Signed in as Anton
Tools
Anyone can draft anything — a draft still has to be approved, so there is no risk in starting one. Approving and releasing money stay with the people who hold those rights.
Design & costing
Normally Josh and Lovelyn — but anyone can pick these up.
Build a BOM
Start or revise a bill of materials
Raise RFQs
Group BOM lines by supplier and ask prices
Enter supplier prices
Record what came back against BOM lines
Assemble a costing
Materials, freight and labour into one sheet
Approve a costing
Josh signs off, then Anton accepts and locks
Pricing & client documents
The Deal Sheet stays internal. The quote is generated from it.
Build a Deal Sheet
Set the SRP and see the margin
Approve a Deal Sheet
Anthony's sign-off before any quote leaves
Issue a quote
Rendered from the approved Deal Sheet
Issue a proforma
The 50% downpayment request
Record a client PO
Corporate clients only
Procurement
Normally Erika. Anyone can draft; approving and funding stay with Anton.
Draft a supplier PO
From the locked costing, grouped by supplier
Approve a supplier PO
Counterchecked against the costing
Raise a Bill
Request funds against a PO, with freight
Fund a Bill
Release the money
Record a payment
With proof of payment attached
Receive goods
Tick off lines as they arrive
Directory
Clients, suppliers and projects.
New project
Opens its workflow automatically
New client
Company, contacts, TIN, BIR 2303
New supplier
With aliases and lead times
Marked building means the screen is not written yet — the permission is already there. Nothing is hidden from you that you are allowed to do.