September 17, 2024

Supply Planning

• Purchasing for the Year

• Blanket Purchase Orders Process

• Child Purchase Orders when Orders are Shipped from Vendor

If time or next week:

Inventory Management

• Warehouses

  • Main

  • Overstock

• Item Journals

• Inventory Transfers

• Movement within a Warehouse

• Breakbulk

• Cycle Counts

Review Homework

• List of Project Tasks and Descriptions

• Review Example Project Budget Reports

• Send Documents

  • “From” Email address for each type of document

  • Review any changes to the PDFs.

    • Sale Order

    • Sales Invoice

• Vendor Payment Terms