Packing slips are essential for reconciling vendor invoices and identifying discrepancies at the time of receipt. Scanning and uploading them into CSD helps the Main Office reduce research time for invoicing issues. Proper handling of packing slips also helps identify shortages or mistakes early, potentially saving the company and your branch money, and allows us to take advantage of vendor payment discounts.
Receiving Guidelines
Receive POs the day product arrives.
All paperwork, including scanning, should be completed on the same day.Verify receipts against the vendor packing slip.
Use the packing slip to confirm the shipment contents and to complete receiving in CSD.-
Discrepancies:
Fill out PO Discrepancy Form and Email the completed form to packingslip@centralpros.com.
OR- If emailing the vendor directly regarding the discrepancy, include packingslip@centralpros.com on the email as well so they are aware of the discrepancy.
Also scan the packing list onto your PC and upload the Packing List PDF into CSD Document Management using the instructions below.
You no longer need to put the file in your branches designated Corporate Resources Packing List folder.
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No discrepancies:
Simply scan onto your PC and upload the Packing List PDF into CSD Document Management using the instructions below.
You no longer need to put the file in your branches designated Corporate Resources Packing List folder.
Uploading the Packing Slip PDF directly into CSD Document Management
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In CSD, navigate to Purchase - Inquiry - Purchase Order.
2. Enter the PO # in the search field for the PO you are looking to upload the Packing List of.
NOTE: Make sure the Widgets panel is expanded on the right sidebar before searching the PO.3. With the PO you searched pulled up in PO Inquiry, expand the Widgets right sidebar in CSD and under the Document Management section select the paperclip icon. You can also drag the file from your PC directly into that Document Management widget to upload.
4. In the Add File pop up, press the folder icon and then on the Open pop up navigate to where you saved your scanned PDF of the Packing List for this PO and select it to open.
5. Back on the Add File screen you should now see you uploaded filename. In the Context dropdown field, select the POHeader option and on the Select a document type field select the Vendor Pack List option. Once those options are selected then press the Upload button.
6. With the Packing Slip now uploaded, when you have this PO loaded into PO Inquiry and you select the POHeader drop down under the Document Management widget you will now see the uploaded Packing Slip PDF where you can click the image to open the PDF file.
Correcting an PDF Uploaded to the Wrong PO #
If you accidently upload a PDF to the wrong PO # in CSD PO Inquiry, follow the steps below to update the already uploaded PDF to be tied to the correct PO #.
1. With the PO # pulled up in PO Inquiry, find the incorrectly tied document and select the 'Show in IDM' button.
2.In Document Management, select the Attributes tab to the right of the document image. The Purchase Order Number listed there is the PO # that the document was tied to.
3. To update that Purchase Order # Attribute to tie the document to the correct PO #, select the Check Out option in the top bar.
4. The attribute fields will now be editable and you can type in the updated Purchase Order Number. Once that is updated select the Check In option and then select Yes to save the changes on the pop up.
5. That will then update the tied purchase order # to the correct document. You can now return to CSD by selecting the Cloudsuite Distribution tab at the top of the screen.