WEEKLY EBAY/S11 SALES CHECK - JUNE 2021
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 - CONTROL CENTRE - CUSTOMER BALANCE
Sort in order so eBay transactions are at the top
Transactions that are 7days old+ we need to action
To action, create a ticket and send details to ebay@jjautoparts.com.au and the online team will resolve
WEEKLY EBAY SALES CHECK (WO/INV #)
Submit ticket as ON HOLD the next time you do this task and the issue is still not resolved, you can easily see that a ticket has been created.
Once you received an advise from them that issue has been resolved, or the invoice/credit is not there anymore, you may submit the ticket as SOLVED.
STEP 2 - COD SALES
We go to Pinnacle, ACCOUNTING - PAYMENTS - CUSTOMER SEARCH
EBAY SALES
GUMTREE
ONLINE SALES
CASH ACC CHAT
CASH ACC VINCENT
CASH ACC LEI)
When you get results, do same process as STEP 1
STEP 1 - CUSTOMER BALANCE
From Pinnacle, make sure you have this setup, ACCOUNTING - CONTROL CENTRE - CUSTOMER BALANCE
Sort in order so eBay transactions are at the top
Go through all entries one by one even if they are in zero balance. There are cases that we missed allocating something that shouldve been allocated. The purpose of this task is to make sure everything is up to date.
Transactions that are 7days old+ we need to action
To action, create a ticket and send details to ebay@jjautoparts.com.au and the online team will resolve
WEEKLY EBAY SALES CHECK (WO/INV #)
Submit ticket as ON HOLD the next time you do this task and the issue is still not resolved, you can easily see that a ticket has been created.
STEP 2 - COD SALES
We go to Pinnacle, ACCOUNTING - PAYMENTS - CUSTOMER SEARCH
GUMTREE
ONLINE SALES
CASH ACC CHAT
CASH ACC VINCENT
CASH ACC LEI)
When you get results, do same process as STEP 1
STEP 3 - OVERDUE PAYPAL INVOICES
Requires access to Paypal Ebay account (ask your manager)
We go to Paypal - ACTIVITY - ALL TRANSACTIONS
Transactions that are 7days old+ we need to action
Look for Bill To (invoices) - this means still unpaid
Open the invoice to check the status
Open WO in Pinnacle
If WO still open - just leave it
If WO shows cancelled - archive
If WO has been converted to an invoice but has beed paid a different way - archive
If WO has been converted to an invoice but has not been paid - create ticket (follow process from step 1)
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