Monthly Task List
Monthly Tasks for Managers / Owners
Reports
☐ Reports > Customers > Balances. Print a balances report for each account balance type.
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These reports show all outstanding amounts currently owed across different areas. This report can also be run for all balance types combined, as the end figure is likely required for financial record keeping. |
☐ Reports > Customers > Layby Details. Print the Layby Details report filtered by overdue layby payments. Provide these reports to the intake salesperson and ensure outstanding payments are followed up promptly.
☐ Reports > Activity > Misc. Items. Print the Misc. Sales report for the current month. Any stock sold via Misc. Sale must be reversed and the correct stock number sold out.
☐ Reports > Stock > Negative QOH. Print the Negative Quantity on Hand report for all departments and per store.
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This report identifies any stock with a negative quantity, which can indicate procedural issues within the store. |
☐ Customer Statements (if applicable). Print statements for any outstanding accounts and send them to the relevant customers.
☐ Store Transfers (multi-store only). Print an In-Transit report. Have individual stores with unactioned transfers contact the receiving store to resolve any overdue transfers.
Purchase Orders
Review any open orders and process those that can be moved to closed status.
☐ Ensure purchase orders are sent via email or fax to the supplier.
☐ Print a list of items with outstanding back orders. Contact each supplier and work with them to resolve any supply issues.
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