Coreflex Operational Procedures for
ABC Distribution Warehouse

Operational Procedures:

  1. Receiving
    1. The Item Receiving Screen will be used for receiving inventory.  Enter or Search for the productid then tab to the Qty field and enter the Qty to receive and hit Enter.  The material will be received into location GEN-A-01.
  1. Shipping
    1. Enter the order information using the Order Entry Edit screen.
      1. If the Account provides a release or order # for the order, enter it in the Pick Ticket Field.
      2. Any reference # for then End Customer receiving the material goes into the Customer PO Field.
      3. Click Save after entering information in the Order Header.
      4. Products are added to the order by clicking Select Products and using the Search Products screen.
    1. Allocate inventory to the order using the Single Order Allocation screen.
      1. Picksheets are printed from this screen.
    1. Confirm the order on the Confirm Orders screen.

 

    1. Pack the order using the Pack Orders screen.
      1. A Packing slip may be printed from this screen.
    1. Add the order to a BOL using the Create Order BOL Screen.
      1. Click New to create a new BOL
      2. Highlight the order and click Add Order
      3. Click the Edit… Button to display the Edit BOL header screen.  Use this screen to confirm the addresses, set the ship date, and print the BOL.  Click Close to close this dialog.
      4. Click the Ship button to ship the BOL.

 

    1. Use the Create Backorders Screen to create backorders for all shipped orders.  This can be done once for all orders at the end of the day.
  1. Billing
    1. A single Bill is run at the end of the month for all receiving and shipping activity that month as well as storage for the inventory on hand at that time.

 

    1. Use the Create Bill Screen to generate the monthly bill.
      1. Select Bill Type 2 – Monthly Storage
      2. Enter Comment (ie Monthly Storage and Handling Charges)
      3. Select the Date Range as the month being bill for (ie 3/1/2011 – 3/31/2011)
      4. Check:
        1. Include Inventory Charges from Onhand
        2. Include Receiving Charges
        3. Include Shipping Charges
        4. Include Fulfillment Charges
      5. Highlight the c Account in the list on the right
      6. Click Generate Bill.
      7. Review the Preliminary Bill using the View Bill button or print it using the print button.
      8. If the Preliminary Bill is correct, check Final Billing, highlight the Account in the right list, and click Generate Bill.
      9. The final Bill may be reviewed and printed by selecting Final as the Type in the Bottom list.
    1. Export the final bills to QuickBooks using the Export QuickBooks screen.
      1. Run QuickBooks on the same PC that Coreflex is running on.
      2. Open the desired company file in QuickBooks.
      3. Uncheck Filter by Date.
      4. Highlight Create Invoices.
      5. Click Connect to QuickBooks.