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Box Sale with Service Ticket Created

  1. Receive Box Sale form from parts department
  2. Have Kelly verify the freight cost and give back to billing department
  3. Open SME
  4. Go to “Service & Install” menu
  5. Select “Navigate” pull down bar
  6. Select “Go To”
  7. Type in Order Number and Click “OK”
  8. Go to the “Details and Settings” tab and verify the following information:
    *Site information
  9. Go to the “Order Status Field” drop down bar and select C-Complete
  10. Go to the “Work Requested” tab and make sure the name of the person who requested the items is notated along with their email address
  11. In the “Order Items” tab, make sure the “Class Code” is listed as Box Sale only
  12. Go to the “Totals” tab and make sure the freight, sales tax and material cost is correct; make sure the total all together matches the form
    *If totals are not correct, go back to the “Order Items” tab and double click on each item to ensure the information was entered correctly and ensure all are marked as taxable, not tax exempt. Then go to the “Taxes” tab and make sure there is a tax code assigned
  13. If all totals match, Generate Invoice
  14. Select “Yes” when it asks if you want to jump to the invoice
  15. Print (2) black & white copies of the invoice
  16. Email the invoice to the POC listed on the form and to the billing POC
  17. File invoices in the accounts receivable bins (next to the postage machine) in alphabetical order
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