Business documents

ImRebecca

Does anyone have any notes on the business documents? My book doesn't explain them very well

Particularly questions like:
What does "Harry" do when he receives "X"

Thanks

EatRowSleep

1. Make a copy
2. file away
3. check all figures are correct
4. write up purchases/purchases returns book

puttuporshutup

How to deal with the following:


Incoming orders
stamp date
check credit rating
prepare goods for delivery
prepare invoice and delivery note

Outgoing delivery documents:
Check that the name/address is correct
Check that details are as per order or invoice
File a copy of delivery docket
Ensure that it is signed by the recipient of the goods

Incoming invoices:
Check calculations
Check prices listed against quotation
Check it against order and goods received
Record in purchases day book and creditors ledger
File a copy

Outgoing invoices:
Check that goods listed in invoice correspond to those in order and those being dispatched
Ensure customers address is correct
Check prices listed against quotation
Check calculations
Check that the correct discounts and terms of sale we're entered
Write up sales day account and debtors ledger

Credit note received:
Check calculations against invoice
Check that goods listed correspond to goods received
Write up in purchases returns book and creditors ledger
File a copy

Outgoing credit note:
Prices as per invoice
Check terms of discount and sale are correct
Write up sales return book and enter in debtors ledger
File copy

Junokevv

Although the above is better, I think you only need to mention 3 steps.

eg. Invoice: Check all calculations.
Make a copy and send it to the Accounts department.
File copy.