the user has the option of creating a Shipper form from scratch, or load a completed Sales Order, which is converted into a Shipper. The original Sales Order remains intact, but is no longer available for modification. A Shipper can also be loaded from a Shipper template that has been previously saved.
The Selection window defaults to forms for All Profit Centers; however, you can use the drop-down list at the top of the Selection window to create a form for a single Profit Center. Only those Profit Centers that were assigned as Commissary Profit Centers will appear on the drop-down list.
Outstanding Sales Orders that appear in the left pane of the Selection window are sorted by their Estimated Shipping Date.
The Header tab of a Shipper contains a system-assigned Order Number (which cannot be changed). The Customer, the Order Date and Time are also fixed entries. The Header also contains a Contact Information area, an External Document Number (to allow coordination with an external Accounts Receivables application) and a Comment.
The New , Pause , Complete and Print buttons are found on both tabs.
The Details tab allows the entry of items. See the links below for instructions on how to perform various tasks on the Details tab.
Note that Commissary forms only accept products; items that are not defined as "Sold" on the Item Editor’s General tab cannot populate the form.
Currency Rounding Note: Dollar values will display as four decimal places in the Price & Cost fields on Sales Order and Shipper data entry forms as well as when displayed on a printed Sales Order and Shipper forms and on the Shipper Recap report. FOOD-TRAK will round to two decimal places in the Extension column of Sales Order and Shipper forms as well as on reports in the total/subtotal fields.
Other helpful information about this form:
Edit item information
Insert a new item into a list
Add an item at the top of a list
Add an item at the bottom of the list
Remove an item from a list
Back and Next Buttons
Changing Line-Item Markups
Recalculate Prices
Re-Sorting the List
When you have finished with your form, click Complete. Before it closes the form, FOOD-TRAK displays the Summary page. This page identifies Critical Issues, Warnings as well as summary information about the form.
FOOD-TRAK employs a recipe costing 'on-the-fly' recalculation approach. In an effort to increase the speed and performance of the system, this means the Perpetual Inventory Engine does NOT update the cost of every recipe in the database each time it is executed manually or on a scheduled basis. FOOD-TRAK will display the current cost of a recipe in appropriate situations. There are a number of transactions and user activities which trigger the immediate cost recalculation of a recipe including:
Sales Entry Form completed. The cost of any recipe included on a sales mix form is recalculated at the time the Sales Entry Form is completed representing the recipe cost at the time of the sale.
Commissary Shipper form completed. The cost of any recipe included on a Shipper form is recalculated when the form is completed representing the product's cost at the time of sale.
Recipe List report is executed with the 'Include Ingredient Cost' option selected. Only those recipes included to display on the report will have their costs recalculated and displayed on the report.
User opens a recipe in Item Editor or opens the Recipe Designer screen. The recipe will have its cost recalculated immediately so the current cost is displayed on these screens.
A note of clarification related to viewing recipe costs on the Item Selection screen: When a user accesses Database, Elements, Items or Recipes and then selects a view which includes cost (e.g. Recipes Only: Name and Cost) not all of the recipes displayed on the screen will have their costs recalculated to current. Rather the recipes will display with the last calculated cost triggered by one of the events in the list above and the date and time stamp of that recalculation.
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Click Complete again once all issues are resolved.