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Evo-ERP and DBA Classic >> Sales >> Streamlining the SO Entry Process
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Message started by NPMSTR on 08/31/07 at 08:58:08

Title: Streamlining the SO Entry Process
Post by NPMSTR on 08/31/07 at 08:58:08

Hi!

We are looking for suggestions to strealine our SO Entry Process. Current Process is below:

1. Receive order VIA fax (working on implimenting EDI now, though it will be a long time before the majority of our orders come in via EDI)
2. Enter the order in SO-A
Most customers are in the system
Entering each line item (special pricing is typically already in under contract prices)
Enter Closing Notes on the order
3. Export shipping information for UPS
4. Acknowledge the order to Customer via Fax or email
5. Print the Packing Slip
6. Double check the entry-make any required changes
7. Release Packing Slip to Shipping

This was a simple process when we did 20 orders per day, but our growth has made OE a full time job.

Any suggestions from anyone for streamlining, or speeding up this process?

Thanks,

Nick

Title: Re: Streamlining the SO Entry Process
Post by David Waldmann on 09/04/07 at 05:26:54

A few thoughts.

We don't use any UPS integration yet, but it doesn't seem like it should be a separate step for each order. At least a batch one.

Unless you're on original DBA or a very early update you can print both an Acknowledgment and Packing Slip at the same time after saving the SO.

When you say "release the PS to shipping", do you mean in DBA or physically? If you are releasing in SO-E, and you always are doing that, you can just set the "Ready to ship?" flag to "Y" on the SO-A header screen and it will be released when you save it.