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Master Data - Setup
Order to Cash
Projects
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One Main Project
For Example:
Hickorywood Farms Subdivision 10 House Fences
Sales
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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
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
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Phase 1 - Parent Sales Order
Posts
Labor
Install Posts
When a project is sold, they post job openings
Use 3rd Party Service Crew
They use 5 different vendors for services
Installation of Fences
Pre agreed upon labor price
Send PO to 3rd Party
Phase 2 - Parent Sales Order
It is possible they need to update the quote order at this time.
Sometimes they will change the quote
Sometimes they won’t
Extra Parts or Supplies
Labor for the remaining work
3rd Party
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
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Order Fulfillment
Phase 1 Parent Sales Order
1st Warehouse Shipment
Line Item for Labor = Special Order
Purchase Order #1
Phase 2 Parent Sales Order
2nd Warehouse Shipment
Line Item for Labor = Special Order
Purchase Order #1
Phase 2 Parent Sales Order
Line Item for Labor = Special Order
Purchase Order #2
Work Orders
Inventory Management
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Future State Recommendations
Projects
An Idea:
Reporting Requirements
Purchasing
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