Case Presentation Sales And Operations

Facilitated by: Praveen Kotur Lead - Business Solutions

'Metal Arts' Case Presentation - SOP and Business Operations Integration Introduction ,[object Object],[object Object],[object Object],[object Object]

'Metal Arts' Case Presentation - SOP and Business Operations Integration Sales Order Processing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

'Metal Arts' Case Presentation - SOP and Business Operations Integration Background ,[object Object],[object Object],[object Object]

What will be covered? ,[object Object],[object Object],[object Object],[object Object],[object Object],'Metal Arts' Case Presentation - SOP and Business Operations Integration

What is Sales Order Processing? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],'Metal Arts' Case Presentation - SOP and Business Operations Integration

What types of companies utilize SOP? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],'Metal Arts' Case Presentation - SOP and Business Operations Integration

[object Object],'Metal Arts' Case Presentation - SOP and Business Operations Integration . Setting up Options for SOP All discount rules are user defined in preferences

[object Object],'Metal Arts' Case Presentation - SOP and Business Operations Integration Setting up Options for SOP

[object Object],'Metal Arts' Case Presentation - SOP and Business Operations Integration . Setting up Options for SOP

'Metal Arts' Case Presentation - SOP and Business Operations Integration . Complete the General Information Entering a Sales Order All detail line items inherit data from the general tab

'Metal Arts' Case Presentation - SOP and Business Operations Integration . Add internal notes, attachments and comments Add notes for internal instructions for the shop. Add comments to print on the acknowledgement. Entering a Sales Order

'Metal Arts' Case Presentation - SOP and Business Operations Integration . Entering a Sales Order

'Metal Arts' Case Presentation - SOP and Business Operations Integration . Entering a Sales Order Each line item can have Additional charges

'Metal Arts' Case Presentation - SOP and Business Operations Integration . Entering a Sales Order Sales Order Line items Effortlessly copy a previous line item

'Metal Arts' Case Presentation - SOP and Business Operations Integration Sales Order Line items Entering a Sales Order Easy access to sales history

'Metal Arts' Case Presentation - SOP and Business Operations Integration . Do you need to make or buy the item? Creates job with delivery due date Link Sales Order line item to an existing Job or PO Reviewing a Sales Order

'Metal Arts' Case Presentation - SOP and Business Operations Integration . If you need to make the part? Reviewing a Sales Order

'Metal Arts' Case Presentation - SOP and Business Operations Integration . If this part is already on order or in production? Reviewing a Sales Order The SO line item can be linked to a Job or PO

'Metal Arts' Case Presentation - SOP and Business Operations Integration . Shopview provides easy access to the status of a sales order line item Check the status of a Sales Order

[object Object],[object Object],[object Object],[object Object],'Metal Arts' Case Presentation - SOP and Business Operations Integration . Shipping to the Customer

[object Object],[object Object],'Metal Arts' Case Presentation - SOP and Business Operations Integration . If the SO line item is linked to a Job this step is optional Pick the Parts

[object Object],'Metal Arts' Case Presentation - SOP and Business Operations Integration . Ship to the Customer Invoices are created with references to the sales order

[object Object],'Metal Arts' Case Presentation - SOP and Business Operations Integration . Purchase the parts

[object Object],[object Object],[object Object],[object Object],[object Object],'Metal Arts' Case Presentation - SOP and Business Operations Integration Sales Order Processing Reports

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],'Metal Arts' Case Presentation - SOP and Business Operations Integration Benefits of Sales Order Processing

'Metal Arts' Case Presentation - SOP and Business Operations Integration SOP Operations Impact ,[object Object],[object Object],[object Object],[object Object]

'Metal Arts' Case Presentation - SOP and Business Operations Integration Assessment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],'Metal Arts' Case Presentation - SOP and Business Operations Integration Review of what we covered

[object Object],'Metal Arts' Case Presentation - SOP and Business Operations Integration Open Discussion

Case Presentation Sales And Operations

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