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New Account Creation Process (Accounts Link Required) Creation Date: Version:

January 2009 1

New Account Application Form Completed

New Account Application Form Completed

Accounts Credit Check Applicant

Credit Check Score Pass

Credit Check Score Pass

NO

YES Account Created In Accounts Package

Account Created In Accounts Package

Cash With Order Terms Offered

Cash With Order Terms Offered

Add Additional Comments To Account

Add Additonal Contact Details

Add Additonal Delivery Addresses

Business Process With SmallPrint

Set Credit Limit, Terms Etc

Create Duplicate Account In MIS

Current Business Process

NO

YES

Set Credit Limit, Terms Etc

Š2009 Tharstern Ltd

Accounts Credit Check Applicant

View Account Package Records Via Link

Transfer Account Detail To Tharstern

Add Additional Comments To Account

Add Default Sell Price Bands, Markups Etc

Add Additonal Contact Details

Add Additonal Delivery Addresses


Creation Date: Version:

January 2009 1

Copy Of Sales Invoice Received

Sales Invoice Posted

All Transactions Appear In Ledger

Run Invoice Daybook Report

Post Sales Invoice Manually In Accounts

Reconcile Postings Against Report

Check All Nominals

Goods/Services Delivered From Purchase Order

Supplier Invoice Received

Business Process With SmallPrint

Current Business Process

Supplier Invoice Received

Stamp Invoice With Date Received

Find Original Purchase Order

Do The Supplier Invoice Details Match PO?

NO

Confirm Details With Originator

Doe The Supplier Invoice Still Need Posting?

NO

Originator Confirms Details Of Order

Stamp Invoice With Date Received

Find Original Purchase Order

Process Supplier Invoice

Do The Supplier Invoice Details Match PO?

YES Check Details, Enter Supplier Invoice Number

Check All Nominals

Originator Confirms Details Of Order

Post In Query (Disputed)

Check Details, Enter Supplier Invoice Number

Add Any Other Orders On Same Invoice

Check All Nominals

Add Any Other Orders On Same Invoice

Š2009 Tharstern Ltd

NO

YES

Post In Accounts & As Disputed

Manually Enter Into Accounts Package

Confirm Details With Originator

Does The Supplier Invoice Still Need Posting?

YES

YES

NO

Amend Overall Invoice VAT If Required

Save & Post To Accounts


Creation Date: Version:

January 2009 1 Open And View Job Details

Open And View Job Details

Check Ordered/ Delivered Quantities

Check Ordered/ Delivered Quantities

Review Notes On Job Bag

Change Price On Job Bag If Required

Read Job Notes

Any Posted Costs Require Investigation?

YES

Contact Dept Head To Resolve

Any Extra Costs Still Unconfirmed?

YES

Production Manager To Decide

Review Estimated vs Actual Costs

Print Second Copy For Account Dept

Account Department Re-Enter Invoice

Business Process With SmallPrint

Print & Post To Customer

Run Off Cost Sheet For Job

Sign Off & Place In Job Bag

Raise Sales Invoice

Filter All Invoices At Invoiced Status

Check Main Details, Save & Print

Account Department Open Invoice

Check Main Details

Is There A Query On Invoice?

NO Print & Post Invoice

Transaction Posted To Sales Ledger

Š2009 Tharstern Ltd

Review Outwork & Purchasing Costs

Raise Sales Invoice

Amend Price If Required

Current Business Process

Filter All Jobs Finished But Not Invoiced

YES

Customer Services Resolve


Creation Date: Version:

January 2009 1 Enquiry By EMAIL

Enquiry Via TELEPHONE

Enquiry By SALESPERSON

Enquiry By EMAIL

Details To Estimator

Create New Estimate

Create Estimate From Template

Copy Old Estimate

Create New Estimate

Create Estimate From Template

Estimate Booked In As A Job

Printout & Post Estimate

Business Process With Tharstern SmallPrint

Current Business Process Š2009 Tharstern Ltd

Order Recieved

Create Estimate With Component Library

Copy Old Estimate

Customer Sell Band/Job Type/ Markup Applied

Manually Create Customer Communication

Email To Customer

Enquiry By SALESPERSON

Details To Estimator

Define Markup

Verbal Provide Price

Enquiry Via TELEPHONE

Automatic Quote Letter Created

Verbal Provide Price

Email To Customer

Order Recieved

Estimate Booked In As A Job

Printout & Post Estimate


Creation Date: Version:

January 2009 1 Purchase Order Number Received

Purchase Order Number Received

New Job Created

Estimate Loaded

New Job Created

Template Loaded For Matrix Work

Previous Job Loaded

Blank Job Created

Enter Customer Details Account Details/ Credit Limit/On Stop Check Load Estimate Into Job

Current Business Process

Enter Matrix Prices

Enter Delivery Date

Add Any Additional Production Info

Add Any Notes

Save Job

Print Works Instruction Documents

Š2009 Tharstern Ltd

Send Order Confirmation

Business Process With Tharstern SmallPrint

Recalculate On Fly If Required

Add Any Additional Production Info

Add Any Notes

Add Any Tasks

Link Any Customer Doucments

Create Predelivery Notes

Save & Produce Purchase Requisitions

Print Works Instruction Documents

Send Order Confirmation


Creation Date: Version:

January 2009 1 Delivery Note Rasied

Job Arrives In Despatch

Job Produced

User Confirms Manufactured Quantity Of Job

Check Main Note Details

Confirm Quantity To Be Delivered

YES Print Delivery Note

YES

Retype Details On MS Word LabelTemplate

Current Business Process

NO Delivery Note Attached To Goods

Labels Placed On Boxes

Highlight Multiple Jobs

PreDelivery Notes Present

Select PreDelivery Note

NO

Create New Delivery Note

Change Any Delivery Details Required

Business Process With SmallPrint

Are Box Labels Required?

Delivery Note Rasied

Confirm Quantity To Be Delivered

Add Any Specific Delivery Instructions

Enter Quantity Of Box Labels

Delivery Note Printed

Box Labels Printed

Delivery Note Attached To Goods

Labels Placed On Boxes

Delivered Quantity On Job Updated

Š2009 Tharstern Ltd


Creation Date: Version:

January 2009 1 Requisitions Created From Job

Purchase Order Raised

Print & Fax Purchase Order

YES

Goods Received

Supplier Called And Correct Material Sent

NO

Correct Materials Received?

Free Stock Allocated

YES

Business Process With SmallPrint

Current Business Process

Stock Issued To Job

Š2009 Tharstern Ltd

Enough Free Stock?

NO

Manually Created Requisitions

PARTIAL

Available Stock Allocated

New PO Created Or Added To Existing PO

Update Balance

Costs Posted To Job

Requisition Processed

Print PO

Fax PO

Goods Received

Supplier Invoice Received

Actual Value Of Stock Posted To Job

Email PO


Creation Date: Version:

January 2009 1 New Account Application Form Completed

Accounts Credit Check Applicant

Credit Check Score Pass

NO

YES Account Created In Accounts Package

Cash With Order Terms Offered

Š2009 Tharstern Ltd

Business Process With TharsternSQL

Current Business Process

Set Credit Limit, Terms Etc

View Account Package Records

Transferred Account Detail To Tharstern

Add Additional Comments To Account

Add Default Sell Price Bands, Markups Etc

Add Additonal Contact Details

Add Additonal Delivery Addresses


Creation Date: Version:

January 2009 1

Copy Of Sales Invoice Received

Sales invoice Posting Process

Are You Using Server Side Accounts?

NO

The Transaction Has Already Been Posted

All Transactions Appear In Ledgers

YES

Post Sales Invoice Manually In Accounts

Reconcile Postings Against Report

The Transaction Is Within Holding Area

Check All Nominals Run Awaiting Postings Report

Save Or Print A Copy Of Report

Select Transfer Invoices Button

Goods/Services Delivered From Purchase Order

Business Process With TharsternSQL

Current Business Process

Supplier Invoice Received

Stamp Invoice With Date Received

Find Original Purchase Order

Do The Supplier Invoice Details Match PO?

NO

Confirm Details With Originator

Doe The Supplier Invoice Still Need Posting?

NO

Originator Confirms Details Of Order

Supplier Invoice Received

Run Awaiting Postings Report Again

Stamp Invoice With Date Received

Confirm No Outstanding Transactions

Find Original Purchase Order

Process Supplier Invoice

Do The Supplier Invoice Details Match PO?

NO

Confirm Details With Originator

Doe The Supplier Invoice Still Need Posting?

YES Check Details, Enter Supplier Invoice Number

Check All Nominals

Originator Confirms Details Of Order

Post In Query (Disputed)

Check Details, Enter Supplier Invoice Number

Add Any Other Orders On Same Invoice

Check All Nominals

Add Any Other Orders On Same Invoice

Š2009 Tharstern Ltd

NO

YES

Post In Accounts & As Disputed

Manually Enter Into Accounts Package

Confirm Sales Or Purchase Transactions

Reconcile Postings Against Report

YES

YES

Run Invoice Daybook Report

Amend Overall Invoice VAT If Required

Save & Post To Accounts


Creation Date: Version:

January 2009 1 Open And View Job Details

Open And View Job Details

Check Ordered/ Delivered Quantities

Check Ordered/ Delivered Quantities

Review Notes On Job Bag

Change Price On Job Bag If Required

Read Job & Production Notes

Any Posted Costs Require Investigation?

YES

Contact Dept Head To Resolve

Any Extra Costs Still Unconfirmed?

YES

Production Manager To Decide

Review Estimated vs Actual Costs

Review Outwork & Purchasing Costs

Raise Sales Invoice

Print & Post To Customer

Print Second Copy For Account Dept

Account Department Re-Enter Invoice

Business Process With TharsternSQL

Amend Price If Required

Current Business Process

Filter All Jobs Finished But Not Invoiced

Run Off Cost Sheet For Job

Sign Off & Place In Job Bag

Raise Sales Invoice

Is There A ProForma Invoice?

NO

YES Use Proforma Invoice Detail

Check Main Details, Save & Print

Filter All Invoices At Invoiced Status

Account Department Open Invoice

Check Main Details

Is There A Query On Invoice?

NO Print & Post Invoice

Transaction Posted To Sales Ledger

Š2009 Tharstern Ltd

YES

Customer Services Resolve


Creation Date: Version:

January 2009 1 Enquiry By EMAIL

Enquiry Via TELEPHONE

Enquiry By SALESPERSON

Enquiry By EMAIL

Enquiry By WEB SITE

Enquiry Via TELEPHONE

Enquiry By SALESPERSON

Details To Estimator

Details To Estimator

Create New Estimate

Copy Old Estimate

Add Customer Detail

Change Required Job Detail

Define Markup

Current Business Process

COPY

NEW Select A Product Template

New Estimate

Copy Old Estimate

Enter Customer & Quantity

Enter Customer & Quantity

Change Required Job Detail

Change Required Customer Detail

Review Cost Calculations

Manually Create Customer Communication

Email To Customer

Estimate Type Required?

TEMPLATE

Verbal Provide Price

Printout & Post Estimate

Follow-Up & Negotiate On Price

Business Process With TharsternSQL

Add Section Detail

Enquiry By PRINT MANAGEMENT

Enquiry By E4PRINT RFQ

Load Components From Library

Manually Create New Paper Line Section Detail

Change Required Customer Detail

Review Cost Calculations

Customer Sell Band/Job Type Markup Applied

Review Mark-up/ Value Added/ Net Profit/Matrix

Customer Communication Auto Generated

Review Markup Achievable Email To Customer Customer Services To Process Order

Obtain Purchase Order Number

YES

Can We Accept Work At Margin?

NO

Verbal Provide Price

Printout & Post Estimate

Process Stop Follow-Up & Negotiate On Price

Review Markup Achievable

Customer Services To Process Order

Š2009 Tharstern Ltd

Obtain Purchase Order Number

YES

Can We Accept Work At Margin?

NO

Process Stop


Workflow