FOB Points

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General

FOB Points (or Freight on Board Shipping Points) are the locations at which the buyer takes responsibility for the goods being shipped. Responsibility may be passed either from the sender's location, or at the point of destination. In LOCATE, FOB points are currently for reference only and are not enforced in the system.

List View

Filters
FOB points may be sorted on Name, Description, and Destination by clicking the filter heading. You may filter for FOB points that match specific criteria by typing a value in the text field or selecting an option from the drop-down list. Clicking the Clear Filters button will clear your search. Any filters that are applied in list view will carry over to the List Navigator on the profile page.
Quick Action
  • Delete FOB Point - Remove the FOB point record from the list view and archive the record in LOCATE. This action cannot be undone from the list view.

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FOB Point Profile Page

The FOB point name will be the title of the main sub-tab. Here, you may view the name, description, and destination of the FOB point. To edit this information, simply click Edit Details.

Name and Description
  • The name and description will be displayed here and may be edited.
Destination
  • Whether or not the FOB point is a destination type will be shown here.
  • This may not be edited once the FOB point has been created.

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Module Navigation Bar

Details
  • View and edit all of the information for the FOB point.
Actions
  • Delete FOB Point - Remove the FOB point record from the list view and archive the record in LOCATE. This action cannot be undone from the list view.

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Create FOB Point

  1. Click New FOB Point in the upper left corner.
  2. Fields
    • Name - Enter the name of the FOB point.
    • Description - Enter the description of the FOB point (optional).
    • Destination - Select whether or not this FOB point goes into effect at the point of destination.
  3. Click Save.
    • If you are adding multiple FOB points, click Save And New to save the current FOB point record and be redirected to a new create screen.

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Add FOB Point to Order

  1. In the Sales Orders module, navigate to the detail view of the sales order to which you would like to add an FOB point.
    • The order must be in an unissued status to edit the details.
  2. Click onto the Details sub-tab.
  3. Click Edit Details.
  4. In the FOB Point field, select the FOB point you would like to add to the order.
  5. Click Save.

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Delete FOB Point

FOB points may be deleted from the list view under the Quick Action Menu, or:

  1. Navigate to the FOB point you would like to delete.
  2. Click Actions, and select Delete FOB point.
  3. When prompted, click Yes.

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