Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Sales Order Process

...

Example Orders on Project

  • One Parent Sales Order

    • General Fence Kit #123 (BOM)

      2X4 - 4
      • 6 Fence Posts = $0

    • 2X2 Wood - 6 Foot = $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 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

    • 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

...