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
- We use only normal freight parts on this invoice. Freight air, and freight ground in this case.
here to learn more.- 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
- We place estimated costs and retail on the freight lines
- Our sales clerk does not use the unknown freight line when creating invoices with freight
- Use the % Disc button to change this information (This could be considered optional, and would only slightly affect the later processes.
- 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.
- 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.
- 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.
Video source: videos:03-salesclerkinvoicing1102111640.flv
Created by Clifford MacKay at 2/11/2011 4:40:49 PM