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Order to Cash
Projects
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One Main Project
For Example:
Hickorywood Farms Subdivision 10 House Fences
Children Sales Invoice
WH Shipments
Phase 1
$0 Parent Sales InvoiceInstall Posts
One Parent Sales Order
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
Sales Quotes
One Parent Sales Quote
6 Fence Posts = $0
2X2 Wood - 6 Foot = $0
2X4 - 4 Foot = $0
Total = $0
Children Sales Quotes - One for Each Residence
One Line includes parts and labor
Residence 1 Example:
Item = : Home Fence = 4,500.00
Install 2 Posts
Install 40ft of fence
Includes Labor
Residence 2 Example:
Item = : Home Fence = 2,500.00
Install 1 Post
Install 10ft of fence
Includes Labor
Sales Orders
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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
Sales Quotes
Sales Orders
Order Fulfillment (Picking & Shipping)
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Converted from Sales Quotes
Sales Invoices
Payment Terms Options
Prepayment/1st deposit = 50% of the quote.
After 50 days it becomes non refundable
There are other payment terms
Parent Sales Invoice
$0
Children Sales Invoice
50% Prepayment for each Residence
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Order Fulfillment
Supplies
Labor
Work Orders
Inventory Management
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Future State Recommendations
Projects
An Idea:
Reporting Requirements
Purchasing
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