Project Management
Manual backlog reports are a nightmare. TEAM-DESIGN! generates backlog reports based on selected criteria, saving enormous amounts of time and money.
- Displays backlog by customer, required date, salesperson, etc.
- Analyze waiting-to-invoice products separately from waiting-to-receive
- Generates deposit request/pro forma documents as needed
- Receive and mark for invoicing individually or in a single keystroke
- Salesperson booking analysis reports with comparisons to goal for week, month, quarter and year
- Product installation schedule indicates time conflicts with delivery and shipping
- Identifies products invoiced but not delivered, delivered but not received, received but not delivered, etc.
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