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Dispatch & stock

Dispatch against a sales order, with weighbridge and profit

The order's rate fills in, the truck weight is checked, and you see the profit of every dispatch and of the month.

4 min readOpen this screen in Trakto

Not sure the load is right, or that the order made money?

Dispatch from the sales order: the line and its rate fill in, the weighbridge reading is checked, freight is counted, and the profit shows before you save.

1Dispatch from the order

Two ways to start a dispatch:

Recommended

From the sales order

Sell → Sales Orders → Dispatch on the order. The form opens with the customer, the order and every open line at the order's rate.

New dispatch

Sell → Dispatch → New Dispatch. Pick the customer (it offers their open orders) or add items yourself.

WhereSell → Sales Orders → Dispatch on the order

The order, then Dispatch, then Order linked, then Every open line
  1. 1The orderSell → Sales Orders: SO-Kochi-1, 482 of 700 ready to ship.
  2. 2DispatchOn the order's row. Opens a dispatch already filled from this order.
  3. 3Order linkedSO-Kochi-1 · 700 pending.
  4. 4Every open lineEach line with its qty ready and the order's rate. Change qty to what's on the truck; delete a line not going today.
Fulfilling Sales Order, then SO line, then Qty, then Rate from the order
  1. 1Fulfilling Sales OrderLinks the dispatch to SO-Kochi-1: it advances that order's dispatched qty and draws its reserved stock.
  2. 2SO line500 ordered, 500 still pending on this line.
  3. 3QtyStarts at what is ready; change it to what is on this truck.
  4. 4Rate from the order₹6,000, the sales order's rate. Not typed again.

WhereSell → Dispatch → New Dispatch

Sell, then Dispatch, then New Dispatch
  1. 1SellIn the left menu.
  2. 2DispatchEvery dispatch with its value.
  3. 3New DispatchPick the customer and sales order, then the weighbridge and freight.
Type the product, then Refine, then Stock in hand
  1. 1Type the productNew Dispatch → click the Item cell. Type “Gym Mat”.
  2. 2RefineNarrow by Edge, Weight, Thickness or Top Pattern.
  3. 3Stock in handOnly variants with stock are listed, each with its quantity on hand (471 pcs, 13 pcs …).
  1. Change each qty to what is on this truck.
  2. Type Actual Truck Weight from the weighbridge slip.
  3. Freight: paid by us or not.
  4. Dispatch & Deduct Stock. Print the challan.

100 mats × 32 kg = 3,200 kg expected · slip 3,240 kg = +1.25%, within ±2.5%

2Profit before you save

Value of goods, then Cost of material, then Overheads, then Freight, then Estimated profit
  1. 1Value of goodsQty × the order's rate.
  2. 2Cost of materialFIFO cost of the mats leaving, from the logs that made them.
  3. 3OverheadsAbsorbed into those mats when they were made.
  4. 4FreightPaid by us adds to cost.
  5. 5Estimated profitBefore you click Dispatch & Deduct Stock.

3Profit per dispatch, and this month

WhereSell → Dispatch

Profit this month, then Click the total, then Cost & profit
  1. 1Profit this monthAll dispatches this month: selling price minus material, overheads and freight. This week's beside it.
  2. 2Click the totalOwners only: opens the dispatch's cost and profit.
  3. 3Cost & profitSelling price, material cost, overheads, total cost, margin per piece and profit.

The order's line then shows the dispatched qty, and its bar moves on to what is still owed. See reading a sales order.

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