On the Work Order, the Priority field shows the status of the frame job. When a new work order is created, the Normal priority is the default and is automatically entered. Other options which can be selected are: Rush, Promised and Back Ordered. These selections do not affect the price of the order.
If you wish to add a fee with the selection of Rush, then it needs to be added to the Price Codes file as a “Rush Charge” in the Extra group. It can be a fixed dollar amount per order or a price per united inch which would take into account the size of the piece and charge more for larger sizes.
Tip: You can also base the Rush Charge as a percentage of all of the frame elements by entering it into Multi-angle field. (Eg. The item Rush Charge, with a .02 markup, will multiply all the frame components on the work order by 2% and add that amount to the order.)
By selecting Promised in the Priority field, you are confirming that the piece needs to be done on the exact date entered and that you have made a commitment to the customer to have it completed on that day.
Back Ordered is used to indicate that one or more items on the order have been back ordered and so the piece is unable to be worked on or completed until the missing components arrive.
Changing the status of the Priority field will not affect the order of the Incomplete list which is still sorted by Due Date. Click on the underlined word Priority to sort the Incomplete list by: Rush, Promised, Normal, and Back Order.
Tracking Estimates: It is important to track why sales are missed. You can customize the drop down menu while in List View. Click on Edit… at the bottom of the list to identify why an Estimate was not made into a sale. Here are four reasons. (NS stands for no sale.) NS – price objection, NS – talk to partner, NS – design concern, or NS – other reason.
Perform a search of Estimates for a given time range and see if there is a trend that you can resolve. This may be helpful for sales staff if the same person consistently has “design concern” or if the store has a large number of “price objections” for specific items (Eg. posters, certificates, etc.).