Policy

 

1. All items are unpacked onto the table. 

 

2. On the packing slip, the number received is written next to the number shipped. Do NOT put a check mark.

 

3. All items must be counted to ensure the proper amount was sent by the vendor. Use PO for original order quantities. 

 

4. All delivered orders are to be unpacked before the Shipping Clerk leaves their shift.

 

5. All boxes must be broken down.

 

6. Shipping area is cleaned up of packing materials after stocking.

 

7. Packing slip and invoice are always sent in either the CH Invoices or NSC Invoices Slack Channel to the Bookkeeper to enter into QBO.

 

8. If an order is received without a packing slip, contact the Manager.

 

 

Procedure

 

Action by:	Action:
Delivery Person	Delivers boxes
Shipping Clerk                                                 Bookkeeper	Receives boxes   Removes packing slip from boxes   Unpacks boxes and counts items   Enters quantity on packing slip next to corresponding items on list   Stocks items on shelves   Breaks down boxes   Notes initials and date of receipt of order on packing slip      8. Sends packing slip to CH or NSC Invoices Slack         Channel   Files packing slip in bookkeeper’s bin     Matches invoice to payment in QBO

Task 

 

When Inventory is Delivered, the Shipping Clerk:

 

 

1. 1. Opens box(es)

 

1. 2. Reviews packing slip

 

1. 3. Unpacks items on a shipping table

 

• • • Do NOT put the product straight onto the shelf as they need to be counted first

 

1. 4. Counts items

 

1. 5. On the packing slip, writes number received on the appropriate line. Utilize the PO to determine originally ordered amounts.

 

• • • If there is inventory that was not received, documents it on packing slip & in slack
    • If there is inventory that was extra, documents it on packing slip & in slack
    • If there is inventory that was damaged, documents it on packing slip & in slack
    • Manager to Contact Vendor to let them know there were Items Missing/Wrong/Damaged in Shipment

 

1. 6. Initials and dates packing slip at the bottom

 

1. 7. Sends packing slip and invoice to the CH or NSC Invoices to the Bookkeeper and places the packing slip in the filing cabinet

 

1. 8. Stocks inventory on shelves

 

1.    9.  Breaks down boxes 

 

1. 12. Cleans-up or vacuums carpets as needed

 

(ADD Steps for Entering info in Finale)