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Harbor Lobby

Northwind Electric · SO# 9001 · Customer PO PO-7781 Not linked

Team: SB Steve Basso (main PM) JT Jack Trentacosta (helping) + add PM

Create PO Create invoice Quote Client preview 🖨 Print client copy

1 · Intake

2 · Kickoff

3 · Submittals

4 · Ordering & release

5 · Shipping

6 · Delivered

7 · Billed & complete

Waiting waiting on a field dim or a decisionOrder needs a purchase orderSubmittal waiting on shop drawingsOrdered / Shipping on its wayDelivered / Bill done, or ready to invoiceComplete nothing left

Money summary

All percentages are by dollars, never by line count or qty

Contract — sales order lines and change orders$100,000

Sales order line	Qty	Line $
Cove L1	1	$100.00
Downlight	1	$100.00
Not ordered	1	$100.00
Send drawings	1	$100.00
Dim to check	1	$100.00
Over two percent	1	$100.00
Fix drawings	1	$100.00
Second approval	1	$100.00
Total of Order	1	$1.00
Sales order total		$801

Approved change orders, included in the contract

None.

PO	Vendor	Line	Qty	Cost
PO 44521	Acme	Downlight	1	$0.00

Ready to invoice · $35,000 (35%)Create invoice

	Line	Price	In this invoice
Sales order	Cove L1	$100.00	$35.00
Sales order	Downlight	$100.00	$35.00
Sales order	Not ordered	$100.00	$35.00
Sales order	Send drawings	$100.00	$35.00
Sales order	Dim to check	$100.00	$35.00
Sales order	Over two percent	$100.00	$35.00
Sales order	Fix drawings	$100.00	$35.00
Sales order	Second approval	$100.00	$35.00
Sales order	Total of Order	$1.00	$0.35

60% done − 25% billed. Each “in this invoice” amount is 35% of that line. The total ready to invoice is $35,000, 35% of the $100,000.

■ Billed 25%■ Done, not billed 35%■ Shipping 0.1%□ Not delivered yet 39.9%% of the job completed is 60% (you set this). Delivered dollars suggest 0%. Change it under Edit job.

What needs doing on this job

7 items

Sales order lines

Check all released Check all delivered

Description is exactly as on the sales order — no codes or numbers added in front. Save line writes that line and, when it is linked, the matching sales order line. Save all does that for every line.

Pick	Description	Type	Qty	Unit sell	Line $	Vendor	Status	On PO	Ship / tracking
	Cove L1 Cost $	A	1	$100.00	$100		Waiting on field dim	—	—
Saves this line. Description, quantity, and sell price also update the linked sales order (same SO #) when this line is tied to one. Other lines stay as they are. The purchase-order type is left blank — the type here is only the fixture type on the job. Description Type Maker Vendor Qty Sell $ each Cost $ each Shop drawings Field measurement Submittal SentReceived Not ReleasedWaiting on a field measurement Released Ship Delivered Quote measurement — in Field measurement (in) Date received Checked Change order?
🔒	Downlight	B	1	$100.00	$100		Shipped	PO 44521	UPS 1Z999AA10123456784 · ship 10/01
Saves this line. Description, quantity, and sell price also update the linked sales order (same SO #) when this line is tied to one. Other lines stay as they are. The purchase-order type is left blank — the type here is only the fixture type on the job. Description Type Maker Vendor Qty Sell $ each Cost $ each Shop drawings Field measurement Submittal No shop drawing needed ReleasedClear to release Released Ship Delivered UPS 1Z999AA10123456784
	Not ordered Cost $	C	1	$100.00	$100		Ready to order	—	—
Saves this line. Description, quantity, and sell price also update the linked sales order (same SO #) when this line is tied to one. Other lines stay as they are. The purchase-order type is left blank — the type here is only the fixture type on the job. Description Type Maker Vendor Qty Sell $ each Cost $ each Shop drawings Field measurement Submittal No shop drawing needed Not ReleasedClear to release Released Ship Delivered
	Send drawings Cost $	D	1	$100.00	$100		Submittal · send shop drawings	—	—
Saves this line. Description, quantity, and sell price also update the linked sales order (same SO #) when this line is tied to one. Other lines stay as they are. The purchase-order type is left blank — the type here is only the fixture type on the job. Description Type Maker Vendor Qty Sell $ each Cost $ each Shop drawings Field measurement Submittal SentReceived Not Released Released Ship Delivered
	Dim to check Cost $	E	1	$100.00	$100		Waiting on field dim check	—	—
Saves this line. Description, quantity, and sell price also update the linked sales order (same SO #) when this line is tied to one. Other lines stay as they are. The purchase-order type is left blank — the type here is only the fixture type on the job. Description Type Maker Vendor Qty Sell $ each Cost $ each Shop drawings Field measurement Submittal No shop drawing needed Not ReleasedField measurement needs to be checked Released Ship Delivered Quote measurement — in Field measurement (in) Date received Checked Change order?
	Over two percent Cost $	F	1	$100.00	$100		Waiting on a change decision	—	—
Saves this line. Description, quantity, and sell price also update the linked sales order (same SO #) when this line is tied to one. Other lines stay as they are. The purchase-order type is left blank — the type here is only the fixture type on the job. Description Type Maker Vendor Qty Sell $ each Cost $ each Shop drawings Field measurement Submittal No shop drawing needed Not Released Released Ship Delivered
	Fix drawings Cost $	G	1	$100.00	$100		Submittal · fix and send again	—	—
Saves this line. Description, quantity, and sell price also update the linked sales order (same SO #) when this line is tied to one. Other lines stay as they are. The purchase-order type is left blank — the type here is only the fixture type on the job. Description Type Maker Vendor Qty Sell $ each Cost $ each Shop drawings Field measurement Submittal SentReceived Not Released Released Ship Delivered
	Second approval Cost $	H	1	$100.00	$100		Submittal · waiting on 2nd approval	—	—
Saves this line. Description, quantity, and sell price also update the linked sales order (same SO #) when this line is tied to one. Other lines stay as they are. The purchase-order type is left blank — the type here is only the fixture type on the job. Description Type Maker Vendor Qty Sell $ each Cost $ each Shop drawings Field measurement Submittal SentReceived Not Released Released Ship Delivered
	Total of Order Cost $		1	$1.00	$1		Ready to order	—	—
Saves this line. Description, quantity, and sell price also update the linked sales order (same SO #) when this line is tied to one. Other lines stay as they are. The purchase-order type is left blank — the type here is only the fixture type on the job. Description Type Maker Vendor Qty Sell $ each Cost $ each Shop drawings Field measurement Submittal No shop drawing needed Not Released Released Ship Delivered
	9 lines · Sales order total				$801	A lock means the line is already on a purchase order, so it can’t be picked again. Save line writes that line and, when it is linked, the matching sales order line. Save all does that for every line.

Create sales order · Open the full purchase order form

Purchase orders by vendor

+ Create PO

Acme email fills in when you create the POOrdered

PO 44521 · 1 line · cost $0 · Sent to vendor

No vendor yet email fills in when you create the PONot ordered yet

2 lines not ordered yet ($101 sell) — tick them above and click Create PO

Shipping & tracking

From the ship date and tracking on each line

10/01 UPS 1Z999AA10123456784 — Downlight

TBD Cove L1 — waiting before it can ship

TBD Dim to check — waiting before it can ship

TBD Over two percent — waiting before it can ship

Submittals

0 of 4 approved

H2nd approval pending

DNot sent yet

GFix and send again

AWaiting on a field measurement

Shop drawing files

No shop drawing files saved yet.

Staff only — never shown on the client page. Click + To client on a file to attach it to the next client preview email (off by default). Up to 10 files at a time. Files over 25 MB are kept as a download link (90 MB max each).

Questions

1 open

RFI-1 Ceiling height?Waiting

Post RFI

Change orders

None

No change orders yet.

Add CO / Change order quote

Notes & activity

Shared with the PMs on this job. Never shown to the client.

No notes yet.

PO 44521 created for Acme

Sheet notes and emailing the client

✉ Email client preview

Emails the client page as a PDF with all prices hidden (incl. change-order $). No portal link or site access. cc's the PM; logged in Notes. Submittals/emails marked To client are attached too. TEST jobs go only to AnthonyR@gothamlgt.com.

Gotham Lighting Supply · jobs.gothamlgt.com