do so from here.
When you return to the History tab and click the Show reversed check box, you will see 90-case dispatch as having been reversed and replaced with the new dispatch for 85 cases.