Overview
The Production scheduler let’s YAKTA team schedule their Sales and production on a Weekly basis.
Navigation
Production Week Setups
Production Scheduler
Start Date is default to the first date of the previous week.
No. of Weeks is default to 8
Users can change both fields and then update.
The first 2 columns display Opportunities in Commitment or Closed Won statuses but not yet scheduled.
Users can move opportunities to any week.
Total Amount for the week will be updated, and Leftover will be calculated based on Goal - Total Amount.
If Leftover < 0, the header’s color will be changed to orange.
Once an opportunity is scheduled (Production Scheduling Week is filled in), the Opportunity cannot be moved back from Commitment or Closed Won.
User Interface
Any Opportunity in “Commitment Stage” without Production week and Sales Order will show in “Commitment ( Not Scheduled)” Section
Any Opportunity in “Closed Won Stage” without production week and Sales Order will show in “Closed Won, Not Scheduled” Section
Any Opportunity with Production week and Sal
Card Colors Conditions
If Synched Quote stage = “ Sent to Dealer” and “Sales Order is not created” then Card Color = “RED”
If Synched Quote stage = “ Approved by Dealer”, and “Sales Order is not created” then Card Color = “YELLOW”
If Synched Quote stage = “ In Production”, or “Sales Order is created” then Card Color = “GREEN”
If Synched Quote stage = “ Order Received ”, then Card Color = “WHITE”
Currency Filter
The opportunities can be filtered based on selected currencies (USD, CAD and Mixed Dollars). The Selection of currency will show you the opportunity which are in that selected currency.