This is topic How do You track Orders? in forum Letterhead/Pinstriper Talk at The Letterville BullBoard.


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Posted by Theresa Hoying (Member # 7330) on :
 
Well, our company is in a complete makeover of how we do our order entry and track orders through the quote, design, proof, production, etc...phases. We are keeping busy here and we have always had a way of doing things, but it seems so un organized.

I need to re-vamp our process here....How do you do it? Any advice?

Thanks Thanks Thanks!!! [Smile]
 
Posted by Ricky Jackson (Member # 5082) on :
 
Cyrious POS!!!! You'll never regret it.
 
Posted by William DeBekker (Member # 3848) on :
 
Big Chief tablet and Crayons
 
Posted by Chris Lovelady (Member # 2540) on :
 
we use the Cyrious program and it has a work in progress report.

A 2 week white board for all the deadlines

all the work orders go on a clip board with al proof drawing notes, ect... then each station has a bank of nails and pegboard to hang the clip boards.

there is a morning meeting to go over WIP (work in progress) and to be sure everything is on schedual.

Lovelady
 
Posted by Deri Russell (Member # 119) on :
 
Yeah. Ahem.....I got a bunch of small post it notes stuck all over the shop, and a block of signfoam with a nail in it that I stick them on sometimes (when I can find them) that my daughter made me when she was 6. I also have a list of jobs on my Microsoft Works Task Launcher that I look at at least once a week.


I know. Don't even say it.
 
Posted by Ryan Culbertson (Member # 7560) on :
 
I use clipboards hung on the wall. If I can't find something I put the dog to work!
 
Posted by Ryan Culbertson (Member # 7560) on :
 
double post sorry

[ October 06, 2007, 11:09 AM: Message edited by: Ryan Culbertson ]
 
Posted by William DeBekker (Member # 3848) on :
 
Actually the way we do it is with work orders and file trail and one person overseeing the trail/Billing/Scheduling. (Which is my wife Glenda.) Leaving me time to actually run my Business.
After the initial contact with the client we usually assign a designer for the project depending on what style they are looking for and type of job.

Example. If they want a Dimensional/Gold Leaf/ Glass etc. They are assigned to me.

Vehicle Wrap/Modern or Wild Design they get Stacey.

Cartoonist Carved or Sculpted they get Kevin

And that person is responsible for the design/Printing etc.
After they sign off then it goes to Angelo in the production area then it is decided on who is making it (Skill based for the project.)

Once its just about done we schedule the Installation with our installer. Since our shop does very few installations it has taken a huge load off and has saved us Thousands of dollars in insurance and labor.. (Its more profitable for us to sub out most of all our installations)
We focus on what we do best and that is Design and Production.
We actually do sign manufacturing for about 15 different shops right now and is working out very well for everyone. Kinda like having 15 sales people working with you.

All this is done with 6 People and a few part timers we call in when we need them.
 
Posted by Dave Payne (Member # 2680) on :
 
How much does the Cyrious software run? I don't see any pricing on their website.
 
Posted by Checkers (Member # 63) on :
 
Hiya Theresa,

Right now, I can track everything using EstiMate, but I'm not that busy.
Here's a link to what I would use if I was woking on 5-10 jobs a day...
http://www.letterhead.com/ubb-cgi/ultimatebb.cgi/topic/1/36758.html?#000007

Havin' fun,

Checkers
 
Posted by Ricky Jackson (Member # 5082) on :
 
Dave, it's gonna hurt up front but it's worth it. There is so much more to it than just tracking orders, etc. After a year or so you'll have an almost instant marketing query database. You can find out how many magnetics you sold last year, who bought them, when was the last time they ordered, who your biggest 10 customers are, etc, etc. There is a nasty learning curve to it tho; I'm not going to say it's easy but it is worth it.
 
Posted by Kent Smith (Member # 251) on :
 
(Actually Judi, not Kent) We use individual plastic folders with the work order and other papers that follow the job around, but we also maintain a "Sales Report". This is a simple worksheet that can be done in Excell or on a yellow pad. The columns are: 1)Invoice number; 2)Job name; 3)job description; 4)Price; and 5)invoice date. Columns 1-3 are completed when the job is SOLD. Columns 4-5 are completed when the job is invoiced. Incomplete or non-invoiced jobs are easy to spot when we review once a week.
 


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