Roadmap Consulting

Shipment & Inventory tracking October 10, 2022 START Order Shipment Obtain and Download invoice (PDF) Is this correct? Does someone needs to order a certain amount of products? If yes, how do you determine the amount that needs to be ordered? How do you currently track the number of items available? What would be the limit when you need to order more items? Do you pull the Shipment date, Delivery date and Tracking infor from this document? Why the first status in the Shipment tracking list is In transit, and after that you have „Ordered“? Should the statuses be in this order: Ordered > Shipped > In Transit? Would each pickup stage require these order of statuses? Who is in charge of entering the data into Google Sheets? The Qty in the invoice matches the Product count in each Shipment task. How does this affect your inventory? Do you update the number of items you have on hand based on this information, or based on the Invoice count? Is the Balance due amount the only information you add to Payment trackinglist? Transfer the Shipment data to Google Sheets Part of the Shipment is FIRST picked up in New York The rest of the Shipment gets forwarded to LA Is this correct? Why do you first send to pickup to New York and LA? Who do you notify about the pickup? What information you need to provide to the people who need to do the pickup (would that be the Shipment/Delivery date, Tracking no, and NY pickup count, or something else?) Who forwards the shipment to LA? Is it done only after NY pickup is confirmed (and who usually confirms the pickup)? What information would you provide (would it be the Forward date, Forward tracking info, and LA pickup count, or something else?) Who do you notify about the pickup? Who confirms the pickup? Part of the shipment gets picked up in LA Is this correct? Is this the final inventory (the number of items you would have on hand for selling)? Sell the remaining Qty of items (Invoice Qty, after pick-ups) At what point you mark the Shipment as PAID (status)? Is this information pulled from the Payment tracking list (when a Shipment (Invoice) is marked as received in the Payment list, you update the status in the Shipment list)? END 1. At what point (after you receive the shipment invoice) you start tracking the payments? When would you add the data to Google Sheets? 2. What is the difference between Import invoice # and Invoice #? Is there a difference between Import invoice and regular invoice? 4. The data for Sent to DR is the same as the Balance due in the Invoice PDF. What does this field mean? 5. At what point would you mark the invoice as Received (closed)? Page 1