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Create Project
Name Project
Project Topics to review in a later meeting
Accounting
Project Health
Project Budget Summary
Tasks
Create Sales Orders
Parent Sales Order
INSTRGFKITGTGP77
INSTRGFKITGTNYPAN7FT
Question: Do you set the price to $0 at this point?
We will review tax at a later meeting.
Customer #1 Sales Order
Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak 6'11" New York
Add Order Note
Customer #2 Sales Order
Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak 6'11" New York
Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak Gate
Add Order note
Parent Sales Order
Explode BOM
Refresh page if necessary
Edit
Update Labor Line = Special Order
Insert Requisition
Creates Purchase Order for Labor
Review Related List in Project:
Purchase Orders
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Note: We will review warehouse inventory, etc in a future meeting
Create Shipment
Note Allocated Quantities
For this example everything isn’t available
Post Shipment
Print Packing Slip
Create Invoice
Let’s review the $0 invoice
Post Invoice
Review Related List in Project
Shipment
Invoices
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