19 Mar Streamlining Billing with Linked Contact Records in DOit ERP

In the fast-paced world of pharmaceutical logistics, efficiency is everything. Managing multiple locations and their associated billing records can become a complex challenge for finance teams. That’s where DOit ERP’s Linked Contact Records feature, also known as “Umbrellas”, comes into play. This powerful tool ensures seamless invoice processing by linking shipping locations with their respective billing offices, reducing errors and automating key financial processes.

Why “Umbrellas” matter: When a pharmacy or distributor has multiple locations but requires invoices to be sent to a centralized billing office, manual data entry can slow down operations and introduce costly mistakes. By using the Linked Contact Records feature, DOit ERP eliminates this friction, automatically pre-filling the correct billing details whenever a sale is created. This not only saves time but also enhances accuracy, ensuring that payments are processed smoothly.

Creating an “Umbrella” is a straightforward process in DOit ERP. Here’s how you can do it in just a few steps:

Access the Contact Record and open the contact record for the location where products are shipped that requires a linked billing contact and click the yellow sun icon.

Find the Billing Contact and a pop-up window will appear where you can search for and select the appropriate billing contact.
Set the contact as Billing to establish the invoicing link and the contact as Shipping if needed.

Click Add to save the relationship.

Check the box to designate this contact as the Billing entity for the Ship-To record.

Once this linkage is established, DOit ERP automates several key functions:

• When a sale is created for the Ship-To account, a “Linked Central Billing” badge appears, indicating that invoices will automatically be sent to the correct billing entity.
• The Bill-To field is auto-populated based on the designated billing contact, reducing manual entry and potential errors.
• The Linked Central Billing badge is visible on shipping and invoice records, providing clarity without affecting printed system reports.

By implementing Linked Contact Records, businesses in the pharmaceutical sector can streamline financial workflows, ensuring invoices reach the right department without unnecessary delays.

This feature optimizes operational efficiency while maintaining compliance, a critical aspect in an industry where accuracy is paramount.

Ready to improve your billing process? Start using Linked Contact Records today and experience the power of automation.