phone list estimates quotes jobs time sheets sales calls administration reports purchase orders ...
TRANSCRIPT
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
BCS: The User Friendly Management Tool
Overview Review
BCS SoftwareBCS Software Developed by M.E.E.M. Mgnt. Inc.Developed by M.E.E.M. Mgnt. Inc.
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
Main Menu
Phone List provides detailed listings on customers and suppliers
Estimates are linked to jobs
Quotes are linked to invoicing
Jobs track, report, cost, and invoice
Purchase Orders are linked to jobs
Time Sheets are linked to jobs
Sales Calls track client relationships and activity
Administration customizes the application i.e. tables and security
Reports – predefined reports
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
Phone List - General Tab
Is the company a customer or a supplier?
Which sales rep deals with the company?
Who are the company’s contacts?
Where is the company located?
Do you currently deal with the company?
Is there a summary report of customer information?
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
Phone List – Reports tab (25 Reports In This
Section)
Active Customers – prints a list all active customers for individual sales reps
Contacts Not to Receive Mailers – prints a listing of contacts that are flagged as ‘do not send’ out mailers
Customer Accounting Details - prints accounting information per customer
Customer Product Lists - prints a history of jobs, products installed
Information Sheets - prints info about individual companies or a list of companies
Label – prints customer’s name and address for mailing
Mailer Details - prints a listing of mailers sent out to customers
Profit By Customer - prints profit dollars and percentages by customer
Total Dollars By Customer - prints total sales dollars vs. quoted dollars by customer
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
Estimates - Main Tab
What is the estimate number?
Which customer is requesting theestimate?
Who is the sales rep for this customer?
What type of job is this?
Is there a quote linked to this estimate?
Is there a job linked to this estimate?
Is this estimate active?
What are the pre-approved values for estimate for this customer?
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
Estimates - Reports Tab (5 Reports In This
Section)
Estimate Sheets – Details - prints details that make up an estimate for a specific customer (detailed format)
Estimate Sheets – Summary - prints details that make up an estimate for a specific customer (summary format)
Estimates vs. Actuals - prints jobs during a specified time period by sales rep and job type
Management Summary - prints jobs during a specified time period using estimate date, invoice date or job date by sales rep
Master Estimate Sheet – Summary - prints a report showing cost, price, net profit dollars/percentage and commissions
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
Quotes - Main Tab
What is the quote number?
Is estimate linked to this quote?
Which customer is the quote for?
What is being quoted?
How long is the quote valid?
Who is the sales rep for this quote?
Is there a job linked to this quote?
What are the total dollars of this quote?
Is the quote active?
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
Quotes - Report Tabs (15 Reports In This Section)
Active by Inventory Number/Rep – prints total active quotes for each sales rep by inventory number
Information Sheet – prints all info pertaining to a quote
Job Requirements – prints all questions/answers in a questionnaire attached to a quote
Label – prints company name/address/sales rep/quote number for filing purposes
List of Quotes by Rep – prints active quotes sorted by reps
Master Quote – prints a collection of several quotes
Quote – prints all info a customer requires about a product
Total Dollars/Rep/Month – prints a list of total dollars quoted for each sales rep over a specific time frame
Total Number of Quotes by Inventory Number – prints quotes matching a specified inventory type
Total Number of Quotes/Rep/Month – prints total number of quotes obtained by each rep over the last fiscal year
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
Jobs - Main Tab
What is the job number?
Is there a quote linked to the job?
Has the customer supplied a PO number?
Who is the contact for this job?
When is the job scheduled to start?
What type of job is it?
Is job active?
What is the invoice date?
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
Jobs – Reports tab (60 Reports In This Section)
Active Jobs – prints a list of all jobs that are still active
Commissions per job/month and year – prints total commissions for each sales rep during a specific time frame
Costing – prints individual costs per jobs
Invoices/Service Orders – prints a bill to send to customers/all service work performed
Job - Labels/Logs/Problems/Requirements/Invoiced – prints specific info recorded about a particular job
Master Project – prints a summary list of several jobs
Material Inventory Transfer – prints inventory not from a purchase order that needs to be categorized
Month-End Summary – prints monthly and year-to-date summary of information
Packing Slips – prints information about a product and shipping information required when delivering material
Subcontractors - Scope of work (external or internal labour) – prints various pieces of info required for a specific job
Total Dollars Invoiced/Jobs Invoiced/Quoted Jobs Invoiced – prints summary of jobs invoiced by sales reps for a particular time frame
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
Purchase Orders - General Tab
What is the PO number?
Are the items for a job?
Who is ordering the items?
Who is supplying the items?
Is the PO active?
Is the PO on hold?
Where are the items going to be shipped?
Are there any special instructions?
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
Purchase Orders - Reports Tab (20 Reports In This Section)
Active Orders – prints a list of all purchase orders that are still active
Packing Slip - Customer – prints information required to drop off product to customer
Purchase Orders - Supplier – prints material we order from our supplier
Material Purchased - Cost List – prints all inventory from purchase orders for a specific time frame
Inventory Ordered on Purchase Orders – prints a list of jobs where a specific inventory number was used
Subcontractor - Calendar – prints a calendar with all active jobs linked to purchase orders for a specific supplier
Subcontractor - Task List – prints a list of all active jobs linked to purchase orders for a specific supplier
Work in Progress – prints purchase orders for jobs in progress
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
Time Sheet - Details Tab
Which employee is time sheet for?
What date is time sheet for?
Is time chargeable?
What is employee’s rate type?
Are hours tagged to a job?
When did employee start and finish working?
How many hours did the employee work?
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
Time Sheets – Reports Tab (12 Reports In This Section)
Information Sheet – prints all information pertaining to a time sheet
Labour Report - Daily Summary – prints chargeable and non-chargeable labour results given for a month for the current month
Labour Report - Monthly Summary - prints chargeable and non-chargeable labour results given for a month by week ending
Labour Report - Yearly Summary – prints chargeable and non-chargeable labour for a fiscal year by month
Payroll Report - Daily Detailed – prints a breakdown of time by employee for a given date range
Payroll Report - Daily Summary – prints a summary of time by employee for a given date range
Time for a Specific Job – prints a detailed time sheet withtotal hours for a specific job
Time Sheet Diagnostic - Details – prints all time sheets with an erroneous end time
Work in Progress - prints time sheets for jobs in progress
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
Sales Calls - Details Tab
What company did sales rep visit?
Who did sales rep talk to?
What was the distance traveled?
Is sales call active?
What was discussed during the visit?
Is there a need to follow up on the discussion?
Is the sales call associated with a job number?
Which supplier is the call in reference to?
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
Sales Calls - Reports Tab (12 Reports In This Section)
Active Tasks – prints sales calls requiring follow-up
Distance Traveled – prints kilometers traveled to customer sites by a sales rep during a specified date range
Information Sheet – prints all information pertaining to a specific sales call
Monthly Review – prints a summary of performance metrics by sales rep by month
Sales Calls by Reps – prints specific time frame of discussions by customer
Sales Rep Totals – prints a summary of performance by sales calls, quotes, jobs and dollars
Task List – prints a list of sales call discussions by customer
Total Calls – prints sales calls by sales reps for last fiscal year with grand totals
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
Administration - Company Info Tab
You identify company information
You can enter a different mailing address for packing slips and purchase orders
You enter your BCS registration number
M.E.E.M. Mgnt. Inc. 2006©
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Phone List
Estimates
Quotes
Jobs
Time Sheets
Sales Calls
Administration
Reports
Purchase Orders
www.meem.on.ca [email protected]
Reports – Reports tab (All Reports in BCS)
Favourites – which reports have you chosen to be saved in your favourites
All – a review of all reports that can be found in BCS