SALES ORDER
When do I put tracking on the SO?
The same day it ships or first thing the next morning
My customer will called a non-inventory item from our warehouse. (See example 1) How do I make sure it is ready to be invoiced?
Untag it and make clear notes that it is non-inventory. (Use the words non-inventory in the note)
The length of time, after product has gone to the customer, that we can hold invoicing while waiting for customer PO.
2 days or end of month
The process for when an established customer sends a PO for a location that isn't already in Sage
Send the customer PO to credit@dykman.com and ask for a new location to be set up. Do not use the wrong location or a different offices customer account.
The days that are included in end of month
3 last business days and the first 2 business days of the following month
What do I do when there are more than 1 tracking number per line on SO?
How do I know accounting has the vendor invoice?
There will be a comment with the vendor invoice number (see example 3)
The length of time we can wait to invoice the customer, from when the product went to the customer, if the customer is returning the product.
1 week or end of month (EXAMPLE 7)
What do you do when a customer sends a PO for a new location that is not in Sage?
Send the PO to credit@dykman.com and ask for the account to be updated. Never change the bill to address.
What can you do when creating the SO to make sure the sales tax is accurate to where it is shipping?
Pick the hard coded ship to address. If that address isn't added and it should be, email to accounting@dykman.com.
How do I handle the tracking on an order than the whole line didn't ship?
Tracking needs to include the quantity that did go to the customer. EX QTY 7 OLD DOM 7726459357 (SEE EX 5)
How do I pull a report of SOs with tracking?
In Sage...Sales order module-custom reports-open orders with tracking by division
Write out the full name of your division in capitals (ex TRI-CITIES) (See ex 4)
The one thing that everything has to have that leaves our warehouse needs
Documentation. Everything that leaves our warehouse needs a SO, RA, WT, PO, etc.
Meaning of "CREDIT CARD" terms
Same as cash/check. Payment needs to be received before it goes to the customer.
How many invoices were created in March 2023?
2900
Loria
We were charged more for freight than expected and I want to pass it on to the customer. I created an SO (example 2). How do I make sure it is ready to be invoiced?
Shipping terms are ppd/add, but there isn't freight on page 4. Move the freight to the freight amount box on page 4.
When should money be collected upfront?
Money should be collected on all cash/check, credit card(with a few exceptions), COD customers before the product ships/delivers/will called
I have a check from a customer. What do I do with it?
Send a copy of the check either in the packet or email to accounting@dykman.com. Then you will need to keep the hard copy at your office for a month.
As of 4/13/23 3:30 pm
The number of open standard SOs with tracking dated 12/1/22 to 3/31/23 that are only missing 1 thing to be ready to be invoiced
21