Best Practices

Before the month end:

- Confirm your receipts on a schedule (weekly, bi weekly, etc.).

             - BUT make sure you confirm all receipts by the month end.

-Verify that all Agency Pickups have been cleared (maybe put a Reminder on PWW near the month end telling Agencies that all pickups must be entered by the end of the month).

- Verify all orders that have been picked up are marked Confirmed. You can sort/filter by pickup dates and look for anything that's still outstanding for the current month.  You can create any report you want for this. The report I created was using just Order and checking: Confirmed Date, Pickup Delivery Date, Picked Complete Date and Reference Code.  Then I added filters: Object = Order Field = Confirmed Date and Comparison = Equal to and put a check in the Filter on Null Value  Object = Order Field = Pickup Delivery Date Comparison = Great than or Equal to and set my first date of the month and then used that same filter but changed the Date Comparison to Less than or equal to the last day of my month.  Then I saw all of the orders that aren't confirmed for that month and if they had a picked complete date I knew to check them and if they didn't have a picked complete date then I determined that since they weren't picked they coudn't have left the warehouse.

- Verify all warehouse transfers are completed and marked Confirmed.

- Verify all Food Boxes in process are completed.

- Set the Close and End Date.