Part 4-Organizing Your Embroidery Business To Run Smoothly-Shipping & Invoicing Information
In Part 1 of Organizing Your Embroidery Business, I talked about organizing your information that you use in running your embroidery business. In Part 2 I l talked about your customers design information. In Part 3 I talked about your Production process. In Part 4, I will go over the information for Shipping and Invoicing
The completed order, customers order form and production form goes to shipping. The shipping information is added to the production form. This shipping information includes the weights of boxes, shipping costs and time allowed for this process. The packing slip is filled out with all of the items listed that are being shipped to the customer. A copy is then made of the packing slip and attached to the production form and customers order. These forms are all sent to billing.
The person doing the invoicing pulls the original customer order and uses the production form to do the invoicing. The production form is then detached and goes back to the production supervisor to be analyzed and see what could or should have been done or what other method could be used to save time and money.
These forms are very important. The original customer order is attached to the invoice created and filed in the accounts receivable drawer. After payment has been received, the paperwork is then filed in a paid file drawer or cabinet inside of the customers file by order number or date.
Organization is not hard, but it does take some time and thought. You need to go through each process of your particular business and put an organization plan together. If you take the time to get fully organized, staying organized is very simple and you will save time in your total business operation.
I hope that this series on Organizing Your Embroidery Business has been helpful. I would like to hear from you about any areas of your business that are troublesome for you to organize.
Joyce Jagger
The Embroidery Coach
Part 3-Organizing Your Embroidery Business To Run Smoothly-Production Information
In Part 1 of Organizing Your Embroidery Business, I talked about organizing your information that you use in running your embroidery business. In Part 2 I l talked about your customers design information. In Part 3 I am going to talk about your Production process.
The first step of my production process is to log in the job on the log in form, make a list of new artwork that has to be created and either gives that to the person that creates the artwork or sends it out to the digitizer. If I have to order anything for the project, I do so and put a copy of the original customer order in a plastic sleeve and hang it in the receiving area waiting for the goods to come in. A production form is filled out with the customer and job information on it that follows through the entire production process. The original order is placed into the customers file folder in the office. I connect that order and the production form with the goods when they arrive.
After the design is ready, I place that with the order and it is then placed onto a shelf ready for hooping. If you have employees, it is best to have at least one job hooped ahead of time. This creates a smoother and faster production flow. When I had my large embroidery business, I have all of the jobs hooped the day before they were placed onto the embroidery machines. I had 24 dozen hoops of the most popular sizes (12 centimeter and 15 centimeter) so that this was possible, unless the order sizes were larger than 24 dozen. Sometimes this was the case, but at least the first 24 dozen pieces for the job was hooped ahead of time.
At the time for embroidery, the baskets of hooped garments are moved to the embroidery machine area and the machine operator can start the embroidery process. The design is loaded into the machine by whatever process you use to get your designs into the machine. The garment are then loaded onto the machine and embroidered. After they are embroidered, they are removed from the machine, unhooped and placed into another basket or bin and moved to the trimming area.
The trimmer will trim, steam, fold and pack the garments ready to be shipped. In a large business this will be more than one person. You will have a person that trims and steams and another one that will fold and pack the garments ready for shipping.
The production form is filled out by the operator with all of the information about each process as it passes through production.
Part 4 of Organizing Your Embroidery Business will be about shipping and invoicing procedures.
Part 2 Organizing Your Embroidery Business To Run Smoothly-Design Information
In Part 1 of Organizing Your Embroidery Business, I talked about organizing your information that you use in running your embroidery business. In Part 2 I will talk about your customers design information.
I have all of my design or digitizing information in a separate drawer than I do all of the information that applies to the applications and how to run my embroidery business. This keeps a separation and keeps it a little more organized and not so confusing.
As far as paperwork and disks, I have always kept the disks that are applicable to the job in the same envelope as the paperwork. Today, for many machines and computers, the disks are now obsolete. In this case you must keep your designs in a customer folder on your computer using exactly the same name or ID number that you use on your customer design order form and design worksheet. All of your design information and blank goods information is kept in the same folder for the finished job.
After the job is completed, all of the paperwork that has been used and created to do the job is then placed into a catalog envelope along with the disk, if this is applicable, and filed by number into a file cabinet. In a small business, you can file them by alphabetical order, but this does not work in a larger one. In a larger business, you must file them by order or ID number in a file drawer by customer.
To save space and avoid file cabinets, all of the job information can be scanned and kept on your computer inside of the customer’s folder again by job number. When a re-order comes in, have all of the information printed out, placed in the job folder and connected with the garments and design ID number. I never have to guess on a re-order using this method of organization.
In Part 3, I will talk about the Production Organization.
