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Order to Cash

Multi Home Projects

(Will discuss Single Home Projects Later)

  • One Main Project

    • For Example:

      • Hickorywood Farms Subdivision 10 House Fences

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  • Converted from Sales Quotes

Do you want multiple sales orders per phase?

Phase 1 - Parent Sales Order

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  • 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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  • Phase 1 Parent Sales Order

    • 1st Warehouse Shipment

      • Includes Posts

    • Line Item for Labor = Special Order

      • Will need to setup Purchase Prices

    • Purchase Order #1

  • Phase 2 Parent Sales Order

    • 2nd Warehouse Shipment

      • Includes Other Parts & Supplies

    • Line Item for Labor = Special Order

    • Purchase Order #2

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