Day-2-Day Best Practices

Transcription

1 Day-2-Day Best Practices

2 Best Practices Are you doing everything you can? Cross Training Checks and Balances Inquiry and Reporting Daily, Weekly and Monthly Day-2-Day Best Practices

3 Cross Training Ask yourself these questions: Can someone else do your job? Can you take a vacation? Are there bottlenecks? Areas to look at: Sales Purchasing Warehouse Accounting Day-2-Day Best Practices

4 Checks and Balances Ask yourself these questions: What are your checks and balances? Does the front know what the back is doing? Does everybody know what the big picture is? Areas to look at: Sales Purchasing Warehouse Accounting Day-2-Day Best Practices

5 Checks and Balances WAPOST Warehouse Posting Posts to Inventory for: Receipts Transfers Work Orders Allocates Inventory to: Sales Orders Work Orders Transfers Prints for: Put away of stock reports Open Order pick tickets Day-2-Day Best Practices

6 Checks and Balances OEPS Print Pick Tickets Manage Pick Tickets before they print Fill Rate Ship VIA Wanted Date Modify Shipment Print Pick Tickets Wave Printing Day-2-Day Best Practices

7 Checks and Balances OEPT3 Order Packing Terminal Manage Order before it ships Modify Shipment Print Labels Print Packing Slip Day-2-Day Best Practices

8 Checks and Balances OEAB Automatic Order Billing Manage Invoices based on what has shipped before printing invoice Tracking Number Pack Slip printed Signature Captured Modify Shipment Verify Pricing Day-2-Day Best Practices

9 Inquiry and Reporting Ask yourself these questions: Sales What did we do? When is that due? How do I find that? OEINQ Sales Order Lookup and Inquiry SA Sales Analysis OERPT Sales Order SPM Sales per month Purchasing POINQ Purchase Order Lookup and Inquiry PORPT Purchase Order POSB Purchase Order Suggested Buy VEOD Vendor Overdue PODS Dropship purchases that were not linked POSTR Vendor Statistics Warehouse WAINQ Inventory Inquiry OESTR Shipping Statistics OESNT Shipments without tracking numbers WADS Dead Stock WAPJ Item Projection Accounting CUI Customer A/R Inquiry APVI Vendor A/P Inquiry OESNB Shipments not billed GLCA Cash Analysis VEVI Vendor Billing Variance Management GLDI G/L Detail Inquiry MSR Management OEBAN Booking WADJAR Warehouse Adjustments Day-2-Day Best Practices

10 Inquiry and Reporting Sales OEINQ Sales Order Lookup and Inquiry Day-2-Day Best Practices

11 Inquiry and Reporting Purchasing POINQ Purchase Order Lookup and Inquiry Day-2-Day Best Practices

12 Inquiry and Reporting Warehouse WAINQ Inventory Inquiry Day-2-Day Best Practices

13 Inquiry and Reporting Accounting CUI Customer A/R Inquiry Day-2-Day Best Practices

14 Inquiry and Reporting Accounting APVI Vendor A/P Inquiry Day-2-Day Best Practices

15 Inquiry and Reporting Sales SA Sales Analysis Day-2-Day Best Practices

16 Inquiry and Reporting Purchasing PORPT Purchase Order Report Day-2-Day Best Practices

17 Inquiry and Reporting Management MSR Management Report Day-2-Day Best Practices

18 Inquiry and Reporting Management OEBN Booking Report Day-2-Day Best Practices

19 Daily, Weekly and Monthly Ask yourself these questions: What should we be doing? Refer to Daily, Monthly & Yearly Instructions! Based on Company Need! How can these be done? Manually! Batching! What do they effect? Everything! Day-2-Day Best Practices

20 Remember to simplify your day by using these features! Day-2-Day Best Practices