RTS - STEP 2 -PINNACLE SECTION

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• RTS BAYS WEEKLY STOCK TAKE PROCESS

  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 ...

• RTS - STEP 3 - XERO SECTION

  OVERVIEW  in step 1 - we action and note that a return must be done  in step 2 -we action in pinnacle the physical return of the goods  in step 3 - we adjust amount in Xero so we don't wrongly pay for goods that we are returning  So You have done ...

• A/P- P.O SUPPLIER EOM STATEMENTS

  VIDEO GUIDES How to check statements with missing credit invoice? How to check statements with missing invoice? NOTE: ADD PLANNED DATE AS 14TH AS THESE AS FOR CC PAYMENTS  LINK TO SUPPLIERS TABLE FOR EXTRA DETAILS OF SUPPLIER WHY DO WE DO THIS ?  We ...

• RTS - STEP 3A - XERO SECTION- WHEN WE HAVEN'T RECEIVED ORIGINAL SUPPLIERS INVOICE

  Sometimes when we are doing RTS we haven't or wont receive the original suppliers invoice number , but we need to have record so if supplier does ask for payment on statement we know what happened ( and we can find this information in an efficient ...

• RTS - PUT INTO STOCK

    - open the P.O to get the Vendor Invoice Number     - search the Invoice number in Xero  - Edit Invoice   - click Bill Options  - click Edit     ***we don't need to change the total amount***    NOTE: we dont need to Return the part to supplier as ...