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Main Time Information
Color Code: Yellow
Created By: Shannon Scoffield
Created Date/Time: 5/19/2014 2:23 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 2179
Template/Type: Other Documentation
Title/Caption: List for a Customer's Project
Start Date: 12/17/2010
Main Status: Active

click to enlarge - photo by: Shannon Scoffield -
 
 


Notes:
List for a customer:
• Daily sales and profit report
o Multi corp
o Dashboard interface
• Promotion codes tied to customers
• Alerts, emails, and text messages (alert system)
• Goal tracker
o Sales and dollars
• Cash drawer reconciliation
o Take off location place holder (petty cash)
o Make it interactive with deposits and e/r’s
• Tips…
o Cc authorization and approvals
• Variable session time outs per user
• Add customer type to the daily/weekly report
• Add quantity totals to daily/weekly report
• Fully interface for paying PO’s and E/R’s