Add Decoration Location Attachments to SOs
Jessica Lavoy
Merged in a post:
Ability to attach artwork in SO
V
Vixy Maestrecampo
Business Need
1. What problem are you trying to solve?
I am trying to troubleshoot why we are not using ePOs. One of the points of contention is that artwork has to be attached to a specific line. I want to remove the guesswork or extra tasks from the CSR.
2. How do you currently accomplish this task today?
The CSR has to create a new nested line within the PO and then make sure they attached the correct artwork. This gets confusing when there are multiple products/vendors/artwork versions.
3. What challenges or inefficiencies does the current process create?
It slows down our CSR significantly. It wastes time when the vendor has further questions on artwork that would have been answered if we could attach artwork to an email. We typically just bypass the ePO process so that we can email the order with artwork attached.
4. What would the ideal solution look like for your team?
The ideal solution would be for the sales rep to be able to attach the artwork to the line AND for that artwork to stay attached when creating a PO.
Jessica Lavoy
Merged in a post:
Ability to add attachments while in the Sales Order.
K
Kaitlin Pickard
Currently you can add attachments after the notes section in a quote. It would be nice to have this same ability while in the Sales Order section so you don't have to navigate to the job page each time. (Attachments would still show on the Job page).
Jessica Lavoy
Merged in a post:
Ability to have the line item attachments added at the Sales Order level to carry over when PO is created
M
Meaghan Laird
Would help to avoid the potential for confusion or error. If a salesperson enters an SO and does not have the capability to add the attachment in the SO, the CSR has to determine the correct file to attach when generating the PO. If they select the incorrect file, this could introduce an error on the order.
Example – (2) DST files attached to the Job for embroidery, one for left chest and one for back yoke – if these are not labeled specifically or if the CSR incorrectly reads the descriptions, they could attach a left chest file that was intended for Back Yoke location, etc.
An extra step for the CSR.
If the salesperson could attach the file to the Decoration Location line in the SO, that step would be completed as intended BEFORE the CSR gets the submitted job and the files would transfer over correctly to the PO when generated.
m
melissa tanberg
Seems to me that since the sales reps know what art is going on each product, that they should really the ones responsible for attaching the artwork to the decoration location line. Then that should be carried over to the PO for the CSRs to send out.
Jessica Lavoy
Merged in a post:
Ability to add attachments while in the Sales Order.
K
Kaitlin Pickard
Currently you can add attachments after the notes section in a quote. It would be nice to have this same ability while in the Sales Order section so you don't have to navigate to the job page each time. (Attachments would still show on the Jab page).