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Sales Module: Work Flow Progress
Keeping Everyone Accountable
This part of the sales screen highlights the job’s workflow. Typical services
needed for an event include—Menu (Menu), Personnel (Pers), Equipment (Eqp),
Beverages (Bev), Disposables (Disp), Linens (Lin), and Platters (Plat).
When an event is tentatively scheduled, all work orders are flagged “New”.
As sales begins working on different aspects of the order, they’re marked “Prog”
for in-progress. As orders are received and confirmed by different departments,
they are flagged “Ack” for acknowledged. Requests that have been sent,
but not confirmed yet are noted “Sent”.
What a powerful way to catch a job headed for trouble early on!
3. Production/Workflow Process
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