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Shipping and Invoicing

Overview

Invoices, packing lists and bar code shipping labels can be generated as shipments are made.

Customer and job data are automatically inserted on the Invoice screen.


The Job Part Inventory and Shipment Schedule are automatically updated when documents are printed.

An Invoice History is maintained so you can analyze past sales by date, customer, part, P.O. No., etc.

How it works

As quantities are completed for a job, you are able to record shipments and print packing lists, bar coded parts labels and invoices. The quantities completed, shipped, on hand and on back order will be updated on the Job Order Entry screen. Shipment schedules will be updated to show the actual date and quantity shipped.

You can view Packing Lists, Invoices and Credit Memos using the Invoice History screen.

Ship Orders - Sales Forecasting
You can track future and past single and multiple shipments for all active jobs from the Ship Order screen. The window is accessed from the Active Jobs Status screen by clicking on the Ship Orders button, or by selecting Ship Orders on the Menu option at the top of the Realtrac main screen. All future scheduled shipments will be displayed in job number order. To assist in sales forecasting, you can arrange and filter the list to view and report only the shipments desired. For jobs with multiple shipments, a separate line will be displayed for each shipment.



 

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