The Problem: Large number of Purchase Orders (POs) POs are Printed and Filed One person manages...
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Transcript of The Problem: Large number of Purchase Orders (POs) POs are Printed and Filed One person manages...
The Problem:Large number of Purchase Orders (POs)POs are Printed and FiledOne person manages files (filing and retrieval)Several minutes to find PORequired growing storage space
The Solution:A Small Retail Business can now file all of the orders placed quickly and easily in DA Document Manager Other records like back orders can be archived
Use of Dates: Using Date Processed as the "Order Shipped" date, separate from the Date on the Document as the "Date Ordered" will really save time
Document Title:Name of the Vendor
Keywords: Order number
User Defined Tag 1: Needs Attention - For quick to do lists
User Defined Tag 2: Incomplete Shipment - tag to track back orders
Passwords: Use passwords to protect sensitive information like; bank statements, credit card statements, income and other financial related items
Case Categories:InvoiceOrderPacking SlipsProduct InformationAnd Financial Categories
Subcategories:LegalMonthly BillReceiptsReference
Value Proposition:Easily manage orders and back order recordsFast access to order status and special orders equates to meeting the needs of client’s faster and more effectively