January 16, 2025 Meeting Notes

Key Topics Discussed

1. Bin Management & Warehousing:

   • The initial implementation will only include three bins: Receiving, Warehouse Storage, and Staging.

   • Delayed implementation of detailed bin tracking until the team is ready (stage two).

     • Future tracking should include capturing the exact bin (e.g., mezzanine, outside) where items are stored.

   • Two warehouse locations were confirmed, with one requiring a default bin for overstock items.

     • Warehouse 1 (Del Zotto): Will use the three bins mentioned above.

     • Warehouse 2 (Ramseyville Overflow): Only requires a default bin for bulk overstock items. No detailed bin management is planned here for now.

   • Items are picked from Warehouse Storage and moved to Staging before shipping.

   • Items in Staging should not count as available inventory in the system.

   • Items shipped or picked up will need to have their statuses updated in the system for tracking purposes.

     • Orders left in Staging for extended periods (e.g., two months) should remain open until shipped or picked up.

2. Retail Sales Orders

   • Order Type field added to the Sales Order table. It defaults to “Retail” when the SO is manually created, with the flexibility to be changed by the user.

   • “Print Retail SQ” button added to the Sales Order table to generate a quote document for the customer, without the need to create a Sales Quote.

     • Eric to review quote document and markup changes for GF to implement

   • Retail orders that are canceled before payment can be deleted.

   • Orders with payments should remain in the system, marked as Closed, and retain any associated records.

   • Addition of a status bar for visual tracking of sales order progress.

3. Account Record Types:

   • Rename “Customer Group” to Parent Project to align with terminology used in their workflow.

     • Each Parent Project will be linked to associated child accounts (are child accounts Person Accounts?)

   • Renaming “Person Account” to “Snow/Lawn Maintenance.”

   • Add two new record types: Retail Customer and Retail Contractor.

     • Retail Customers are general consumers (e.g., DIY buyers, website orders).

     • Retail Contractors are bulk purchasers who qualify for pricing discounts.

4. Sales Pricing Logic:

   • Raw Materials have a minimum 70% markup on the last paid landed cost.

   • Certain categories have higher markups (e.g., small fittings may have a markup of 120%).

   • Eric wants the ability to update pricing for categories of items in bulk rather than adjusting prices individually.

   • The system should allow for simple adjustments to markup percentages and calculate sales prices dynamically based on the last paid landed cost.

   • Discount Tiers:

     • Retail Contractors have three levels of discounts:

       • Preferred: 25%.

       • Established: 22%.

       • Contractor: 20%.

     • These discounts are applied to the standard price of items sold to contractors.

     • The discounts % change from time to time. Fencescape needs to have the flexibility of modifying as needed.

   • Automate the creation of sales price record

   • Proposal to automate the creation of sales price records based on percentages of the standard price.

   • Discussed potential for triggers or system-level changes to automate sales price adjustments.

5. Retail Sales Order Kit Items and Bill of Materials (BOM):

   • Agreement to display both kit items and their components, with the ability to edit the components.

     • On sales orders, display both kit items and their components. The components should show individual prices derived from their BOM, while the kit item serves as an informational header.

   • Customizations needed for sales pricing logic based on the extended price of BOM components rather than the top level Parent Item.