Production/task management with sales order taking

Deanna Vergari

We are a small custom sign manufacturing company.  Our clients can order any number of  products at a time ranging from small items to custom furniture.  All have a similar start to finish process with some customization along the way.  We would like sales reps to be able to enter orders directly into a page with details on each item. We would like to see progress on each company by whole order and the progress of each item.  We would also like to sort by item to be able to order necessary goods to build.  

 

We have determined we are more like project management than manufacturing.  However not pure project managment.  

 

Any samples or template suggestions?  Is anyone working with this type of business.  

 

Any help would be appreciated.

 

Travis

Hello Deanna, Thanks for the question - it sounds like Smartsheet could be a great solution for you. I would recommend setting up a 1 on 1 session with our design desk team. They can help you set up sheets and processes based on your exact requirements. You can sign up for a design desk session here: http://www.smartsheet.com/services

 

 

John Lalli

Hi Deanna,

What solution did you finally arrive at for this issue?

 

Thanks,

John