|
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 Ladings
|
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
Clerk; forward the Traveler, Shipping Memo, and other information about the
order. |
Manual certs info forwarded to
QA Clerk; QA Manager notified review is required |
|
3 |
QA Clerk |
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
Clerk 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 |
