The Sales Queue shows Products as they move from Sales to Production to Completion, as well as the collection of Payment. Products are shown in different Queues based on their Status and are updated manually as the Product advances through the workflow. In the Sales Queue, Orders are listed on a Product-by-Product basis except for the Past Due and On Account Queues, which are listed by entire Order. These Queues are organized by Invoice numbers so that salesperson can view and email Invoices without leaving the Queues. For more information on Statuses, please see Statuses and Detailed Workflow.


Note: When an Order is placed, the Product Status will be listed as Order Review and it automatically appears in the Sales Review Queue unless it was updated when it was entered.



Table of Contents



The Sales Queues can be located by navigating to Sales Module / Queues and selecting the appropriate Queue either from the Queues dropdown, or from the tabs located across the top.


Sales Queue Filters


a. Headers at the top of the Queue can be used to filter the Orders or Estimates according to that particular attribute.

b. Save the filters you’ve selected by clicking the Pin icon. 

c. By default, each Queue displays all Products sorted by due date or follow-up date, with the most overdue items shown at the top so you can quickly identify what’s most urgent. You can adjust the view by clicking the Product Due header to re-sort the list, or by hovering over the question mark to see the Product Due Color Legend.




Statuses in the Sales Queues


Each Queue in the Sales Module has certain Statuses associated with it. When an Estimate or Order has that Status, it will display in the appropriate Queue.



Estimates Queue 


The Estimates Queue shows salespeople which Estimates require follow-up.


A. Estimate: Estimate:  The Product is in the initial Estimate stage. If the Customer Portal is enabled, Products with the Estimate: Estimate status are not visible to customers. All other Statuses can be viewed in the Portal.

B. Estimate: Approved: The Customer has approved the Estimate in their Customer Portal, or the salesperson has received approval from the Customer and updated the Status in the Sales Module.


Estimates in Design 


This Queue shows you where a Product is in the Design process. 


C. Estimate: Design Needed:  The Product needs a design before confirming Order Status.

D. Estimate Revision: Indicates changes need to be made to the Design.


Sales Review 


This Queue includes Products in Sales Review, requiring review by the salesperson.


E. WIP: Order Review:  This is the default Queue for newly created Orders as well as Estimates that have been converted to Orders.

F. WIP: Sales Review: The salesperson needs to review the Product.


Customer Action Needed 


This Queue lists Products pending Customer Proof actions, such as approval or revision.


G. Estimate: Awaiting Customer Approval:  This Product must be approved by the Customer before it can be converted into an Order. Customers can approve Estimates through the Customer Portal.

H. WIP: Awaiting Customer Action: Waiting on information from the Customer other than Estimate or Proof approval, such as updated artwork, permits, or similar items.

I. WIP: Awaiting Proof Approval: The Product Proof needs to be approved before moving to the workflow.


Work In Progress (WIP) 


This Queue is where you can find items that are in Design or Production.


J. WIP: In Design:  Orders that need Design work or a Proof. 

K. WIP: In Design Revision:  Orders that need Design changes.

L. WIP: Proof Approved:  The Design Proof has been approved by the Customer, but has not been moved into the Production workflow.

M. WIP: Design Review:  Products with this Status need the Designer input.

N. WIP: In Production:  This is where you can review all Products waiting to be produced.

O. WIP: Quality Control:  Products in this Status need to have a quality check completed before the Customer receives them.


Vended 


This Queue is where you will find items that are not being produced in your center.


P. WIP: Vended Products: Includes any subcontracted or outsourced Product.


Built Queue 


This Queue contains items that have been Produced and are waiting for Pickup, Delivery, or other next steps.


Q.  Built: Awaiting Customer Pickup:  Includes finished Products the Customer will Pickup at your center.

R.  Built: Awaiting Installation:  Finished Products that your center is coordinating for installation.

S. Built: Awaiting Shipping:  Finished Products that need to be Shipped via USPS, UPS, FexEx, etc.

T. Built: Awaiting Delivery: Finished Products that your center will Deliver in-house or via courier.


Past Due 


This Queue organizes information at the Invoice level, not the Product level. It includes only Invoices marked as Completed.


U. Past Due Queue:  All Invoices that have not been paid within their credit terms.


On Account 


This Queue organizes information at the Invoice level, not the Product level. It includes Invoices that are in a Completed Status 


V. On Account Queue: The Customer has received the Product on their Order but has not yet paid in full, but are still within their credit terms.


All Active 


From this Queue you can toggle between all Active Products and all Active Orders.  This view includes all items in WIP or BUILT status.


W. Product: Allows you to view all Active Products.


x. Order: Allows you to view all active products.