Daily Procedure Example

The following procedure assumes the use of multiple Distribution System modules.  If you are not using all of them, work with your consultant to determine the proper procedure.

1. Enter Quote
2. Use Freight to get a Shipping Quotes
3. Authorize Credit Card
4. Print Quote
5. Convert Quote to Order or Enter new Order
6. Use Freight to get updated Shipping Quotes
7. Print Order Acknowledgement in Distribution System
8. Print Pick Ticket
9. Print Packing Slip and Proforma Invoice
10. Ship with Shipping Computer (UPS/FedEx)
11. Interface Shipping Transactions
12. Verify Selected Orders
13. Batch Capture Credit Cards
14. Print Invoices
15. Post Invoices
16. Post Taxes