Back Office

The Packaging Back Office profile provides a Role Center for employees working in internal sales and order processing. It combines sales, purchasing, and production planning functions into a single workspace.

Role Center Overview

The Role Center displays activities and provides quick access to the key documents needed for daily back office operations.

Quick Access

The following lists are directly accessible from the Role Center:

Production Planning
Sales Quotes
Sales Orders
Sales Invoices
Sales Return Orders
Items
Contacts
Vendors
Customers

Create New Documents

The following documents can be created directly from the Role Center:

Sales Quote
Sales Order
Sales Invoice
Sales Return Order
Project
Packing Order
Production Order
Container Type

Posted Receipts

Access to posted documents includes:

Posted Sales Shipments
Posted Sales Invoices
Posted Return Receipts
Posted Sales Credit Memos
Posted Purchase Receipts
Posted Purchase Invoices

Additional Sections

Purchasing: Blanket orders and order suggestions
Sales: Blanket sales orders and combine shipment journal