Sales Invoice

1. Once QC is complete the QC form and delivery instruction form should be sent by the Aftersales Support Admin to Accounts Admin 
2. Accounts admin is required to check if the Quality Control Form and Delivery & Installation Instruction form is complete and acceptable 
3. The Accounts Admin is required to save the Quality Control Form and Delivery & Installation Instruction form in the corresponding OC folder.
4. Once these conditions are met the Accounts admin can proceed to create a Sales Invoice and Delivery Note as described in the Sales Invoice Process Video.
5. Once the Invoice and Delivery note is created. The Accounts admin is required to email the documents to the Aftersales Support Admin and Storeman as per email template Invoice and Delivery Note for OC****
6. The Storeman will attached a copy of Delivery Note to delivery parcel/box.
7. The Accounts Admin will save a copy of the Invoice in the OC Folder and a second copy in Customer Invoice Folder
8. This completed OC Folder is renamed with the OC Number, Customer Name and our Invoice Number by the Accounts Admin and is then transferred to the Completed Orders Folder.

Back