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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

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Case Presentation Sales And Operations

  • 1. Facilitated by: Praveen Kotur Lead - Business Solutions
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11. '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
  • 12. '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
  • 13. 'Metal Arts' Case Presentation - SOP and Business Operations Integration . Entering a Sales Order
  • 14. 'Metal Arts' Case Presentation - SOP and Business Operations Integration . Entering a Sales Order Each line item can have Additional charges
  • 15. 'Metal Arts' Case Presentation - SOP and Business Operations Integration . Entering a Sales Order Sales Order Line items Effortlessly copy a previous line item
  • 16. 'Metal Arts' Case Presentation - SOP and Business Operations Integration Sales Order Line items Entering a Sales Order Easy access to sales history
  • 17. '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
  • 18. 'Metal Arts' Case Presentation - SOP and Business Operations Integration . If you need to make the part? Reviewing a Sales Order
  • 19. '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
  • 20. '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
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 27.
  • 28.
  • 29.
  • 30.