Writing Up Standard Job Tickets

Writing up Standard Tickets/Jobs:

RPI PO

Separate job ticket out:

• Same items can go on same job ticket in LT
  • Go through order and mark items that have the same specs and pricing
  • Highlight item #’s, quantity and PO#
  • Write up orders
• Open Label Traxx, Production Tab, Tickets
• New Ticket
• Customer Number (if you don’t know number, click once on customer no. and type in customer name- double click name, information will pop up on job ticket)
• Customer PO (on customer’s job ticket)
• Ship Date: for standard orders: 2 weeks= ship date                                                                                                                                                                                        If customer has due date, use that and ship at least 3 days earlier
• Enter Product info: quantity, item number.
  • To add more than one line item, click on the green + and select “Custom”, enter the # of line you need added and click “OK”.
• CHECK PRICING
• Standard orders DO NOT get any miscellaneous charges
• Open “Address, Terms” Tab: enter correct address
  • for standard orders address should come up when you enter Customer Number: make sure it is correct address and change whatever is necessary
  • If address does not appear, click on Location and choose correct address
• Shipping Method: Changes with each customer
• Print – Highlight Ship To Address, Quantity, Description, Customer PO#, and any special notes for the order (packaging instructions, shipping account#, Ect.).

BEFORE bringing ticket to back, check the original order and check the item quantities and numbers to make sure it was written up correctly!

• Double check pricing for the whole order:
  • After last ticket is printed and saved, stay on the home ticket page
  • Type in the PO number, list of all the tickets with that PO # will show up.
  • Go to “Reports” → “Quick Reports” → “Bookings Report – Detail by Customer” → “File” → “Print Preview” → Make sure bottom line $ amount matches up with Total Order amount on PO from Customer
• If Customer is Grainger, Amazon, Amazon FBA (ChromaLabel), Moore Wallace (Stock), Carr McLean, Hippo, or Library Store it will need Labels (See Printing Labels for instructions.) Associated Bag and Uline will send Labels for there PO’s.

DON’T FORGET TO REPLY TO CUSTOMER AND LET THEM KNOW WE RECEIVED THERE ORDER!!!!