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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 12/6/2018 9:42 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 4223
Template/Type: Brandon Time
Title/Caption: On site training
Start Date/Time: 12/12/2018 12:00 pm
End Date/Time: 12/12/2018 4:00 pm
Main Status: Active

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Notes:

Went in to town to meet with Industrial Tool & Supply. We setup some new dates for a test and dry-run and also a live inventory counting date and go live date. I spent about 2 hours with Mindy, the head accounting lady. We went over lots of flow and even popped in and made a number of new expenses. We altered some location and tax settings and answered some other questions that she had. She is picking things up and doing very well.

One of the requests that Mindy has is to help with PO's, ordering, and vendor terms and discounts. For example, say you have some items that you need. If you pay prior to the vendor invoice getting too old, you get a discount. Say something like 20 net 10 (you get a 20% discount if you pay your bill within 10 days). Anyways, I asked Mindy if she would be willing to help work with us to get some of the vendor discounts and vendor special terms worked out and available in the system.

I also spent some time with the main manager, talking about needs and options for our dry-run and go-live dates and events. The other guy that I spent some time with was the IT or tech guy, Zak, we talked about bulk tools, possible import items and prices tools, API sockets, and a digital wish list for ordering. We went over some existing ideas and also how a new idea and/or concept might be really nice if we could gather up all of the wish lists (and/or needs per vendor) and then be able to look at that and use the wish list to help make and/or create the new PO (purchase order). We also talked about a way to keep things clean and easy so that if a certain wish list item was not needed, it could go away without any problem. On the other hand, if something was needed, it could be used to help build out the PO in a quick almost reverse shopping cart type manner. Just for the record, we could use a wish list PO, JSON storage, or something else to help capture the wish list items and then be able to push them out to a real PO or something. Some cool ideas.