Standard / Basic Action Item Workflow
- Stephanie Pepper (e-manage|ONE)
This section is designed to provide you with insights into the standard workflow and action item list.
Contained below is a visual representation – a workflow chart – that outlines the typical progression of Action Items within e-manage|ONE. It's important to note that while this chart offers a generalized workflow, actual processes might exhibit variations based on factors such as your dealership's specific structure and the roles of individual employees.
We understand the importance of tailoring workflows to your dealership's unique setup. That's why we offer the option to obtain an editable version of this chart. This empowers you to customize the flow to seamlessly align with your team members and dealership's operational nuances. Feel free to reach out to us at support@emanageone.com if you're interested in acquiring this editable version.
Example of a Basic / Standard AI List with Pre-Req's & Completion Tasks
Action Item | Pre-Requisites | Completion Tasks |
Request Drawings | Attach Floor Plan (if applicable) | Attached Drawing to Project Docs (If Applicable) |
| Note Services Needed (SIF, Rendering, Etc.) | Attached SIF / XML (If Applicable) |
Request Revision to Drawing | Attach / Note Requested Revisions | Attached Drawing to Project Docs (If Applicable) |
|
| Attached SIF / XML (If Applicable) |
Create Quote / Proposal | All Finishes / Options Selected | Attached Quote to Project Docs |
| Note Bill To / Install Address |
|
Request Labor Quote | Site Details Attached / Noted |
|
Request Revision to Labor Quote | Attach / Note Requested Revisions |
|
Review Quote/Send to Customer |
|
|
Process Customer Deposit | Note Quote Number |
|
Process Order | Note Quote Number | Job Book Date / Order Book Date |
| Note Customer PO or Contact Name | Req Install Date |
| Attached Cust PO or Signed Quote | Req Ship Date |
| Note Approx. Install Date | Order Name: Quote Number / Description |
| Special PO Instr. Noted (Furn Only) | Customer PO OR Contact Name Keyed |
| Note if Order is Drop Ship (Furn Only) |
|
| Attached Install Note to Project (If Applicable) |
|
Generate Vendor PO(s) | Copied / Pasted Original Note from Order AI | Attached Vendor PO(s) to Project Docs |
|
| Emailed and/or Processed Vendor PO(s) |
Review/Enter Acknowledgements |
| Attached Ack(s) to Project Docs |
|
| Note Final Ack Ship Date (In Comp Note of AI) |
Request Installation Drawings | Note Quote # / Order Name | Attached Install Drawings to Project Docs |
Receive Product | Note Vendor Name and PO # | Attached Receiving Docs |
| Note Ack Ship Date |
|
| Enter Ack Ship Date as Req. Due Date |
|
Schedule for Delivery/Installation | Note Quote # / Order Name | Note Scheduled Date (In Comp Note of AI) |
| Note Req/Approx Install Date |
|
| Install Drawings Completed / Attached |
|
Generate Client Billing | Note Quote Number | Saved Cust Inv to Project Docs |
| Note Email to Send Cus Inv To (If Applicable) | Mark Order as Complete |
| Attached Cust PO or Signed Quote |
|
Schedule Commissions | Note Quote # / Order Name | Mark Project as Complete |
Delve into the other Action Item sections to explore the intricate details of Action Items here! Your understanding of these elements will serve as a solid foundation for harnessing the power of e-manage|ONE's Action Items feature.