cKey Topics and Decisions (Sequential Order)
1. Warehouse and Bin Management
Initial Setup:
Bin tracking will remain off during go-live to simplify processes and reduce change management challenges.
Defined Bins:
Warehouse Storage: Default bin for inventory storage.
Staging Area: For items ready for shipment or processing.
Receiving Bin: To confirm quantities before moving items into storage.
Future Steps:
Bin tracking can be turned on after Stage 1 implementation.
When bin tracking is enabled, inventory moves (e.g., from storage to staging) will need to specify the source bin.
Criteria:
Bin tracking should only be enabled when the team is comfortable managing inventory with added discipline.
Picking workflows must reflect accurate bin details when enabled.
2. Sales Order and Customer Types
Record Types Added:
Parent Project: Replaces "Customer Group" for project accounts.
Retail Customer: Direct-to-consumer sales (e.g., DIY, online orders).
Retail Contractor: Contractors with tiered discounts (preferred, established, contractor).
Lawn/Snow Customer: Replaces Person Account for snow removal and lawn maintenance Customers.
Supplier: Retained as the account record type for vendors; no renaming planned.
Customer Segmentation:
Retail customers will pay full price with no discounts.
Retail contractors will have three discount levels applied to standard prices.
Clean-Up and Validation:
Tania and Patrick will review records during the clean-up process to ensure accounts are correctly categorized.
Supplier records will be validated to ensure proper association with the Supplier record type.
Flexibility:
Record types can be updated when a customer changes their relationship (e.g., switching from retail to contractor).
Parent and child record structures will continue for projects.
Future Adjustments:
The team will be shown how to create additional account record types if new needs arise.
3. Kit Items and BOM Explosions
Retail Sales Orders:
Kit items will remain visible on sales orders, with components listed for picking and invoicing.
Pricing will reflect the sum of all components in the kit.
Customization:
Users will be able to remove or adjust components after BOM explosion.
Warehouse Picking:
Pick tickets will consolidate component quantities for streamlined warehouse processes.
Criteria:
BOM explosions must preserve the link between components and their parent kit.
Picking workflows must group component quantities while retaining visibility for sales and invoicing.
4. Sales Pricing and Discounts
Discount Logic:
Discounts of 20%, 22%, or 25% will automatically apply based on the customer's pricing group.
Pricing records for preferred, established, and contractor groups will be auto-calculated during sales order entry.
Bulk Updates:
Adjusting standard prices or discounts for item categories will be discussed further to simplify updates.
Alternative Proposal:
Discounts could be dynamically calculated and displayed per line item during order entry, reducing the need for maintaining separate price records.
Criteria:
Ensure dynamic pricing logic aligns with standard price updates.
Bulk pricing updates must be seamless to avoid manual entry.
5. Retail Sales Quote Workflow
New Workflow:
A "Print Retail Sales Quote" button has been added to the sales order screen.
This eliminates the need for separate sales quote creation for retail orders.
Criteria:
Retail quotes generated from sales orders must match design specifications and be customizable.
6. Costing and Markup Logic
Current Practice:
Standard base costs are based on the last paid cost, with markups applied (e.g., 70%, 120%).
Proposed Improvements:
Automate markup adjustments when costs change.
Provide a mechanism to update markups quickly based on item categories.
Criteria:
Markup logic must align with FIFO costing but allow flexibility for adjustments based on categories.
Bulk updates for markup adjustments should be intuitive and fast.
7. Status Tracking for Sales Orders
Planned Feature:
A visual status bar (similar to the opportunity status bar) will be added to track sales order progress.
Criteria:
The status bar must provide clear visibility into stages like open, shipped, and invoiced.
8. Reporting and Pricing Analysis
Scenario:
For projects, compare actual costs (sum of components) to invoiced prices to identify underpricing or overpricing trends.
Criteria:
Reports must differentiate between raw material/component costs and final invoice totals for analysis.
Enable visibility into pricing adjustments needed across projects.
Action Items
Immediate Tasks:
Rename account record types (e.g., "Customer Group" → "Parent Project").
Finalize bin setup: Warehouse Storage, Receiving Bin, Staging Area.
Implement automated discount application for sales orders (20%, 22%, 25%).
Test the "Print Retail Sales Quote" button functionality.
For Tomorrow’s Meeting:
Finalize the process for bulk pricing and markup adjustments.
Confirm feasibility of dynamic discount and price calculation during sales order entry.
Address specific markup logic for categories (e.g., fittings vs. larger items).
Future Considerations:
Enable bin tracking after Phase 1 when the team is ready.
Automate standard cost and markup adjustments to align with updated purchase prices.
Implement the sales order status bar for improved tracking.