WORK ORDERS /INVOICING - STAGE 2 TRAINING-

WORK ORDERS /INVOICING - STAGE 2 TRAINING-

FAQ 

What to do if customer wants us to SEND DIRECT NO INVOICE?
Simply add **SEND DIRECT NO INVOICE** in the delivery details like below,




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What if we need to add special instructions? ie. remove extra items, or making sure it is removed complete
1- Add in quick delivery address "please see w/o notes"


2- Add a private note with instructions


Your work order should now look like this


IF YOU SKIP STEP ONE, SHIPPING/OPERATIONS WILL NOT READ YOUR NOTES

You can go an extra step and put the W/O into resolution you want to, but you must make sure its in clear writing with your name and date

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What to do if customer wants to pick up item from TNT Depot ? 


This would apply if customer is from remote area or customer hasn't got unloading facilities at their house 

STEPS 
Do work order as normal , select TNT as carrier as usual
DONT customers address as usual (we do this so item doesn't accidentally get sent to customers address )
Put the TNT Depot address -Link to TNT Depot listing

in shipping instructions  on work order 
add note 
Please add to shipping instructions on TNT Con note 

call " xxxxx xxxx (customer name ) on xxxx xxxxx ( customer phone number ) for pick up from depot 

the idea is that our shipping staff will add thsi electronically to TNT co note and TNT staff will ring customer when goods arrive @ depot 

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What does it mean when it says "Description Item" in Pinnacle?
It only means that the part was quoted was in our stock but its already been sold to someone else.
Just right click on it and select Alternate Item to see if we have another one in stock.


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What to do if  a trade customer wants to send the part to a different address?
Right click on the Delivery box and select Add Quick Delivery then delivery address and should have details like the sample below.