Order Confirmation (Closed Won)

When the order is confirmed (Closed Won), an email is sent to the person who sent the quotation.

https://gyazo.com/d7d919e57fbb36afbc158ad36121802e

Immediately after the order confirmation, take actions as follows:

Who should be in charge?

The person who sent/received confirmation of quotation from Xero

Change the status of Project Master

Go to the project master and change the status of the project from Listed to "Working"

Input Sales and Cost amount to these fields.

https://gyazo.com/875d825ea36b2e8dcbd16892bd40164b

Change the status of HubSpot Deal

Go to Hubspot and change the status of deal to Closed Won

https://gyazo.com/6b2bfbe7c30d6796e07392765d29e6ea

Update tasks on Asana

Go to Asana>Project and update tasks. Create tasks if necessary and update Due dates.

https://gyazo.com/7fbbba1c0b18da9b1c4945788ee3181c

then go to progress and set deadline. Click to Add to Dashboard if not yet.

https://gyazo.com/fea18718d006fa6f7041813d3cf9e224

Send invoice for advance

For so me projects especially, printing and web, we charge invoice for advance. Accountants should send invoice for advance from XERO.

Immediately after the order is confirmed, send the invoice for advance to the customer. The project officially start after the payment is done by the invoice for advance.

For domain and server fee on Web project, no need to send an advance but simply invoice.