Tracking and Billing for Customer Storage
In evidenza
My company sells and installs ATMs and other equipment for financial institutions. There are a small amount of customers who use our warehouses to store units that are not being used, which we bill for. I am trying to find the best way to track and send reminders to bill for these storage fees. Wondering if anyone has had a similar situation and how they created this in Wrike.
While we don't have the precise need you details - we do use the automation rules to send notifications to team members when certain criteria is met - this helps our teams stay on track of what is going on - even if you just add the automated comment (versus changing status, etc)
https://help.wrike.com/hc/en-us/articles/1500005220022-Creating-Automation-Rules
Following, as we are trying to figure out how to best stay ahead of our projects. Like the automation rules about notifications.
Hanna Zepeda it depends on how you work with it now.
Do you mean you need a task for soembody to send out the bills? Use the recurrent task feature, so the assignee will get a task to amke the bill every month or whatever you need.
If you are using Wrike to track also your storage (don't know how, but it could be that you have a way) then the automation rules could be a solution.
Hard to say without knowing your usage of Wrike.
Following this post as it has applications for our needs as well.
So far, I have created a 'Units in Storage' folder in our project management space.
From there I created folders for each customer who has a unit in storage, and tagged these folders to the customers folder in our 'customer' space. This allows for visibility for the sales team and anyone else outside of the PM team to see what is being stored from that customer.
Then within that folder, I added a task for each unit with a recurring date for the end of each year.
This will act as our reminder to follow up with the client to see if they want to continue storing their unit with us, and if they do, we will bill them annually for the full year.
I have also created a space for 'unassigned' units, which are just extra units that our company owns, with each unit as its own task, that way we can adjust the title of the task to reflect whatever needs to be done with the unit. Ex. Dispose of unit, move to office to be stripped for parts, etc.
I think automation rules is the best approach. An automation applied to a task, add calendar days when the status doesn't or add a comment and tag the users that are assigned to complete the task. I hope this helps!