In Part 1 of Organizing Your Embroidery Business, I talked about organizing the information that you use in running your embroidery business. In Part 2 I l talked about your customer's design information. In Part 3 I talked about your Production process. In Part 4, I will go over the information for Shipping and Invoicing
The completed order, customer order form, and production form go to shipping. The shipping information is added to the production form. This shipping information includes the weights of boxes, shipping costs, and the time allowed for this process. The packing slip is filled out with all of the items listed that are being shipped to the customer. A copy is then made of the packing slip and attached to the production form and customer's order. These forms are all sent to billing.
The person doing the invoicing pulls the original customer order and uses the production form to do the invoicing. The production form is then detached and goes back to the production supervisor to be analyzed and to see what could or should have been done or what other methods could be used to save time and money.
These forms are very important. The original customer order is attached to the invoice created and filed in the accounts receivable drawer. After payment has been received, the paperwork is then filed in a paid file drawer or cabinet inside of the customer's file by order number or date.
Organization is not hard, but it does take some time and thought. You need to go through each process of your particular business and put an organization plan together. If you take the time to get fully organized, staying organized is very simple and you will save time in your total business operation.
I hope that this series on Organizing Your Embroidery Business has been helpful. I would like to hear from you about any areas of your business that are troublesome for you to organize.
Joyce Jagger
The Embroidery Coach