Dynamics Community Forum Thread Details

Workflow

Currently we do not use SOP, we go directly to the invoice entry window. We also do not use UoM Scheduling, there is a separate item number for each different UoM for each item. After entry, invoices are printed to a dot matrix printer, and passed along to our warehouse, we do not use packing/picking tickets, so we have to hand write our picking tickets, which are the items that break cases, we sell produce, so EA, or LB. If an item is out of stock, it requires pulling back up the invoice, and re-printing, which is fairly expensive, as it happens often. We also do not use returns, we just apply credits on future invoices, using the trade discount line. Which can cause issues if an invoice has been posted, and a customer would like an adjustment. We also do not use the purchasing side, or inventory. Most of our orders are taken via phone, about 95%, and manually entered, as we do not have a website.

I'm curious if there is a more efficient way, through SOP. Can picking tickets be printed to a separate printer, say if we bought a label printer, and can they be limited to only the case break UoM? Whats the difference between an order, and an invoice? Whats the difference between Picking and Packing tickets? Is there a way to print the entire orders on laser, to go to our dispatcher, who can divide the routes, and pull the orders, before printing on the dot matrix after any adjustments may need to be made? When yielding a call, is it fairly easy to navigate from the SOP window to whatever information the customer may need? I tried to youtube a few examples, and it seems complicated with all the transfers etc.

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