Notes

Sales:
Custom-Window Caveats:
Take something from the beginning to the end and figure out nuances:



Checkoff sheets come back at night from the shipping person to the controller. Opening a job = creating a window, which allows for a serial number to enter into the system. Once the jobs are closed, the check off sheets are brought back to the shipping person to match up with the paperwork with the window sent out to a customer. By this time, usually the shipping person has left for the day and is no longer working until the next morning.
Once the information is compiled, with paperwork and closing sheets, serial numbers, etc., the information is taken into the CSR from the shipping person. The information is brought forth as an invoice to the customer.
Once the shipping package comes into the CSR, the CSR (1 person) sorts out the freight terms of "collect" OR "pre-pay add".
IF Collect, NO SHIPPING CHARGE TO ADD.
If Pre-Pay / Add, go into the trucking website and go into the bill of lading area and throw in a handling fee for the product itself. (Prices are a mix of being pre-determined, but also depend on travel distance, weight, etc...).
Line item measurements are created for each individual window made in an order.
Sales Order Acknowledgement Workbench (when found) --> Shipment Workbench (Creates a shipment #) --> Invoice Workbench
Invoice is then created for the customer by the CSR. THIS IS WHEN INVOICES ARE SENT OUT (Regardless of paper copy or online copy). (Ready-Access has 2 copies created, 1 for internal and 1 for customer. Regardless of form).

Payment point is established either a lot of time prior to orders or is by RA's preset net-30, or some sort of negotiation.

Special windows have special steps in order to learn the process. (Whole different process/procedure that takes anywhere from 5-30 days typically)