Sales Order Process
Convert Sales Quotes to Orders
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 = $4,500.00
Description: Install 5 Posts, Install 40ft of fence, Includes Labor
Residence 2 Example:
Item: Home Fence = $2,500.00
Description: Install 1 Post, Install 10ft of fence,, Includes Labor
Phase 1 - Ship Parts & Supplies from Warehouse
Create Shipment from Parent Sales Order
Post Shipment
Print Packing Slip
Create Phase 2 Sales Order
Add Parts & Supplies to Sales Order Lines
Update Labor Line = Special Order
Create Purchase Order
Same Process as above
Phase 1 - Parent Sales Order
Supplies
Labor
Install Posts
When a project is sold, they post job openings
Use 3rd Party Service Crew
They use 5 different vendors for services
Pre agreed upon labor price
Insert Requistiion
Send PO to 3rd Party
Phase 2 - Parent Sales Order
It is possible they need to update the quote order at this time.
Sometimes they will change the quote
Sometimes they won’t
Extra Parts or Supplies
Labor for the remaining work
3rd Party
Order Fulfillment
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
Sales Orders Configuration
Add “Default Project Task” Field
Display Fields:
Project
Default Project Task