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COA Template/Software

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Posted 20 June 2017 - 04:34 PM

Hello -


I was wondering if anyone had any good templates or maybe even a software suggestion to create COA's used to send out to customers. Just looking for a better option that starting in Word or Excel from scratch.


Thank you for any assistance you may be able to offer.


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Posted 22 June 2017 - 05:31 AM

Before you go into automation for data entry, you have to ask your self: how many transactions you do a day.... meaning does it justify to go into a system?

If you exceed hundreds of transactions, then its best to go to your ERP provider and create a template with a terminal to answer each question towards each product/transaction in order to generate automated reports. Consult with your ERP provider...

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