Embedded Files
Process diagram
Process diagram
When dealing with COD clients the following process will be followed:
Create a Quote according to client specifications and send to client for approval.
On approval of the Quote Sales staff will create a Sales Order for the job to be done. This SO will be on hold until a) a Customer Invoice is created and b) Payment is received.
Once Invoice deposit has been paid a job card is created by clicking the "Actions" drop down menu then clicking the "Create Job Card" button.
If any samples are required for the job, a sample workticket can be created by opening the initial Job card and selecting the "Create Sample Ticket" from the action menu.
On completion, if required, a delivery note is generated for the Job in question.
NB: If any changes are made to COD jobs after the job has been booked in, a new quote/SO/JC is created and the old quote/SO/JC cancelled and any CI's credited.
FAQ on COD PROCESS
FAQ on COD PROCESS
How do I close a COD JOB
How do I close a COD JOB
When a client has paid the outstanding amount on the invoice or its been credited, certain users will be allowed to set jobs to "Complete" status. Eg. Accounts and Sales Manager
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