Running your business on SnapLedger · Furniture & Fit-out · Lesson 7 of 10

Build it, cost it, deliver it

3:30 · Captions: English, Arabic, French and Chinese.

If materials are written off the day they're bought, no job ever shows what it really cost — and nobody can say which jobs make money. In this lesson, the pieces are built, charged to Qamar Bay's job, and delivered.

What you'll learn

  • Record what the workshop built
  • Charge it to the job in one press, and read the job's cost against its price
  • Deliver, and invoice the balance

Step by step

  1. Record what was built — Omar records what the workshop has built — here, the reception desk. One press: its boards and hardware come off the shelf by its bill of materials, and the finished desk goes in, carrying everything that went into it, plus the workshop time set for each piece. A workshop that tracks every batch can run production orders instead; Dunewood keeps it simple.
  2. Charge it to the job — The other pieces are recorded the same way. Now the job's cost belongs to Zuhair. On the job, one press — Reserve & issue everything — takes the finished pieces off the shelf, charges them to Qamar Bay's job, and posts it to the books.
  3. The job's cost — And here's the number nobody had before: what this job has cost so far, right beside what the workshop has agreed to earn from it. Not at the end of the year — today.
  4. Delivery — The furniture goes to Qamar Bay's office, so Zuhair moves the job on to delivery. Zuhair files the signed delivery note on the job: one upload, and it sits on the delivery card with the job's other papers. Then he marks every piece delivered, in one press. Nothing is left to deliver, so the job moves on to its last phase: closing.
  5. The balance invoice — Delivery is the second payment stage. The same quotation becomes the balance invoice, in Dunewood Living's name — and, once more, the workshop's invoice for its share. The invoice starts from the quotation's lines again. Zuhair bills the second stage: one line — the balance, the other half — in English, and he issues it. It takes the showroom's next number, and goes into the showroom's books as its sale. In Dunewood Living's name, with the showroom's bank account — just like the advance.
  6. Both invoices — And once more, issuing it has lined up the workshop's invoice to the showroom, for the workshop's share.

Zuhair confirms the share, drafts the invoice, opens it in the editor, sets it in English, and issues it. Issuing it delivers it straight into the showroom's books, as a bill to pay. From Dunewood Workshop to Dunewood Living, for the second stage of this job. Every stage, both invoices, straight from the job. Next: the paperwork. Lina keeps the books — and most of it does itself.