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Setups for an Installer

Owned by P Sawkins (Unlicensed)
Last updated: 05, Jun, 2016

Table of Contents

Overview

When reviewing the configuration for a Project Installation Company

Stock Locations Minimum

Require a minimum of Three locations

Warehouse

Lot Pallet Bay

this is where stock is stored.  This must have a Picklist order >1 so it is a pickable location

Floor Area

This is required for Counting Purchase orders when they are received.  This must be ticked "Staging Area - temporary storage"

Employees who can deliver

Employee needs to be ticked as a Truck Driver

 

Employees who can pick in the warehouse

Require the BPM Role of "Picker"

 

Employees as Sales Reps

Used in Sales Quotes and Sales Orders

 

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For information about SaaSplications go to http://saasplications.com.au