Basic Assignments
 
Options & Settings
 
Main Time Information
Color Code: Green
Created By: Shannon Scoffield
Created Date/Time: 7/31/2013 7:51 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 91
Template/Type: Daily Tasks
Title/Caption: Daily Tasks
Start Date: 4/8/2010
Main Status: Active

click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
 


Notes:
• Went in to a company and did a demo for the manager, the owner, the owner’s wife and another associate. Lots of questions and a great meeting. As far as the demo, I only got to show a very small part of the system. We went over PO’s, parts and shopping cart. I was also able to show them the pre-built customer web pages. We spent a lot of time talking concepts and actual flow. We also went quite heavily into barcode reading and point of sale stuff. We ended the meeting and they said a verbal “GO”. I promised them a quote and a hardware recommendation list. Good stuff. 10 miles.
• Went out to Poncha to meet with a customer. We started working on their bank balances and such. Good meeting and we covered deposits and expense/receipts. We used lots of advanced searches, verify options and bank reconciliation stuff. We also spent about 20 minutes talking about history and future of adilas. 5 miles.
• Research on thermal transfer receipt printer.
• Worked on some barcode stuff.
• On the phone with Steve going over a request for the customer log report. We also talked about barcodes and both of our successes today.
• Went in to town and worked with a customer on adilas stuff. We did balance sheet stuff; flex grid stuff, customer logs, corp-wide settings, banks, etc. Great meeting. 10 miles.