Purchasing
How do you make a new PO
What is - using the add PO function on the dashboard
How do we name all of our jobs?
first 3 letters of last name + filemaker number
What does the Preferred vendor check box mean?
This is a contractor that we have done business with for years
$80k
What is the primary function of the installation manager within the "Circle" of valet's managerial departments?
Be the Glue
What is the SO2 portal used for
What drive can all the videos for training be found
Engineering drive
How many reminder's does a customer receive after initially scheduling?
3
How do you batch a job in cut rite?
Create a parts list, make a new parts list (name it), hit edit -> merge -> select jobs to batch -> Optimize
What is the only thing the install manager must do every time they go on site
Installation manager QC form
When do we enter an item in the material tab instead of writing a PO
When it is specific for a job
How do you find a cabinet to check how we have engineered it in the past?
Open the designer spec sheet -> Search the item -> Find the job number in the jobs processing folder -> review the job
What is the daily installation capacity?
$50,000
How do we order panel stock material?
What are the three routine responsibilities of the install manager every week
Payroll, Reviewing jobs for the week, and printing all job packets
How do you find an item in filemaker - What fields do you search?
ctrl+F ->Invoice date ->Product Line - > Material tab
What are Valet's three primary joinery methods
Mod-eez clip, Confirmat screw, cam lock
When do we assign a 3rd guy to a team?
When the job can be condensed by one day with adding or when there is a long walk to unload material
What vendor does our Sommet series panels come from?
Chris at Hardwoods
What is the goal response time to a customer email before 5pm
2 hours
What table do you use to see how many of an item are in our pipeline
Materials table -> search by date
Email the vendor and scott to push up the date and use the at risk portal
What is the formula to predict sales for a future month?
Historical month sales, % increase/decrease from last year, sales in current month on current day
How do we determine mathematically if we need to hire another person within a department?
if total overtime for that department is greater than 30 hours
When we have an upset customer, how do we decide whether to email or call
TRICK QUESTION - ALWAYS CALL