...
...
...
...
Sales
...
Add “Default Project Task”
Order Process
Convert Sales Quotes to Orders
Converted from Sales Quotes on the Opportunity
...
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
Ship Parts & Supplies from Warehouse Phase 1
Create Shipment
Post Shipment
Print Packing Slip
Sales Order Related List in Project
Shipment
Invoices
Create Phase 2 Sales Order
Add Parts & Supplies to Sales Order Lines
Update Labor Line = Special Order
Create Purchase Order
Same Process as above
Phase 1 - Parent Sales Order
PostsSupplies
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 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
Sales Orders Configuration
Add “Default Project Task”