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Wholesale Invoice Tracking
Wholesale Invoice Tracking
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Overview
The goal here is to clearly define responsibilities and google sheets related to tracking the movement of whoesale invoices and shipment paperwork. The Paperwork Tracking Log is the primary area for tracking Shipment Paperwork (i.e. BOLs, Driver Invoices) and financial paperwork (i.e. invoices made by Fred). This Log needs to be correctly filled out to properly track getting shipment paperwork to our partners (Brooklyn, IA, Singlecut) pre-shipment, getting signed paperwork back confirming shipment was completed, ordering an invoice from Frederic, receiving an invoice from Frederic and forwarding that invoice to the relevant party.
There are two tabs on this sheet:
"Active Paperwork Tracking"- for shipments pre-pick up. Main area for tracking shipment paperwork and pending shipments.
"Completed Pickups Log"- for shipments post-pickup. Main area for tracking all completed pickups and invoicing.
Currently Matt's Responsibility relating to invoicing
a) Request invoices with Frederic
b) make sure the invoices make their way into the "02 Wholesale Invoices" Folder in the drive
c) Link each invoice in the paperwork tracking log in either the "active paperwork tracking" tab (for shipments that haven't been picked up yet) or the "Completed paperwork tracking" log for shipments that have been picked up.
d) Add the correct invoice # to Batch Splits in Jared- Production Management
Currently Mike's responsibilities
a) Go to Completed Pickups Log tab in Paperwork Tracking Log and forward any invoices that haven't been forwarded yet indicated by Column L.
b) Double check invoice for correct pricing and units based off of Wholesale Planning Worksheet
c) If correct, forward to distributor
d) check off YES in column L of the tracking log
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