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Furniture Project Management

Furniture Project Management. Welcome. Connect Conference 2013. This is an exciting opportunity for everyone involved. The benefits go beyond just training and education—collaborate with your peers and inspire others around you. educate • collaborate • inspire.

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Furniture Project Management

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  1. Furniture Project Management

  2. Welcome Connect Conference 2013 This is an exciting opportunity for everyone involved. The benefits go beyond just training and education—collaborate with your peers and inspire others around you. educate • collaborate • inspire

  3. Furniture Project Management DDMS Furniture Project Management is the single most powerful tool in the system. This class will explain how to access information for furniture projects, orders, purchase orders and items. In addition, you will learn how to create and implement templates for quick access to pre-established queries.

  4. Furniture Project Management Importing Files • Import Control Panel • Validating • Importing • Starting / Stopping the imports • Import Schedule

  5. Furniture Project Management Project Management Levels • Project Level • Order Level • Order Summary PO Level • Item Level • Event View

  6. Furniture Project Management Project Management Limits • Current Data • Historical Data • Quotes Only • Exclude Quotes • Include Quotes

  7. Furnitre Project Management Project Management Limits

  8. Furniture Project Management Project Management Limits

  9. Furniture Project Management Project Management Limits Limit to Order Statuses of 6-7 to view all open orders!

  10. Furniture Project Management Project Management Limits

  11. Furniture Project Management Project Management Limits Limit to Order Status of B to view all completed orders!

  12. Furniture Project Management Project Management Limits

  13. Furniture Project Management Project Management Limits Exploring views of the data • Common limits and their functions: • Order ID = Complete number with dash • For example, 11143-0 • Order Number = Root Number (i.e., 11143) • This limit will view 11143-0, 11143-1, 11143-2 and so on • Third Party Billing = True / False • Entire Order Complies with Limits • The whole order must fit the limit criteria

  14. Furniture Project Management Templates • Setting Up Templates • Setting Up Groups • Security

  15. Furniture Project Management Templates

  16. Furniture Project Management Don’t forget to turn in your session survey for a chance to win a $250 gift certificate Surveys can be turned in at the Conference Registration in the Trinity Foyer or in the Lab located in the Pegasus Ballroom (both located on the lobby level)

  17. Furniture Project Management

  18. Customer Service & Support Contact Information • Support • 800-366-4778 • Monday – Friday • 7AM-7PM CST • Training • 800-959-3367 Option 5 • professional.services@ecisolutions.com • Virtual class training • One on One training • Onsite training

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