Knowby Tyre Doctor
Knowby
Michelin Allocation - Invoicing/Delivery : Lake Cowal
Process on generating Invoices / delivery for Michelin Allocation to Lake Cowal
Process on generating Invoices / delivery for Michelin Allocation to Lake Cowal
1
Step 1 of 4

Find & Save Invoices📥 - Step 1


  1. Open up the Invoice in Netsuite.
  2. Sent Invoice to Cowal AP.
  3. Save in PDF into designated folder.
2
Step 2 of 4

Create Docket/Send💻 - Step 1


  1. Go to b.POD.FILLABLE FORMS
  2. Open up "DD Lake Cowal POD - Fillable Form.pdf"
  3. Copy & Paste all details.
  • Qty
  • Sales Order
  • PO
  • Invoice
  • Description/Serial Number.


3
Step 3 of 4

Create Docket/Send💻 - Step 2


  1. Enter in the Date.
  2. Save PDF into a. Delivery Dockets > ORIGINAL > Lake Cowal (Evolution)
  3. Name DD with 'Michelin Allocation'.


4
Step 4 of 4

Create Docket/Send💻 - Step 3


  1. Create an email to selected people.
  2. Upload Docket / Invoice.
  3. Place Invoice # and Description.
  4. Send to client.


Task Completed!