Page 38 - 8025 - Controlling and locating stock Learner Guide.docx
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ADVANCED




               RISK MA
              The invoice will contain

                   Date
                   Invoice number

                   Order number
                   Name and address of organisation

                   Name and address of customer

                   Stock codes of goods
                   Quantity of goods

                   Description of goods
                   Selling price

                   Payment terms


              Basic Despatch Procedure

              A  customer  places  an  order  with  the  Sales  department  who  will  issue  an  invoice  for  the  sales
              transaction.  This invoice will either be sent to despatch or directly to stores.
              If the invoice is sent to despatch, despatch will complete a requisition which is sent to stores.  As
              soon  as  stores  receive  the  requisition, the  stock  for the  delivery  is issued  and  sent  to  despatch
              together with a copy of the requisition.
              If the invoice is sent to stores directly, stores will complete a stock issue note based on the invoice
              and send the goods with the stock issue note and the invoice to despatch.

              As soon as despatch receives the goods, the invoice and the requisition/stock issue note, the order
              must be prepared for delivery. This will usually take place very early in the morning as the delivery
              vehicles have to be released for deliveries as early as possible.

              Depending on the procedure in your organisation, it may be that you have to issue a delivery note
              that is based on the invoice, or it may be that you use the actual invoice to control the loading of the
              goods.
              The goods have to be ticked off on the invoice or the delivery note as they are loaded in the vehicle.
              When goods are being loaded, two people should confirm that the goods are what is stated on the
              invoice/delivery note.  This could be you and the driver of the vehicle or you and another employee.

              You and the driver will work out the delivery route.  You have one of two options for working out
              delivery routes:

                   deliveries  can  start  with  the  customer  nearest  to  your  store  and  end  with  the  customer
                     furthest from your store, or

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