Open the Project Card & BOQ Estimate in Salesforce.

Confirm the following has been completed & received from the customer:

• BOQ meeting has been completed for any BOQ over $40k.
• Sample Approved in writing - if a coloured finish, please make sure we have a control sample in the paintshed.
• Deposit - 33%
• Purchase Order

Go to the project card in SF please adjust the following fields:

• Stage - WON
• Amount ($) - Subtotal Amount for BOQ
• Contract Type - Supply Only
• Species or ALM
• Finish - Coating applied to the timber or Alm finish
• Application - Internal or external
• Photos Save the card.

Review the BOQ the customer is proceeding with to make sure there is no TBC's & that we have got the required drawings (eg. curved rails or curved L profile). If there is any TBC's then the order shouldn't be converted to a sales order.

If no TBC's then you are good to prepare the BOQ for converting to a sales order: Estimate Status - Change to Order Tick to Overide Rules tick box Date Won - Todays date Payment Terms - Account or Standard terms (Field is under Financial Information as per above)

Under 'Delivery Information', please fill in the below fields.

• Delivery Company (for homeowners, create a company using their name.)

• Delivery Contact

• Accounts Contact

• Offload Method (Anything over 300lm will be crane truck, anything less should be fork or hand off load)

• Delivery Address

Once the above details are filled out, please check for any BOM (Bill Of Material) items to be created under the line items. To find where this is located refer to the above video. If it doesn't come up in the list view select 'List all views' & search for it.

Go to the top of the BOQ & where there is the arrow facing down, click that & select 'Convert to Sales Order'. Please note this may take a minute or two to convert over & it will bring up the sales order once converted.

Once the order has converted, the following fields need to be completed under 'Sales Order Information': Description - Delivery Notes for production. Date Required by - When material is required onsite. Customer Order Number - Purchase Order number if received from customer.

Double check that the Delivery Contact Information has copied over correctly from the BOQ to the sales order.

Scroll down to 'Financial Information' & fill in the following fields:

• Deposit - Change to 'Paid'
• Date Deposit Paid
• Paid to Date - Insert the $ amount paid into our account.

If the order is a NZ, US or UK order then the payment gets applied to the international sales order

If the payment is paid in full for the order, then the fields that are required to be filled out are slightly different. Payment Status - Change this to 'Yes' Date Paid - Date payment was paid Paid to Date - this is the amount they have paid us, should match the balance value.

Updating the Direct Deposits excel file in Logistics Folder: All BOQ payments will be highlighted yellow, once these have been assigned to a sales order please change these to not highlighted & replace the BOQ number to the sales order number - refer to the example above.

Check over the line items to make sure everything has come across correctly from the BOQ. Check again for any TBC's that may have been missed before converting. Make sure there is an installation manual & touch-up tin (only if timber) on the bottom of the order.

If you add any items into the sales order line items, it enters them as a variation once saved. This tab can be located along the top where it states SO line items.

To approve these, you will need to go into the tab & select approve variation. Make sure any items are $0.00 unless we are charging for them. The pricing inserted will be standard sell prices, these will need to be updated to the correct price category.

Once all the above has been completed you are now ready to join order handover to discuss it with production. Order Handover meetings are Monday, Wednesday & Friday at 11:30am via Microsoft Teams.