LINK TO RTS BAYS FORM (Google sheets) ---------------------------------------------------------- PURPOSE We want to check if items that we have marked for return are being returned on time ,this reduces issues with suppliers not accepting returns ...
We do this every week (Wednesday) to simply pick up on any transactions that have been missed/unfinalized, preferably after completing the S11 task for the day. STEP 1 - CUSTOMER BALANCE From Pinnacle, make sure you have this setup, ACCOUNTING - ...