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Overview
Furniture retail suits many types of businesses
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When a supplier makes the furniture for you they may need to quote, be waiting on materials from you or simply need to keep you up to date with progress.
In a franchise group the supplier dashboard is used by the Franchisor
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Business Flow Overview
Start in the Retail Store on LHS
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so any change in fill will trigger a supplier (external or internal manufacturing ) quote requirement
Options
If a fill qty and RRP per qty can be defined then RRP would be updated by changes of fill
Fill Qty may be different for each type of fill hence a default quantity may not be accurate and a scaling may be required instead
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Here is an example selecting material
Material codes change frequently and there are thousands of them - so they are captured at the time of the order as information to provide to the supplier
Material is normally sourced by the fabricator
Material may be sourced by the customer - the details still get entered - however the source will be “Customer”
The supplier quote will not include material
The RRP will not include material
The supplier portal indicates that material is expected
Material may be sourced directly from the material supplier with a direction to send it to the fabricator
iThe order number to the supplier will be the same as the one to the fabricator making it easy to match up.
The supplier portal indicates that material is expected
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Here is an example selecting legs (and adding another leg)
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Custom dimensions for the overall item when only a change to the Length Depth or Height
Note that when entering custom dimensions you must enter all related dimensions even if the same as the standard dimensions
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More Detailed Customisations
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Default customisation text can be added as Text Snippets
Admin > Sales > Text Snippets > Type = Customisations
Later a detailed drawing can be attached to the item if required for the supplier to quote on
A detailed drawing will take time so it is commonly added after the initial configuration proess
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Quantity of this Configuration
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Until all items configured
Note that later the order can be re-opened in the configurator and other items added in the same way if in “Unsubmitted” status. Orders in Submitted or Plan status can be moved back to Unsubmitted Status
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As items are added they will show in a list
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After adding all the items - find (or enter ) the customer details
Can also enter order header notes
Can also go directly to the page to attach images to the header items - or do this later
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The order with a summary of the current prices will be presented
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When a customer is close to a decision and needs a firm price - if there is any quotes required then mark as ready for supplier quote
Status will change to Submitted
Status comment will be “review if ready for supplier”
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The person managing suppliers (commonly in the Franchisor) then reviews before submitting for supplier quote
Requires secure feature “Is Purchase Manager”
Status remains Submitted - Status Comment will move to “Awaiting Supplier Quote”
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Only the configuration items that REQUIRE a quote will be listed in the suppliers portal - so on an order of items where only 2 require a quote - only two items will be listed
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Only the items requiring a quote are listed - the supplier needs to enter quote details and Save
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As they are saved (or marked unable to quote) they are removed from the suppliers list
The item on the order has a supplier white price added - visible only by persons managing purchasing
The RRP is calculated for the white price
The Franchisor Margin is added to calculate a Franchisee Buy Price
The default Markup from the Franchisee is added to calculate the end customer price (RRP)
The order is then in the Store Sales Dashboard with status “Quoted” - and requiring action again
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Only top level Order lines may be discounted
Cannot discount component items - only the overall configured item
Enter either the $ value or the %
If a customer is setup with “Invoice Discount” then every line will be discounted by that amount
The overall Order may be discounted
Order discounts will be applied after line discounts
Enter the discount amount $ and will be shown the final amount
Customer Deposit %
The default deposit % may be adjusted on the order and becomes the amount to be paid before the order is Authorised and Actioned.
Default % is set at Admin > Finance > GL Control Accounts > Sales > Default Deposit %
Submit the order to Plan Status
Once the order has no outstanding supplier quotes required - the store can submit for a customer deposit
Order Status will change to Plan, Status comment will have the person who submitted and the date/time
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Deposit Sighted in Bank
Customer may deposit direct to the bank account and the store mark when it is received
This option will
Create the full customer invoice for the order
Create a payment matched to the invoice for the deposit amount
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Deposit paid via CC on the Portal
Customer can be asked to pay the deposit in the portal
This option will
Create the full customer invoice for the order
Create a payment matched to the invoice for the deposit amount and added to the credit card batch for the day for later matching when the bank deposits the days credit card amount
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Customer Portal Quote and Deposit Payment view
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The order will move to
Order Status “Authorised” + Billing Status “Deposit Paid”
A Customer invoice for the full value of the order has been created
A Customer payment for the Deposit has been created and matched to the invoice
A creditor invoice to the Franchisor (matching debtor invoice in franchisor) has been created for % of the deposit
% setup is on host company
The order will no longer require action by the store
The WIP dashboard will list all items as “lines not yet confirmed”
If the supplier is listed as “Customer” on any item - then this item will not require a supplier order
If the supplier is not the default supplier - a supplier will need to be nominated
One Sales Order may result in multiple supplier orders
Fin
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