When sales staff receive inquiry they may QUOTE the parts to a customer ( quotes are logged on the system )
If we have a sale ,sales staff will do a WORK ORDER ,this is paperwork shows
which part is sold
which shipping company we are using to ship goods
when parts are being shipped
If we are buying parts from another supplier to sell to our customer ,then sales staff will do a P.O and send this to another supplier
usually other supplier will deliver goods to JJ first and we will send them to customer ( sometimes we arrange for supplier to send direct and drop ship goods ) the details of this are shown on the work order and P.O ( purchase order )
the shipping staff when goods are picked off the shelf and wrapped do the INVOICE for the goods and have them ready for the carrier to pick up
the shipping company picks up and provides CONSIGNMENT DETAILS of shipment
RETURNS
If customer rejects item ,
they usually will call sales staff and sales staff will do a RMA (return merchandise authority ) entry in pinnacle
this RMA shows on shipping persons screen and then arrange carrier to pick up goods for return ,the shipping staff add details in the RMA as to when they have arranged goods for return
when items are returned we do a CREDIT ( we don't do the credit until we actually receive the goods back )
sometimes its not worthwhile to have the goods returned so we tell the customer to dispose of them and then in this case we do the credit ( this is becasue we arent getting items back at all )
IF items were purchased from another supplier then sales staff will inform the supplier that goods are being returned and agree on whom pays the freight for goods return( usually if return is due to supplier error then they pay the cost of freight ,if customer cancelled or JJ ordered wrong then we pay )
Sales staff fill out RTS P.O Form and sent this to admin
admin staff make note in XERO so we dont pay supplier for item and admin staff do CREDIT PURCHASE ORDER
this is pinnacle document that shows how part is to be returned ( which carrier )
CREDIT PURCHASE ORDER is sent to shipping @ email address and JJ SYD staff arrange for items to be returned