After finished items are received to stock in the Job Receipts screen, they are ready to be picked, shipped, and invoiced. Those three processes are covered in this presentation.
Orders are picked for shipment in the Order Picking screen.
The Shipment Planner screen lets you know which orders are ready for shipment, listed in priority order.
The Pre-Fill button can be used to pick single location items in a batch process. Items with lot or serial numbers are selected down here in the lower grid.
Two picking methods are available. You can print a Pick List like you see here, which is used to gather stock, and then you can record the results in the screen.
The other method is to pick items on the screen first, then print a dispatch list like you see here, which is used to gather the stock.
After sales orders are picked, shipments are generated within the Sales Orders screen.
Here we are looking at the Shipping tab. Once items are picked, one click generates a shipment. From here you can enter shipping charges and print a packing list and shipping labels.
Here we are looking at a sample packing list.
Invoices are generated from shipments within the Sales Orders screen.
Here we are looking at the Invoicing tab. One click converts a shipment into an invoice. Invoices can be Emailed to the customer or printed out.
Here we are looking at a sample invoice. Like all DBA forms, the invoice can be customized as needed system wide or for particular customers.
The final step is to transfer each day's invoices as one-line vouchers to your accounting system for receivables tracking and processing. See the Financial Transfer video for details.
Here in the Account Assignments screen, you specify your sales and cost of goods sold accounts by item category or customer type.
One of the benefits of DBA's manufacturing accounting system is that you get accurate cost of goods sold amounts that reflect the labor and manufacturing overhead costs that were absorbed into each item's inventory cost when finished items were received to stock in the Job Receipts screen.
Credit memos that are strictly financial in nature are entered directly in your accounting system.
The only credit memos entered in DBA are those pertaining to RMA type items returned from customers.
In such cases, a negative quantity is entered against the item, which generates a negative invoice. A negative invoice in DBA serves as a credit memo and has its own credit memo form.
Here we are looking at a sample credit memo.
Picking, shipping, and invoicing complete the manufacturing workflow. In the next video, we show you how the Financial Transfer is used to update your accounting system to reflect the activities of the manufacturing system.