all data is live and searchable
|
Basic Assignments
|
Options & Settings
|
Main Time Information
|
||||||||||||||||||||||
|
|
|
Yellow
|
|
||||||||||||||||||
|
Photo/Image Count: 17
|
||||||||||||||||||
|
||||||||||||||||||
|
|
|
Notes:
|
|
Scan 54 & 55 – Invoices – Payments – Deposit Line Items Invoices – Payments – Deposit Line Items Known Issues: 1. Need a received checkbox on each payment 2. Need a date received on each payment 3. Need to know what deposit the payment was on a. Old data may not have link to payment and/or invoice 4. Deposits are very loose right now a. Still need ability to be loose b. Need to tighten up sales or field deposits c. Must require an invoice or payment to deposit 5. On invoices – link back to deposits and show flag if payments have been deposited 6. Receivables will be run off of payments not yet received and invoice not masked “all monies”. This is a double check in ways. 7. What about invoice that are marked “all monies” but don’t have all the payment, mismatch on numbers, or still has outstanding payment. Maybe a special search or flag. 8. Along the way (A/R path) need to record progress – invoice, deposited, verified, posted. 9. Need to deal with other possible deposits such as: a. Deposit or special order; Deposit on existing inventory, Refunds (taxes, purchases, inventory), credit (discounts or pay early), shareholders, loans, donations, sales (assets, inventory, services) 10. What about different deposits. Say you get $25 for an invoice but then bought something out of petty cash for more than you had and had to borrow from the cash drawer? 11. Do we need to track by invoice and deposit or payment id and deposit line item id? Both – main numbers for humans and id numbers for computers. 12. Add customer’s name on deposit line items. Scan 61 & 62 – Invoices, Shopping Carts, PO’s Invoices, Shopping Carts, PO’s: - Go to page automatically - Java script jump menus - Skip the “go” button - Special – limited o Corp-wide setting for invoice limited format - Edit invoice line items & PO line items o Not updating the main corp-wide setting - Back Orders – Dup Invoice o Auto – see split invoice – also PO’s - Sigs – per packing slip or amt invoice o Corp-wide o Quotes o Normal invoice o Limited format o Mini version - Ability to price multi items by customers purchases (last) o Maybe have a custom pricing permission o Ended up doing the advanced add to cart o This could also open up the price field on parts homepage item (1-many from parts to customers) and view parts pages. Also advanced search results page. o Corp-wide setting o Open price field before adding line - Left & Right on remove – shopping cart vs. invoices – may need to standardize - External PO #: do you need a PO # on your invoices o Make it very visible and part of the flow o Customer PO’s on invoice o Standing out – corp-wide setting o Pull it out in the middle o Have a corp-wide setting for the verbage of what to call it. Have another one to hide/show the option o Needs to go to quotes as well - PO’s need 4 dates o Start o Ordered (optional) o Ship o Received o Bill or pay (due date) - Corp-wide setting for show/hide on tax category on printable invoices - Corp-wide setting – special notes per line item on invoices and PO’s o Similar to a line item and a new line item for verbage - Surgery on an invoice – be able to split invoice o Invoice quick edit or invoice master edit o “invoice” based Shopping Cart o Old qty o New qty o Original – new back order or split o Next or forward o Corp-wide setting - On 1-many between parts and customer and parts and vendors o Select cust o Show everything that tied to cust o Sort by most activity o Show (might need to adjust layout and fields) • Qty on hand • Our part • Their part • Qty to add • Current price • Last price (non-editable) • Cost (non-editable) • Contract price • Profit per line that gets figured on the fly o If customer is set in cart, check for 1-many to parts. If yes, show special link to all items - Maybe add a permission that allows open adding to carts, quotes, and invoices. This would open up fields like price, qty, description, and tax category all at once. Advanced add to cart. - Ordered, promised, and qty on hand. Quick report – what do I have where? Scan 70 – Outstanding PO’s Outstanding PO’s – grab current and past ones - Select – sum po amt - From PO’s - Where core = o PO paid = 0 o PO date <= use date o Grab list o See if any payments have been made o Grab a list of PO’s to exclude o See if any other PO’s have been paid on after the use date that aren’t in the exclude list. Scan 71 – Stock/Units Stock/Units: - 1 = vin - 2 = stock year - 3 = make name - 4 = sub inventory type - 5 = model - 6 = miles - 14 = title and registration o Cust address o Cust city, state, zip o Cust county - 15 = owners name o Owner’s address o Owner’s city, state, zip - 15a = gda - 18 = seller name o Miles 2 - 20 = trade year o Trade make o Trade vin o Additional trades (yes/no) - 21 = sale price o Less trade o Fair market o Taxable amount o Tax o Late tax o State tax o Amount of tax due - 21g = tax paid to state - 22 = salesperson name o Salesperson date - 23 = customer name o Customer date Pre-check semi Trailer type semi Scan 87 – Invoices Invoices with all info – sale, price, etc. Parts – we already what we are selling, we may or may not have that item assigned to our store. Customer gives us a down payment in order to complete the invoice we have to have it in inventory. This POS’s a problem – (ops, arc) Incoming money: - Deposit on – special order - Deposit on existing “inventory” - Refunds – Taxes, amounts, purchased, inventory returned - Credit – on accounts we pay early or for doing so – like sales tax - Shareholder – investments - Loans – from banks - Donations – if your non-profit or sponsorship - Sales – Assets or lnv or Services Who I am? Where I am? What I want? – Great way to think about it. Scan 91 – Invoices Invoice – Salida (create) - Invoice - A/R – can do deposit from this page - Deposit Home - Payroll Scan 106 – Buying & Selling Processes Selling/Offering: - Product or service - Quote - Invoice o Revenue Statement o Contract to sell - Payment received o Mini loop that may occur - Deposit - Posted (done) Buying/Wanting: - Product or Service - Expense Quote Thing o “order” – Expense Request – (contract to buy on pay) • PO • Payroll • Inventory • Bill/statement • Reoccurring • Reimbursement - Receipt - Payments Made o Mini loop that may occur - Withdrawal - Posted (done) Scan 134 – -New permission for consulting “monitor quantities” on parts -Add a saleprice option for trailers and toppers. Also add description counters Reverse mark-up options – they got to enter what they want or make • Mark-up vs. • Profit percentage -Maybe make this a corp-wide permission and educate them on the difference between the two – maybe some java script to help with calcs and reverse calcs. -Parts begin homozanus like milk, water, steel, wood, bolts, pile of things -Quantitative ye non vendor specific – bulk, generic, pile, general, transparent, group, school, pack, case, lot, special -Non-vendor specific PO’s: -Special PO – special selected, vendors, mixed vendors, bulk or grouped items -On the search for general PO’s – make them choose a vendor and then display matching parts. Scan 135 – Questions & Answers Questions & Answers Continued: 3. Continued - Send a price & availability Quote - Send part # & description. o This may be a generic “here is what I want” request o You may or may not want the vendor part numbers on it - Get quotes back from vendors - Compare numbers and create multi PO’s if necessary (different vendors) o This includes comparing locations of where the products are - Gather in the products o This could be pick-up o Wait for shipping o Whatever - (Morning meeting – communicate what needs to be done) - Sales of the day (what is needed – date range) o Order # o Quick list o Qty ordered (their order) o Qty on hand o Qty on order (our incoming order qty) Scan 136 – Parts Your Part: Ref Num: Vendor: Main PO: - Line Items o Parts Notes: - Start an invoice from a specific customer - Multi-decimal - PDF or PO’s - Hide line items on PO’s - Sort line item on invoice & PO’s - Order – Request PO - Multi-part ref. chart - Add a part reference – special line item part - Corp Settings for special line items - Own little world on special line items – this includes show/hide and the ability to add custom unlimited parts Scan 139 – Drop downs – st verbage for 30, 60, etc. Lookout – late fees Searchable “invoice” field to see who we need to print and mail invoice – currently have to type text into name field. Email options – flex grid: - Occupancy date - Vacate date – able to enter advance date Edit statement to fit in envelope. Why printable, printer friendly, then print (3 clicks to get an invoice) – multipoint Last payment made date (not date of invoice it was applied to) Recurring & frequency fields (searchable) Balance due Have following fields that we can select from customer list (or somewhere). Need to see entire customer list – which would allow us to check everyone that has a unit without having to go into different parts of the system, figure out if missing someone because they prepay or pay quarterly etc. Would also allow us to catch anyone that doesn’t have billing set, vacated, etc. Recurring or invoice Customer – be able to select phone, email etc. to show Customer status Last Invoice Date Last date invoice, last payment made Balance due Occupancy date Vacate date Follow up date? /Log Above with searchable timeframes, eg Anyone with only current – less than 30 days 30+ days 60+ days Ability to invoice and/or create statement Is there a way to attach that to email. Currently if hit email in customer contact info, it does open email to that customer, but how to attach invoice/statement without saving as a pdf first. Discount applied? On going 3 mo – get 4th for whatever time frame expires Poss – set up each unit as an inventory item – tie to customer? Scan 140 – Units, Customers Units, Customer (Sketches – Please see scan in photo gallery) Scan 151 – Recipe/Builds Recipe/Builds: - 1 = dummy - 2 = build & sell - 3 = build & hold - 4 = build & build PO Types: - 1 = dummy - 2 = basic live - 3 = update - 4 = internal build - 5 = basic request - 6 = special request - 7 = special live Deposit Line Items – - Also check the remove line item code - Check the void code - Line in_out o 1 = neg or ingredient o 0 = output or final product Rework on recipes & builds: - Add in extra verbage to show what is what PO side, invoice side, mini manufacturing, just in time manufacturing - Be able to pass a valid PO number to and through the page flow, even during editing and building - Make sure that costs flow through correctly and may be added to the outcome value correctly - What about total costs, profits, and prices? - Make sure that the duplicator or multiplier field works - What about adding an item (part number) during the process - A PO must be started first, then checked for a valid build PO (PO type id = 4) - What about hidden line items on build and hold PO’s and recipes? - Be able to duplicate a PO including switching locations and PO types. - On the build prep – check for and output value - Is it too strict… just internal builds and only if an output value is used or should we open it up…??? Scan 156 – Advanced Add to Cart Advanced Add to Cart: - Price helper – price helper - Tax category – tax 1 (tax category id) edit page – hidden - Quantity – qty 1 (line quantity) edit page - Cost per – cost 1 & cost helper - Mark up – markup value & markup helper - Price per – price 1 (item price – edit page) & price 1 helper - Use Special Total – price total & price total helper o User price total 1 (Unknown price per) & use price total 1 helper o Use price total 2 (Unknown quantity) & use price total 2 helper - Discount – apply discount – apply discount type o Index 0 = value 1 = % o Index 1 = value 2 = $ off o Discount helper - When the check boxes are used… clean all fields and store the used and checked values in the helper set the focus to the discount field Scan 158 – Printable Items List To do: Add the customer type on the queue page Printable Items List: - FORM main sort by – sort - FORM quantity filter - FORM quantity filter match – quantity filter o 0 = exact o 1 = greater than > o 2 = less than < o 3 = not equal to <> o Check the show on web settings |