7.3.1 - Creating Sale Lots in Clearing Sales -  Quick Create

Key Steps

Step 1: Access the Sale Lots Tab 0:00

• Open the Clearing Sales application.

• Navigate to the 'Sale Lots' tab.

Step 2: Initiate Quick Create 0:13

• Locate the right-hand column.

• Click on the 'Quick Create' button.

Step 3: Select Vendor 0:21

• Choose the vendor from the dropdown menu (e.g., 'Lazy Acres').

• Note that the system will automatically assign a lot number.

Step 4: Enter Lot Details 0:29

• Input the item details (e.g., 'nails').

• If applicable, enter bid number, buyer, or price from sheets.

Step 5: Set GST Status 0:36

• If the item is GST exempt, tick the GST exempt box.

Step 6: Create the Lot 0:55

• Click the 'Create' button to finalize the lot entry.

Step 7: Add Additional Lots 1:06

• Repeat steps 3 to 6 for additional items (e.g., 'ladder', 'hay rake', 'cable').

Step 8: Switch Vendors 1:20

• If needed, switch to another vendor by selecting from the dropdown.

Step 9: Create Lots for New Vendor 1:30

• Enter details for the new vendor's items (e.g., 'grinder', 'bucket').

• Click 'Create' for each item.

Step 10: Review Created Lots 1:52

• Check the list of created lots to ensure all entries are correct.

Cautionary Notes

• Ensure that the correct vendor is selected before creating lots to avoid errors.

• Double-check item details for accuracy before finalizing the lot creation.

Tips for Efficiency

• Use keyboard shortcuts to navigate quickly between fields (e.g., tabbing).

• Prepare a list of items and their details beforehand to streamline the entry process.

Link to Loom

https://loom.com/share/083ff4b1e83e4390a5163635b0b1abae