Daily Tasks
Master the routine business operations that keep your organization running smoothly. This section covers the most common tasks you’ll perform regularly in BigLedger.
Pricing & Financial Operations
Manage your pricing strategies and financial processes:
Create and manage flexible pricing schemes for different customer segments
Maintain comprehensive price lists and manage pricing updates
Advanced pricing configurations and bulk price management
Transaction Processing
TODO: Add comprehensive transaction processing guides
Common daily transaction tasks include:
- Sales Order Processing - From quote to fulfillment
- Purchase Order Management - Vendor orders and receiving
- Invoice Generation - Customer billing and statements
- Payment Processing - Cash receipts and bank deposits
- Expense Recording - Business expense tracking and approval
Inventory Operations
TODO: Add daily inventory management tasks
Regular inventory tasks:
- Stock Level Monitoring - Track inventory levels and reorder points
- Receiving Goods - Process deliveries and update stock
- Stock Transfers - Move inventory between locations
- Cycle Counting - Regular inventory accuracy checks
- Adjustments - Handle discrepancies and losses
Customer & Vendor Management
TODO: Add customer and vendor daily operations
Routine relationship management:
- Customer Inquiries - Handle quotes and information requests
- Order Status Updates - Track and communicate order progress
- Vendor Communications - Purchase orders and delivery coordination
- Account Maintenance - Update contact information and terms
Key Learning Objectives
After completing this section, you will efficiently handle:
- ✅ Pricing updates and customer-specific pricing
- ✅ Daily transaction processing workflows
- ✅ Inventory monitoring and adjustments
- ✅ Customer and vendor interactions
- ✅ Regular reporting and data maintenance
- ✅ Exception handling and problem resolution
Daily Workflow Checklist
Morning Startup Tasks
- Review overnight orders and transactions
- Check inventory levels and alerts
- Process urgent customer inquiries
- Review system notifications and alerts
Core Business Operations
- Process new sales orders
- Handle purchase order approvals
- Update pricing as needed
- Manage customer payments and receipts
- Coordinate with warehouse/fulfillment
End-of-Day Tasks
- Review daily transaction reports
- Process pending approvals
- Update customer communications
- Prepare next-day priorities
- Back up critical data changes
Efficiency Tips
Time-Saving Shortcuts
- Batch Processing: Group similar transactions together
- Templates: Use templates for recurring transactions
- Automation: Set up workflow automation where possible
- Keyboard Shortcuts: Learn navigation shortcuts for speed
- Favorites: Bookmark frequently used screens
Quality Controls
- Double-Check Critical Data: Verify important numbers before saving
- Regular Reconciliation: Match BigLedger data with external sources
- Error Prevention: Use validation rules to prevent mistakes
- Audit Trails: Maintain proper documentation for changes
Productivity Tip: Establish consistent daily routines. Most successful users process similar tasks at the same time each day to build efficiency and reduce errors.
Performance Metrics
Track your daily task efficiency:
| Metric | Target | How to Measure |
|---|---|---|
| Order Processing Time | < 10 minutes per order | Track from receipt to entry |
| Pricing Update Speed | < 5 minutes per item | Measure price change time |
| Data Entry Accuracy | > 99% | Monitor error rates |
| Daily Transaction Volume | Baseline + 10% | Count processed transactions |
Integration with Other Sections
Daily Tasks build upon:
- Basic Operations - Uses items and documents you’ve configured
- Administration - Leverages user permissions and system settings
- Reports & Analytics - Generates data for analysis
Daily Tasks feed into:
- Best Practices - Apply optimizations to routine work
- Troubleshooting - Resolve issues that arise during daily operations
Common Scenarios
High-Volume Days
- Preparation: Review staffing and system capacity
- Prioritization: Focus on critical transactions first
- Monitoring: Watch system performance and user productivity
- Contingency: Have backup processes ready
Month-End Processing
- Financial Close: Complete all month-end transactions
- Reconciliation: Match all accounts and resolve discrepancies
- Reporting: Generate monthly reports and statements
- Review: Analyze performance and plan improvements
Getting Help
For daily task questions:
- In-App Help: Use the ? help system on any screen
- User Manual: Reference specific procedure documentation
- Team Lead: Consult with experienced colleagues
- Support: Contact technical support for system issues
Next Steps
Once you master Daily Tasks:
- Administration - Learn system configuration and management
- Reports & Analytics - Analyze your operational data
- Best Practices - Optimize your daily workflows
Efficiency Milestone: You’ve mastered Daily Tasks when your routine operations become automatic and you can handle unexpected situations confidently.