Inventory inbound for e-commerce

Template

If you work with e-commerce and the process of receiving and receiving the goods, this template can help you keep your workflow and inventory control more easily and more intuitively.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Name

  • 2. Email

  • 3. Phone

  • 4. Attach CSV or Excel file containing the SKU list and quantity.

Creating consignment

  • 1. Which warehouse are these consignments being sent to?

    • Warehouse 1
    • Warehouse 2
    • Warehouse 3
  • 2. Operations assignee

  • 3. Operations assignee's email

  • 4. Operations assignee's tasks

    • Create a consignment in our warehouse management software.
    • Share the reference number with the client (send an email template).
  • 5. Consignment reference number

Scheduling consignment

  • 1. Scanned copy of document

  • 2. Total number of units

  • 3. Total number of boxes

  • 4. Expected date of delivery

Received - inbound pending

  • 1. Date of receiving

  • 2. Scanned copy of stamped document

  • 3. Number of boxes

  • 4. Remarks

Inbound complete

  • 1. Number of units accepted

  • 2. Number of units rejected

  • 3. Unexpected quantity

    • Yes
    • No
  • 4. Excel report of unit wise breakdown

Recorded in accounting books

  • 1. Debit note

  • 2. Accounting assignee

  • 3. Accounting assignee's tasks

    • Verify the documents
    • Check the GRN amount and invoice amount
    • Identify eventual difference
    • Book the invoice
    • Book the credit/debit note in case of difference

Done

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