How to find the List🔎 - Step 1

1. Head to Tyre Doctor Files - Onedrive

> Sales - Documents >

> b. Customer Folders >

> Newcrest Cadia - Sharing Permission on >

> Excel File 'Quotes awaiting Purchase Order'

How to find the List🔎 - Step 2

1. Open both programs side-by-side

i.e. Excel & Netsuite.

Updating the List📝 - Step 1

1. Copy and Paste Quote from Excel into Netsuite.
2. Head to 'Related Records' and Open 'Sales Order'.
3. Check for a PO# in the PO Column.
4. If there is no PO, it remains in the list.

Updating the List📝 - Step 2

1. Copy and Paste Quote from Excel into Netsuite.

2. Head to 'Related Records' and Open 'Sales Order'.

3. Check for a PO# in the PO Column.

4. If there is a PO, remove it from the Excel Sheet.

Updating the List📝 - Step 3

1. Clear out the entire list to "Only Quotes without PO's"...

Updating the List📝 - Step 4

1. You will recieve an Email from Site with updated REQ's and PO's.
2. Remove any further lines that have PO's.

Updating the List📝 - Step 5

1. Copy any REQ's across, that do not already have PO's.
2. Make sure they match the exact Quotes.

Updating the List📝 - Step 6

1. The Lines that have REQ's, colour their Cells into Green.

Updating the List📝 - Step 7

1. Head to "Open Sales Orders".
2. Open all Sales Orders - "Pending Approval"

P.S. - Follow the below link to find "Open Sales Orders"

Open Sales Orders Report

Updating the List📝 - Step 8

1. Head to the Sales Order's.
2. Go to the Quote Form for all Details.

P.S. Make sure you don't double up Sales Order's already in the List!

Updating the List📝 - Step 9

Start adding in all the details;

• Date (When Quote was created)
• Quote #.
• Name (Customer)
• Amount (Ex GST $)
• Tyre (Serial Number)
• Tyre Size
• Status (Awaiting PO)
• Machine (Found in TAG/OSR)
• CVO N.1 (Found in WO/REQ)

If details are missing, skip their column.

Finalise & Send to Site📩

1. Email Site Contacts a Copy.

WIP List is complete!