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Master Data - Setup
Order to Cash
Projects
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One Main Project Project
One Parent Sales Order
Child opportunities for each residence
Each Child will have their own
Quote
Invoice
Kits - Includes all the labor, components, etc
$0 Parent $0 Parent Sales Invoice
Children Sales Quotes - One for Each Residence
One Line includes parts and labor
Residence 1 Example:
Item = Home Fence
Install 2 Posts
Install 40ft of fence
Includes Labor
Residence 2 Example:
Item = Home Fence
Install 1 Post
Install 10ft of fence
Includes Labor
Children Sales Orders - One for Each Residence
Children Sales Invoice
WH Shipments
Phase 1
Install Posts
Use 3rd Party Service Crew
Send PO to 3rd Party
Phase 2
Finish Fence
Uses a different crew from Phase 1
Internal Crew or 3rd Party
Possible they need to update the quote order at this time.
Sometimes they will change the quote
Sometimes they won’t
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Sales Quotes
Sales Orders
Order Fulfillment (Picking & Shipping)
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Financial Accounting
Current State
Multi-Home & Single Home Project
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One Project
One Parent Sales Order
Kits - Includes all the labor, components, etc
$0 Parent Sales Invoice
WH Shipments
Phase 1
Phase 2
Possible they need to update the quote order at this time.
Sometimes they will change the quote
Sometimes they won’t
One main opportunity
Child opportunities for each residence
Each Child will have their own
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Quote
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Payment Terms
Payment Terms
Prepayment/1st deposit = 50% of the quote.
This becomes the first invoice
After 50 days it becomes non refundable
There are other payment terms
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Future State Recommendations
Projects
An Idea:
Reporting Requirements
Purchasing
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