Windward Software Wiki

SETUP AND SUMMARY

This article discusses the setup of the categories and items as well as the parts of the software that will be touched on during the video series.

• Category setup
• Inventory part setup
• Work order invoices
• Purchase orders
• Billing

• Category Setup
  1. Type “normal” category called freight for freight that we want to control through special orders
  2. Type “non Inventory” category called unknown freight

• Inventory Part Setup
  1. One freight part for each breakdown you need to track. This example uses a simple breakdown for air freight and for ground freight
  2. One or more freight unknown parts for tacking only. This is a temporary part only used for a short time and then removed.

• Work order invoices
  1. This is where the order is first created with freight on it. These items that are not normally available for sale are to be special ordered.
  2. We use special orders to tie the freight on this invoice to the purchase order that records the tracking number etc.
  3. There are multiple employees that may have to work with our invoices. The receiver must provide information to us through the changes they make to the invoice our clerk made.

• Purchase orders
  1. We receive the special orders here
  2. PO's are a key place in which we control and track the costs
  3. Special orders link our PO to our Work Order invoice to allow us a high level of control and tracking for the costs of freight
  4. We use $0 value costs at some points to provide information for our other employees. $0 cost on freight means that we did not have the final cost when receiving

• Billing
  1. Our purchase order and bill are linked together when we do the billing process. This helps tie our bill all the way back to the line on our work order invoice which is important because the AP clerk has to fix the costs on the completed invoice.

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Created by Clifford MacKay at 2/11/2011 4:15:37 PM