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Create a Stock Swap (via Order)
Create a Stock Swap (via Order)
Updated over 7 months ago

πŸ’‘ Note: only relevant to buyers transferring grain at non-AgriDigital sites

Creating a Stock Swap is done by creating a new order in the Transaction module.
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​AgriDigital will allow a Stock Swap Order if:

  1. The relevant bulk handler is the owner of both inventory sites

  2. The bulk handler does not subscribe to AgriDigital

First, navigate to "Orders" within the Transaction Module. Click "New Order" and enter in your data.

stock_swap_pt_1.gif


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If the above requirements are met, a prompt will appear in the Execution Section of the Order form that asks if the order is a Stock Swap. Confirm the prompt and a box will appear where a user will input the agreed upon Swap Differential.
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stock_swap_button.gif


Select "Create Order" and you will be directed to the order detail form that will include a Stock Swap section detailing the differential and related comments.

To complete the Stock Swap, you must now create a delivery under this order.

stock_swap_pt_2.gif


Select "Create Delivery" from the menu on the top right-hand corner of the screen and enter in your data before clicking "Create Delivery" at the bottom of the screen.

Now when you check your inventory you will see the swap has been successful.

stock_swap_pt3.gif
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