Create an anchor
This is normally done by the facility operator — creating a shared anchor is how a physical product gets an identity that more than one organisation can recognise.
Link a variant to an anchor
Each brand tenant links its own variants — this is how your stock joins a shared anchor so it can be counted alongside another organisation's stock at a shared location, or traded with a counterpart. There are two separate screens that do this, with different controls, so use the one that matches where you're working.
Respond to an anchor request
This is for whichever organisation curates the shared site both organisations belong to — usually the facility operator, and normally a neutral third party rather than either side of the trade. When two organisations trading at your site each onboard a product that turns out to share a barcode, Yessort raises a request asking you, as curator, to confirm the two products are the same and create a shared anchor linking both variants. Your own organisation doesn't need a matching product of its own — curating is a distinct role from trading.
Publish supply to a counterpart
This is for the organisation publishing its own stock — you'll need a variant already linked to a shared anchor before there's anything to publish here.
Count a commingled bin
This is for the facility operator at a shared site. Counting a location that holds several organisations' stock of the same shared anchor is a job only the operator can do, and it works differently from an ordinary count because the variance you find has to be shared out across organisations that each keep their own books.
Settle with a trading partner
This is for either organisation in a trading pair. Settling posts real documents to both organisations' accounting systems, so it's worth reading intercompany settlement before you do it for the first time.
Run an operator settlement
This is for the facility operator. A settlement period is your own record of what the rounding on commingled counts cost each brand tenant over a stretch of time — see operator settlement periods for what it is and what it deliberately isn't.