New subscriber here. Very familiar with QuickBooks, somewhat familiar with Peachtree.
I have a client engaged in the manufacture and installation of control systems. The basic process for transactions is:
- Assign job number.
- Determine parts required, make list.
- Get price for parts.
- Receive parts, check against order.
- Deliver parts to job site. Sometimes customer is invoiced at that point for parts, sometimes client is invoiced when job is complete.
- Send crew to job site. Perform installation.
- Each Monday, crew members submit time sheets. Hours input into Peachtree.
- Vendor's invoice arrives, check against parts order before paying.
There are figures used to add overhead costs as well.
Steps 1 through 5 are primarily done on Excel worksheets. There are several worksheets that serve as templates -- quote, materials requisition, etc. At the start of a job, each is copied into a new folder and updated. I see much duplication of data input plus lack of control to ensure all required information gets to where it needs to be.
It seems to me that this is backwards. With proper authorization limits, couldn't the staff input the data just once in the beginning, then use the data to create purchase orders, sales orders, invoices, etc.? I believe the client is using Peachtree 2004.
Many thanks,
Bruce