Budd's Supply Fixture selections and invoicing

Objective: This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an  assistant in   Budd’s Plumbing to track down a key performance indicator that tracks our overall conversion of the marketing spend we are spending within Budd’s Plumbing.  

Listed below are the instructions on how to add fixture selections to a quote. After fixtures are selected and quote is approved an invoice will be sent out for payment from Budd’s Supply Quickbooks. Payment is to be received via Credit Card or ACH in full before any fixtures are ordered. 

Fixture Selection Received 

A fixture selection will be received from the vendor via email. This selection will be made from either customer selection provided, customer in person assessment with the vendor or we will provide “stocked” items as shown in our price list. 

Email Received from Vendor of selections 

  1. Emailed received from vendor with pricing and pictures 

                      i. If pictures are not provide

                              1. Request picture list of selection received 

         2. Attach PDF of both pricing and picture list to notes inside jobber quote 

              a. Scroll to bottom of quote 

              b. In note detail type “Fixture Selection” 

              c. Download PDF and drag into Select a File

               d. Check “Jobs” box

Building a Quote 

  1. Inside jobber quote select Add Optional Line Item

         2. Search line item “Fixture Option”

         3. Copy and paste fixture description from quote provided by vendor

          4. Add picture of fixture provided by vendor to line item

           5. Input fixture list price as shown on vendor quote

           6. Repeat for all additional items and/or options. 

           7. After All items have been added to added to quote search line item “Fixture Agreement” 

           8. Send Quote to via Text and/or email. 

Loom Video instructions: 

https://www.loom.com/share/3f3b9699e5104eda8345bc3fab07db32?sid=83e1a728-27c7-41a9-bce0-95bda945c4ce

Selections Made and Approved 

Note: This SOP can be customized based on the specific requirements and guidelines of Budd’s Plumbing. Regularly review and update the SOP to ensure it remains accurate and aligned with the company's evolving needs. Make notes below in Red that would make this SOP more efficient. Before changing the SOP above, Ben and Mike need to sign off on it.