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Box Sale w/o Service Ticket

SOP: Creating Box Sales without a Service Ticket Created

1)Receive Box Sale form from Parts Department Supervisor

2)Form does not have a ticket number create an invoice
a.Open SME
b.Go to Receivables
c.Select Invoicing Icon
d.Click New Tab
e.Search for Customer (i.e.%river gate) and double click the correct customer to create the service ticket

3)Go to “Work Requested” Tab
a.Click on Services Requested Field on left side of page. This information is printed on the invoice and customer can see everything that is typed in this field.
Information to Include in this field from Box Sale Form:
*Requested By (person’s name)
*Phone Number
*Email Address
*Customer Address
*Part Number

4)Go to the “Order Items” Tab
a.Click Material Tab and Enter Part Number
b.Double Click the correct part number
c.Class Field- Change to Box Sale
d.Enter Quantity
e.Verify if Customer is Tax Exempt, if not Tax Exempt unselect Non-Taxable
f.Verify all information is correct
g.Click OK

5)Go to “Taxes” Tab
a.Customer is Tax Exempt- Click Tax Exempt Box
b.Customer is Non- Tax Exempt – Unselect Tax Exempt Box and ensure the correct Country Tax is Select (i.e. Brevard Country Tax 7%)

6)Freight Charges:
1)NO- Move on to Step 7
2)YES- Proceed as follows
a.Click “Service Tab”
b.In the Name Column, Type FDC Freight
c.Double Click the Line Item for FDC Freight
d.Type in Freight Charges in Price Field
e.Click OK

7)Go to the “Totals” Tab
a.Verify the “Charges Column” only for accuracy
b.Trip Charge Field- Change to $0.00
c.Verify accuracy if all is correct

8)Select Print/Email Tab to
a.Ensure “Export to QuickBooks” Tab is checked
b.Click the drop-down box and select Service/Box Invoice (Non- Repeating)
Print (1) Copy of the Invoice and attach in the front of the Box Service Ticket with paperclip

9)Select Print/Email Tab
a.Click dropdown box and select Email Service/Box Invoice (Non-Repeating)
b.Email template will display with the email address to send the invoice
c.Carbon Copy (Cc) your email address so you will receive a copy of the invoice in your email for your records of sending the invoice

10)Place Documents in Billing Box outside the door for the Billing Department to file away in A/R Box to wait on payment from customer

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