Windward Software Wiki

SALES CLERK AND THE INVOICING PROCESS

This video will describe how the sales clerk will perform adding of the freight lines to the invoice. This video only shows entry of the special ordered freight lines, not any other lines that may or may not need to be ordered

• Adding the freight to the invoice
• Special ordering when stock is available
• Descriptions for the special order
• $0 costing of freight
• Decisions to make on quoting for freight

• Adding the freight to the invoice
  1. We use only normal freight parts on this invoice. Freight air, and freight ground in this case.
  2. A stock warning message happens when stock is not available to sell. We need to special order this line. There is another video to reference scenarios where the stock warning message does not come up. Click here to learn more.

• Descriptions for the special order
  1. We will need the cost for later on in the process. This is related to having our freight costs as $0 for our freight air and freight ground parts

• $0 costing of freight
  1. We place estimated costs and retail on the freight lines
  2. Our sales clerk does not use the unknown freight line when creating invoices with freight
  3. Use the % Disc button to change this information (This could be considered optional, and would only slightly affect the later processes.

• Decision to make on quoting for freight
  1. In this video we do not discuss the idea of quoting the customer for the freight. We don't actually give a freight value until later in the process.
  2. It is possible to quote for and stick with the quoted price. The only real change in the process is that you would not change the price of the freight line after it has been quoted.
  3. Suggestion: if you need to provide a range of prices that may be used I suggest you set the price of the freight line to the top of that range. Ex: $25 to $50 is the range of prices you think the freight will end up costing. You will wan to put the price at $50 and then look better when you reduce it to the actual freight value you end up charging the customer. It looks better to give a discount then up the price.

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Created by Clifford MacKay at 2/11/2011 4:40:49 PM