Invoicing & SOP

When you have a warehouse full of books, it can be tricky to keep track of what’s coming in, what’s going out and what's been sat in there for months without selling.

With Booksolve, you don’t need to worry about admin tasks associated with your warehouse, such as invoicing or credit notes. Our software for warehouses can generate invoices, credit notes, quotations, proformas and sales orders, all through our handy invoicing and SOP module.

How does Booksolve’s invoice system work for warehouses?

It can be more difficult to keep track of your warehouse stock, particularly when you can’t see it in person — it’s just numbers on a screen. Luckily, warehouse invoicing software is there to help you.

You have the ability to automatically generate invoices for items that are leaving your warehouse, but these can also be produced as a result of key events, such as stock received and dispatched.

With four warehouse invoice templates to choose from, you can customise one according to your own house style, putting your own logo and other necessary information on there. You have the ability to amend and send an invoice to anyone who has made a purchase.

How does the invoicing module link to your existing Booksolve system?

This invoicing system integrates directly with Booksolve websites, meaning any online customer orders are automatically pulled through for you to review. It also connects seamlessly with our accounting packages.

If your business operates across several branches or you have multiple warehouses in different locations, the invoicing module works hand in hand with the warehouse EDI modules, making it simple to transfer stock between locations while keeping full visibility of your inventory.

What standard operating procedures (SOP) does a warehouse need?

A SOP is a set of guidelines (or sometimes a physical, written document) that all employees must follow to ensure consistency across a business.

The procedure might outline what should be done with new stock that comes into the warehouse. Is it scanned into the system first? Where will it be located within the warehouse? What about procedures for books that are sold?

When you have such protocols in place, you minimise the risk of errors and create a smoother overall process, which is essential for a space like a warehouse, where stock could easily go missing.

Items that are just shoved onto a shelf with no order will be very difficult to find later. But if you have a SOP system, books can be organised alphabetically, by ISBN or by publisher. Choose whichever system works for you and ensure that all warehouse staff understand the system too.

You’ll likely also need SOPs for:

  • Inventory management

  • Processing and picking

  • Packing and dispatch

  • Returns.

Enquire about our invoicing module for warehouses today

Choose only the best warehouse invoice software with Booksolve. Contact us today to find out more about what Booksolve.net can do for your warehouse.