Dispatching, Correcting, and Reversing Packaged Goods

Dispatching Packaged Goods

After you’ve packaged wine into bottles, cases, and kegs, you can use the Dispatch operation to enter details for stock items leaving the winery.

After finding the goods that you want to dispatch, access the Dispatch operation.

To dispatch packaged goods:

1. Access the Dispatch operation by doing either of the following:

• From the Vessels or Job Management page, click the  Operations icon, then click Dispatch.
• From the Stock Item Overview window’s Operations menu, select Dispatch.

2. From the Action Dispatch window, enter the following details in the General tab:

• To — Click the  to search for the party you’re shipping the goods to. You can add the party to your address book by clicking the  beside the To field.
• Dispatch Type — Select the dispatch type.
• Stock Items — Search for the stock item to dispatch. Click Add Line to add additional items for dispatch.
• Quantity — The amount of the item to dispatch.
• Route From — Click the  to select the area where stock is being removed.

3. Click Save. The Bill of Lading Declaration window displays.
4. In the Bill of Lading Items section, click Please Select to select the wine to associate with the packaged goods.

5. Click OK.

Searching for Dispatched Packaged Goods

To find dispatched packaged goods:

1. Click  More Options in the sidebar.
2. From the Tools tile, click Dispatch Search.
3. Specify the date range. By default, the date range defaults to the current month.
4. Select the Packaged Only option. 

5. Click Search.

You can click on any of the dispatches to view its details, stock items, reprint the Bill of Lading, or reverse the dispatch.

Reversing a Packaged Good Dispatch

To reverse a packaged good dispatch:

1. Search for the dispatch.
2. Click the dispatch you want to reverse.
3. Click Reverse Dispatch.

4. In the Admin Reverse Inventory Action window, enter a reason for the reversal. Be sure to leave the Reverse checkbox selected.

5. Click Save.

Un-Reversing a Dispatch

If you accidentally reverse the wrong dispatch:

1. Search your inventory.
2. Click the item.
3. Select the History tab.
4. Select the Show Reversed checkbox.
5. Click the down arrow beside View.
6. Select Un-Reverse.

7. In the Admin Reverse Inventory Action window, enter a reason.

8. Click Save.

Correcting Packaged Good Dispatches

If you discover that an error was made after you’ve dispatched packaged stock, you can correct the error. Most errors can be corrected, including BOL.

1. Search for the dispatch.
2. Click the item.
3. Select the History tab.
4. Click View/Edit Stock.
5. From the Stock Item Overview window, select the History tab.
6. Click View.
7. Click Correct.

8. Correct the dispatch details.
9. Enter a reason for the correction.
10. Click Save. The Bill of Lading Declaration window displays.

When you view the History tab for the item with the Show Reversed checkbox selected, you’ll see the corrected dispatch.