In order to help expedite the Sales process, Canix offers the functionality to create a Transfer directly from a Sales Order - pre-filling transfer details, saving you time, and helping to move through the process more efficiently.
-
Navigate to Sales > Sales Orders
-
Select a Sales Order that has not yet been assigned a manifest number
-
i.e. A transfer has not yet been created for that sale
-
-
Select the Order ID to open the Sales Order
-
In the lower right, select Create Transfer
-
Canix will pre-fill transfer details such as receiving facility, transporter, etc.
The Transfer will pre-populate with the transfer details from the last transporter used for that customer. If you have never transported to that customer before, our system will pre-fill with the transporter last used on your most recent Transfer.Michigan Customers, you now have the option to manually enter the Gross Weight for packages when Creating Outgoing Transfers. -
Confirm that all fields are populated and the transfer looks correct
-
Click Create.
Things to note
When creating the Transfer, the package price will not be pre-populated from the Sales Order. You can enable this feature from the Admin menu.
To turn this feature on,
-
Navigate to Admin > Settings
-
Under Transfers - Save Transfer Prices from Sales Orders, click Enable.
Going forward all Transfers created from Sales Orders will pre-populate the transfer details as well as the package price.
