In the course of doing business, a customer may request that you consolidate multiple deliveries or shipments into a single invoice.
Common reasons for this are:
• The customer makes a large number of small purchases from you and you or the customer want to reduce the number of invoices that are generated.
• Your customer requires that they receive one invoice for each purchase order, and the po cannot be fulfilled with a single “no partial” shipment.
• Your customer only wants to be billed on a single date per month, or on a regular basis (ie monthly, weekly, quarterly).
Stream allows you to handle this situation using two different methods: Summary Billing and Ticket Billing. This section describes the Ticket Billing system. The Summary Billing system is described a later section of this document.
Ticket Billing allows you to “stage” shipments to selected customers in the Pending file, and to invoice those pending records to the customer either when a customer PO has been fulfilled, or at the end of a billing period.
When Ticket Billing is used, each Ticket Billing Customer is identified in the Customer Manager. The Ticket Bill for the Customer is set to Y, to indicate that the option is being used.
Ticket Billing orders for the customer are entered as normal orders (sales people need not do anything different during order entry).
When the order is completed it is automatically converted into a “shipper” (a shipper is a document that records the shipment of goods to a customer without actually billing the customer). As each Ticket Billing order is completed, a shipping document is sent to the customer with the merchandise, and the inventory delivered to the customer is recorded in the pending file.
A sale is not recorded when the shipment is made. Once the shipments for the period have been completed, or a customer PO has been fulfilled, the system creates an invoice using the open pending records for the customer. The invoice created by this process contains the line item detail for all shipments during the period and it is used to record the actual sale of the items. As the customer invoice is created, the pending records for the customer are closed out.