| STEP |
WHO |
WHEN |
INFO TO USE |
WHAT TO DO |
RESULTS |
| 1 |
Shipping Clerk |
Receives Shipping Memo |
Shipping Memo, Shipper, Certificates of Material,
Bill of Lading |
Print all invoices; separate accounting and
customer copies; mail customer invoice copy with copy
of Bill of Lading; forward accounting copy to the
Accounting Clerk to be filed in accounting files;
sign certs, if any; separate copies of certs and
shippers; If there are any shipping or invoicing
issues contact Customer Service Representative or
Accounting Manager; when certs require QA
authorization forward Shipping Memo and
certifications to QA Manager for review; contact
freight company to pick up shipment; sign Bill of
Lading. |
Certs signed, invoice copies separated and filed;
QA notified when authorization required; freight
company called; parts shipped; Bill of Lading
signed |
| 2 |
Shipping Clerk |
Goods shipped but not invoiced from previous
day |
Shipping Memos; Bill of
Landing's |
Use the M2M
Jobs info to find the job. Read Billing
Notes in verbiage for any special customer
instructions; if job has been tagged for special
review by QA Manager, notify QA Manager that job is
being readied for shipment; when manual
certifications are needed, email the QA Assistant; forward the Traveler, Shipping Memo,
and other information about the
order. |
Manual certs info forwarded to QA Assistant;
QA Manager notified review is
required |
| 3 |
QA
Assistant |
Notification that manual certifications are
required |
Traveler, Shipping Memo, and other
information about the order |
Create manual certifications; when completed
forward to the QA Manager for verification and
signature. |
Manual certification are made, verified, and
signed |
| 4 |
QA Manager |
Upon being notified that a job requiring
manual certifications is being readied for
shipment |
Information provided with manual
certifications; Job Order |
Verify that all requirements placed on the
job and manual certifications have been satisfied;
when satisfied notify Shipping Clerk that job is
approved to ship; sign any certifications for the
order. |
Jobs requiring manual certifications are
released for shipment; certs and invoice are printed;
reviewed and signed by QA Manager |
| 5 |
Shipping Clerk |
Upon notification paperwork needs to be
prepared |
Traveler; Sales Orders |
If Traveler or the Sales Order reflects a
special review is required by QA Manager, be sure
that QA Manager's approval has been secured
before continuing; verify all info (heat treat
certifications, charts, charpies, physicals, etc.)
has been properly entered; notify QA Assistant to
correct if necessary; print certifications and
packing slip; prepare export papers when
required. |
QA Manager's approval secured (if needed)
on certifications; verification made of all info;
certifications and shipping documents
prepared |
| 6 |
Shipping Clerk |
Morning after shipments |
Sales Orders; Shipper
numbers |
Sign certifications; place Bill of Lading in the
Sales Department box for filing; send a copy of the
Bill of Lading, invoice, and certifications to the
customer. |
Paperwork is sent to customer; billing is
completed for job |
