Stream 03 · Sales, project and operations

From proposal to project and operation.

See how work progresses from customer quotation to project tasks, personnel, materials, operations, cost, and completed sales.

Once the sale is over, the work just begins.

When a proposal is accepted, the work to be done, the resources to be used, the money to be received and the cost to be incurred are linked together under the same project identity.

  1. When the offer is accepted Customer demand turns into an order and, if necessary, a project.
  2. When the deposit is received cash and income are updated; The amount not yet received appears as a receivable.
  3. When the task is assigned Who did what work and how long they spent is recorded in the project history.
  4. When material is used The stock is reduced and the cost of the product is added to the project.
  5. When the task is transferred to the operation The progress of the operations team is reflected back to the project side.
  6. When the project is completed affiliate sale closes; revenue, labor, and material costs are reported together.
  7. When making business decisions can see which projects are truly profitable and where costs are incurred.

Next stream

From production recipe to work order →