Prima Edge Inc

Prima Software Daily Checklist

Please read through the tasks assigned to the categories that apply to you. Running these checks daily is important to keeping your database organized and your order process running smoothly.

Sales Order Processing (SOP)

• Are there any outstanding or confirmed sales orders that need to be authorized?
• Are there any imported orders that need to be authorized?
• Are there any outstanding quotes that need to be completed and turned into sales orders?
• Are there any old or duplicate quotes or orders that should be archived?
• Are there any sales orders or quotes with negative profit or low margins that need correcting?

Purchase Order Processing (POP)

• Are there any items left in the requirements list that need to be purchased today?
• Are there any outstanding purchase orders that need to be sent?
• Are there any purchase orders that are in ‘Awaiting Acknowledgement’ status that need to be progressed?
• Are there any purchase orders that are in ‘No Acknowledgement’ status that need to be cancelled and repurchased?

Movements

• Are there any outstanding receipt notes that should be completed?
• Are there any items in Receipts > Available Lines that should be received in?
• Are there any outstanding dispatch notes that should be completed? 
• Are there any items in Dispatch > Available Lines that should be marked as delivered?
• Are there any outstanding customer returns that should be completed?
• Are there any outstanding supplier returns that should be completed?
• Are there any items in Supplier Returns > Available Lines that need to be returned to the supplier?

Invoicing

• Are there any outstanding sales invoices that need to be completed and posted?
• Are there any items in Sales Invoices > Available Lines that need to be put on invoices?
• Are there any outstanding sales credits that need to be completed and posted?
• Are there any sales invoices or credits that have failed to post? 

Stock

General