Estimating/Budgeted Hourly Rates
Management Information Systems
Customer
Service Software
E-Commerce
Solutions
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Estimating/Budgeted Hourly Rates Management Information Systems Customer
Service Software |
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Order Entry allows you to open orders from Estimates, Previous Orders or Direct Entry into the Order Entry Screen. The Order Entry is also an Electronic Order that can view the most up to date information regarding a job at anytime from anywhere within your company. Although we will never get rid of the physical Ticket bags for samples and proofs, The Electronic Order can be updated by any designated employee and those updates are reflected immediately everywhere in the plant In this demonstration we will open the order from an Estimate
The Estimate Numbers are viewed in the Order Entry module and converted into the appropriate description for the Ticket. This eliminates the re-keying or re-writing of data from an Estimate to an Order and eliminates the chances of transposition errors If you use a previous order to create the new order the software will list all problems you had the last time the order was produced
The Order Entry checks the credit status of the Customer and warns you before you start new work that this Customer has a credit problem. You can continue with the order but it takes a Supervisor Password to proceed.
The following screens show you the type of detail you will receive on the standard ticket. Dienamic MIS Software Inc. can produce custom ticket formats but there is an additional charge.
The details continue on the next page
and the next
The CSR (Customer Service Rep) can enter notes specific to this job that will flag employees to ensure that the job is produced correctly. This has several benefits: 1. It ensures that employees are aware of the specific needs of this job. 2. It provides them with the information they need to produce the job correctly. 3. The notes file can be updated from anywhere and at anytime so that even last second changes can make it to production in time to produce the job correctly.
Notice that the system flags this job with the SEE NOTES MESSAGE immediately.
Employees can enter problems that occur during production. This has several benefits: 1. The problem is attached to this job and will notify Order Entry of the problems if it is re-run in the future. 2. Will help you identify estimate vs. actual differences 3. Becomes a database of problems & solution that can be referenced by all employees
You can edit the information brought in from the estimate or the previous Order before finalizing.
Once you are happy with the Ticket you can finalize the Order. This will: 1) Create an Electronic and Paper Ticket 2) Lock in the information that you agreed to perform for the estimated Selling Price. 3) Any changes to this information will be Date/Time/Employee and Reason Stamped
You can preview Ticket before the Final Print.
Once the Ticket has been finalized any changes to the Order will be recorded, highlighted and tracked for Management so that all legitimate extra charges can be re-billed to the Customer. To make changes you must log-in with your password so that there is complete accountability for changes after an Order has been approved.
Any Changes are Recorded, Priced and Provided with the Ability to send a Change Order Form immediately
You can price the changes immediately for the Customer's approval.
Once a change is made the Order Screen Highlights that change for any other employees who view the Order to realize that the Original specifications have changed.
Once the change has been recorded and highlighted on the Electronic Order you can immediately issue the Change Order Form. The software automatically generates the Change Order Form and allows you fax it directly to the client for approval.
At the end of the Job Management will receive a report outlining every change made to the Order from the time the Job was finalized at Order Entry until it was shipped out the door. All changes list the Who made the Change, When the Change was made, Why the Change was made and What we quoted the customer to make the Change.
Your order is complete ensuring all customer specs are met and no additional extra charges are missed.
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