RTS - STEP 2 -PINNACLE SECTION

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• RTS - STEP 3 - XERO SECTION XXXXX

  https://docs.google.com/document/d/1nn98HmnFxdUF9SUXquXDH8et6PclGxYkUL-Nsl-D6-4/edit 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 ...

• 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 ...

• A/P- P.O SUPPLIER EOM STATEMENTS XXXXXXXXXXXXXX

  https://docs.google.com/document/d/1Huj_A11Nyc1CsjIDLuOkQJ9uZ64OZSO7ZG-u4IGx6Qk/edit?tab=t.0 VIDEO GUIDES How to check statements with missing credit invoice? How to check statements with missing invoice? WHY DO WE DO THIS ? We use the process of ...

• 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 ...

• RTS- STEP 2A- PINNACLE - When we cant do negitive P.O

  If P.O was cancelled or item not invoiced ( cancelled between work order and sale ) then we cant do a credit purchase order  so in this case we have to do a MISC P.O (zero amount) to create the paperwork to return the item back  These are the PUBLIC ...