OVERVIEW OF SALES ORDERS 1 - MANAGEMENT FOCUS

This video will cover the basics of Sales Orders creation and Management with Best Practices in mind.    The features shown are applicable in both systems, JobRunner and FloorManager.  Here we will focus on the physical aspects of managing the job: order the material, schedule the installers, and ultimately get the materials installed onsite.

As a companion to this article, the video for OVERVIEW OF SALES ORDER 2 - ACCOUNTING FOCUS will cover such things as cost verifying the materials and labor, billing the Customer, posting Customer payments, and associated reports.

There are additional Project Management features that are unique to the commercial version, JobRunner, that will be covered in yet another article, OVERVIEW OF SALES ORDERS 3 - JOBRUNNER FOCUS.

In both the FloorManager and JobRunner system, a Sales Order is an important document that lists all the materials and labor required to get the job done.  At this point, it is usually representing a legally binding contract.  From this Sales Order, all other documentation is generated such as Purchase Orders, Labor Work Orders, Pick Tickets, and Invoices to Customers.

Proper and timely management of the Sales Order is important as it reflects real-time progress for Project Managers.  The system tracks the status of each Purchase Orders, Labor Orders, and Accounting document.  Mission Control will reflect the overall progress of job features such as material movement.  Reports will reflect the percentage of completion, how much of the Budget has been used and what Budget allowance remains.  
 

Video  31 minutes

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• Create a Sales Order: Proposal > Transfer 
• Audit Tool checks again

Header Area 

• Header information:  Start Date, Job Description, Contract / Customer PO #

• Settings for Retainage
• Mission Status Buttons blue lights = 100% of the system functions are complete
• Unique Job Number reflects on all PO's, WO's, and AR documents

• Filters
• More Lines / Less Lines

Status Tab

• Project Management main tab
• View line-by-line or Summary fields for Material, Labor, and Accounting 

Transfer to Purchase Order

• Preferred Vendor information feeds in from the Product Catalog
• One PO per Vendor per Sales Order
• Reference number, ETA, and place the PO in "Ordered" Status
• Use Procurement Filter to find items still "Pending" or "Not Ordered"
• Once the material is ordered, the material line gets a red "O"
• "Ordered" status button turns blue once all material requirements are fulfilled

Transfer to Labor Work Order

• Blue Labor lines display by default
• Clear default Filter to capture all job lines (even those without labor)   
• Assign Subcontractor / Installer 
• Assign Install Date
• Print WO with or without costs
• "Work Order" status button turns blue once all labor lines are on an WO 
• "Scheduled" status buttons turn blue once all WO's have an Install Date
• Change WO Description to identify each WO (CPT Tile versus VCT)
• Status tab > Expanded View to see details and WO Descriptions

Receiving Material

• Can be received en masse at the PO or can be received by the item

• Each material lines get a red "A" for "Arrived"
• "Received"  status button turns blue once all material is received

Pick Ticket

• Created from the WO
• Tells Warehouse which items to pick and stage for Installer
• "Delivered" status button turns blue once material is delivered to job site

Blue Status Buttons and Mission Control

• Filter as needed
• See all jobs Blue Status Buttons review
• Budget Variance color chart

Job Mail Tab

• Attaching an Executed Contract
• Job Mail can be directed to an individual for attention