Proposal Creation
The program we use to price out product.
Spec (ProjectSpec)
How to get product lines into NS.
Drag and drop the SIF file into the proposal while in edit mode.
The first step to creating a quote request in IQ.
Click "Orders". Click "New".
How to tell if items have been received in NS.
The status at the top of a PO. On the individual line items.
This is what COM means.
Customer Own Material
A website to use when you cannot remember how to do something in Spec.
These are the steps to invoicing/closing out a sales order in NetSuite.
1. Double check customer doc matches sell amount.
2. Make sure all needed docs are attached to SO.
3. Create task, assign to Pauline/Valerie, include needed information.
What to write in the "Order #" spot.
An identifying project name, nothing too long.
How to receive a PO in NetSuite.
Go to PO. Click "receive" at the top. Apply lines to a bin. Click "save".
A way to send samples.
Material Bank. Contact rep. Go to manufacturer website. Check our library.
5 things an Account Manager should give you when they request a proposal. (there are more than 5)
SIF, Customer, ship/install address, G drive, install quote?, NS Project?, install date, margin
This is how to process a Haworth order.
Haworth Integration! (when possible). Get with MG if you have not done this yet.
The information you should write in "Summary".
Delivery information (loading doc, NBH, etc). What product we are installing. Any other details Milton needs to know.
How to print a BOM acknowledgement in NS.
On a SO, click "select printout". Select "Bill of Materials" from drop down. Click "submit". It will be under the communications tab, under "files". Or it pops up in another browser tab.
The reason we would reserve fabric prior to order entry.
Large project. Make sure dye lots are the same. Confirm we have stock available.
How you price out multiple lines at once in Spec.
Go to "Price", "General Discounts". Fill out dealer and customer discounts. Hit "Apply".
How vendors end up in NetSuite.
Valerie is sent customer docs (W9, customer form, COI, subcontractor agreement). She adds them to NS.
These are documents you should attach to an IQ proposal.
Floor plan, BOM, relevant product information, renderings.
This is what to do with a receiving document.
Verify what product was received. Attach to NS PO. Receive items in NS. Save receiving report with important identifying info. Update spreadsheet.
3 things you need to tell the manufacturer when requesting a product quote. (there are more than 3)
Product #, description, Quantity, Finishes (grade), Ship to address (zip code), Deadline for quote, Customer name, location
How you add non-inventory items to the SIF/PMX file.
Go to "custom" on the left side and drag & drop the right item in.
These are 3 things you need to fill out in NS when creating a proposal (out of many).
Customer, project #, Install date, AM/PC, Internal memo info, deposit %, drag SIF, ship to/install address, sales team tab, double check lines, check bill to, add quotes.
This status is what you should save you IQ proposal in so it sends an email to Milton.
Quote Ready for Review
The amount yardage needed for the following:
Maharam Arabesque, Marine and Turquoise (Repeat: 2 3/4" V, 1" H)
Product: Kimball Geo Chair, QTY 4
[Solid: 2.5] [1-4" Repeat: 3.4] [5-11" Repeat: 4.2] [12-18" Repeat: 6.7]
3.4 yrds x 4 = 13.6 - round up to 14 yards