Page 15 - Red Book Rev 7.2_Neat
P. 15
• Any orders that come through to the inbox after 5PM are not to be printed out, these will be processed the following
morning. Shop admin, end of day checklists and any orders that were received prior to 5PM are to be completed before
leaving.
Procedure for Stock Orders – CK items.
- Order received.
- Account details updated / added to the system.
- Security checked.
- Stock levels checked.
- Call the customer to advise of expected delivery date.
- Deferred payment released if the customer is happy with the expected delivery time.
- Sales Order processing.
- New order full.
- Type in the account reference / postcode. Check it is the correct account.
- Order details screen; add the item code/s. Check the unit has the correct in & out prices.
- Enter the correct quantity (allocation will be highlighted yellow if none in stock).
- Make sure the item has allocated to the order and that the product code has the correct warehouse & fulfilment line
set.
- Select the required delivery code; DPD under 30KG, CKFLEET / TNT / CANNONS over 30kg
- Delivery & invoicing screen; change the salesperson name, the carrier code & payment method.
- Save & generate; Customer order number should be the payment method. I.E SagePay / Sage200 / BACS.
- Print the order acknowledgement – one copy to be spindled to the customer (with expected delivery dates) & one copy
to be printed & attached to the INT order – Remember to print out another copy and the Picking List if the product is
going in CK Van
- If the delivery is via courier Warehouse will receive a picking list; they will input a consignment number, despatch the
order & email the invoice to the customer.
- Order complete.
Procedure for Supplier Orders.
- Order received.
- Account details updated / added to the system.
- Security checked.
- Stock levels checked.
- Call the customer to advise of expected delivery date.
- Deferred payment released if the customer is happy with the expected delivery time.
- Sales order processing.
- New order full.
15 | P a ge
th
Red Book Revision 7 12 November 2019
