Daily Procedures (or as needed)
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1.
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Print Daily Shipping Report
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2.
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Run Commit Backordered Quantities Program or run whenever new inventory is received into the system.
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3.
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Enter/print quotes
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4.
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Enter/print blanket sales orders
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5.
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Print/update BSO Release Register
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6.
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Enter/print work orders (picking tickets, packing lists)
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7.
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Confirm orders
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8.
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Enter/print invoices, credit memos
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9.
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Enter/print counter sales
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10.
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Enter shipping information through Freight Entry/Print necessary shipping labels/ Print/ Manifest update after packages have been shipped.
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11.
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Run Route Release Program
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12.
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Maintain contract prices
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13.
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Run Post Recurring Documents Program
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14.
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Print/update Daily Sales Register.
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Weekly Procedures (or as needed)
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1.
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Print Unbilled Freight Report
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2.
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Print Order Status Report
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Period Procedures (or as needed)
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1.
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*Post Recurring Documents through last day of period (if applicable)
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2.
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*Print/update last Daily Sales Register
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3.
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Print/update Period Sales Register
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4.
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*Run End-of-Period Update
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Yearly Procedures
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1.
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*Run the End-of-Period Update (already covered in period procedures - do NOT run twice.)
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