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Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006©

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Presentation on theme: "Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006©"— Presentation transcript:

1 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 1 BCS : The User Friendly Management Tool Overview Review BCS Software Developed by M.E.E.M. Mgnt. Inc. Developed by M.E.E.M. Mgnt. Inc.

2 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 2 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

3 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 3 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?

4 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 4 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

5 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 5 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?

6 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 6 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

7 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 7 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?

8 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 8 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

9 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 9 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?

10 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 10 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

11 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 11 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?

12 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 12 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

13 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 13 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?

14 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 14 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 with total 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

15 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 15 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?

16 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 16 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

17 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 17 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

18 Phone List Estimates Quotes Jobs Time Sheets Sales Calls Administration Reports Purchase Orders M.E.E.M. Mgnt. Inc. 2006© 18 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


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