Sales Orders
Add “Default Project Task”
Convert Sales Quotes to Orders
Converted from Sales Quotes on the Opportunity
Example Sales Quote/Order
One Parent Sales Order
6 Fence Posts = $0
2X2 Wood - 6 Foot = $0
2X4 - 4 Foot = $0
Total = $0
Children Sales Orders- 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
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
Pre agreed upon labor price
Send PO to 3rd Party (See https://mdnusa.atlassian.net/wiki/spaces/FenceGate/pages/edit-v2/3139076100#Order-Fulfillment )
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
Order Fulfillment
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