GoldFinch to guide Fencescape Team how to create projects
Create Project & Orders
Create Project
Name Project
Project Topics to review in a later meeting
Accounting
Project Health
Project Budget Summary
Tasks
Create Sales Orders
Parent Sales Order
INSTRGFKITGTGP77
INSTRGFKITGTNYPAN7FT
Question: Do you set the price to $0 at this point?
We will review tax at a later meeting.
Customer #1 Sales Order
Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak 6'11" New York
Add Order Note
Customer #2 Sales Order
Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak 6'11" New York
Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak Gate
Add Order note
Parent Sales Order
Explode BOM
Refresh page if necessary
Edit
Update Labor Line = Special Order
Insert Requisition
Creates Purchase Order for Labor
Review Related List in Project:
Purchase Orders
Process Initial Customer Payments
Customer #1 Sales Invoice - Initial Payment
Let’s review options for payments
Customer #2 Sales Invoice - Initial Payment
Review Related List in Project
Invoices
Ship Parts & Supplies from Warehouse Phase 1
Note: We will review warehouse inventory, etc in a future meeting
Create Shipment
Note Allocated Quantities
For this example everything isn’t available
Post Shipment
Print Packing Slip
Create Invoice
Let’s review the $0 invoice
Post Invoice
Review 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
Complete Project
Update Project Status
Update Completion Date