Sales Order Process
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Converted from Sales Quotes on the Opportunity
Example Orders on Project
One Parent Sales Order
General Fence Kit #123 (BOM)
6 Fence Posts = $0
10 6-Foot Wood = $0
6 4-Foot = $0
Green Fence Kit #456 (BOM)
10 Green Fence Posts = $0
4 Green 6-Foot Wood = $0
2 Green 4-Foot = $0
Installation Labor = 150 hours
Parent Sales Order Total = $0
Children Sales Orders - One for Each Residence
One Line includes a single item in GoldFinch that represents parts and labor
Residence 1 Example:
Item: Home Fence = 4$4,500.00
Description: Install 2 5 Posts, Install 40ft of fence, Includes Labor
Residence 2 Example:
Item: Home Fence = 2$2,500.00
Description: Install 1 Post, Install 10ft of fence,, Includes Labor
Phase 1 - Ship Parts & Supplies from Warehouse
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Create Shipment from Parent Sales Order
Post Shipment
Print Packing Slip
Sales Order Related List in Project
Shipment
Invoices
Create Phase 2 Sales Order
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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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