Entering a standard sales order for an apartment complex.
Entering a sales order for an apartment complex where the work is being done through a GC.
Entering a sales order for a single-family rental customer.
Entering installer warranties.
Job being done at a property like normal. Same installer as who originally did the work. (In this case, it’s most often a warranty labor line with no charge or pay.)
Job being done at a property like normal. A different installer than who originally did the work. (In this case, we’re often charging them for some sort of material and/or charging them for some sort of labor.)
Entering a cash sale sales order.
To a random Joe Blow off the street.
To an installer.
Entering a material-only sales order to a regular apartment customer. (This is one where we’re selling the property material, but not doing any service.)
Entering an Artisent warranty. This is a sales order where we are not billing the customer. We should be billing $0 for anything and everything we do. In Odoo, we create a sales order with $0 order lines and set Artisent Floors as the invoice address.
Entering a manufacturer warranty. In Odoo, we enter this the exact same way as an Artisent warranty, but we just change the job type. We don’t set the manufacturer as an invoice address (since we don’t invoice them — they just pay us back via statement credits). I don’t really love this process, but it’s what we’ve done in Odoo.
How to add a note about a specific job that will appear on the work order for the installer to see. (Need indication of what it looks like on the work order.)
Estimates
How to add a note about a specific floor plan that will appear on every work order for the floor plan.
How to create an estimate from scratch.
How to create an estimate via a MeasureSquare file.
Quotations
Sending a quotation.
Directly from Kudu.
By turning the quote I do a PDF.
How to create a quotation from scratch (without an estimate).
How to create a quotation using an estimate.
How to add a note on a quotation that will appear on the quotation PDF for the customer to see.
Job changes and cancellations
(In all of these examples, it would be helpful if the orders had both carpet and plank on it, so the user can see any differences in how rolled vs. non-rolled inventory is handled.)
Canceling an entire job.
One that hasn’t been picked.
One that has been picked.
Adding more material to a confirmed sales order.
One that’s hasn’t been picked.
One that has been picked.
Subtracting material from a confirmed sales order.
One that’s hasn’t been picked.
One that has been picked.
Contacts
When a rep calls on a property, what do they do from that moment on? Not necessarily just what buttons does the account manager push to create a contact as a lead, but what has to be done to move it past that? Who does it go to? What documents/etc. are needed? Who is responsible for doing it? How does the rep know the contact has been made active?
@Jenna Stoyer
I feel like this is more of a workflow unique to each customer, I'll get clarification from Brandon
How to add a recurring note about a customer that will appear on every work order for that customer. (Need indication of what it looks like on the work order.)
How to look up past work done in a specific unit. (For example, a manager calls a rep and asks, “Can you look up any work we’ve done in the past in unit 10-D and send me copies of the invoices?”)
A general overview of what “store pricing” is, what it applies to, where to find it and how to set it and change it.
A general overview of what “specified pricing” is, what it applies to, where to find it and how to set it and change it.
How to view all specified pricing for a particular product across an entire store. (For example, how to view what every customer is paying for Just Perfect.)
@Nick Farrish
Can we do this in Quicksight?
If possible, how to change it from this screen as well.
Field management
How to find orders for a specific day or range of days.