Implementation Plan - 03 - Contact Management - Customers and Vendors
The implementation plan consists of setting up one awarded job so accounting and project management staff can use the system immediately. Thus, at least one customer (e.g., company and contact) and a few vendors need to be added in the Contact Management module. The customer will be referenced on the client/prime contract and vendors will be used when issuing POs and Subcontracts.
Important Things To Know Regarding Future Accounting Integration
- Client and vendor company names must match the accounting system records otherwise the AccountingLink could create duplicates upon export.
- Incorrect:
- Accounting Vendor Record: Stika Concrete, Inc.
- Excel Import File for Sage Construction Management: Stika Concrete
- Correct:
- Accounting Vendor Record: Stika Concrete, Inc.
- Excel Import File for Sage Construction Management: Stika Concrete, Inc.
- Incorrect:
- AccountingLink has an option to import all Active Employees and Vendors. Thus, creating only a few vendors manually or via import is needed.
Example Customers Based On Sage Construction Management User Perspective:
| User Perspective | Customer Company Name | Customer Contact(s) |
| Custom Homebuilder | Smith, John and Mary | John Smith, Mary Smith |
| Commercial GC | Silicon Technology Corp. | Mike Johnson |
| Commercial Sub | Tower General Contracting | Steve Tower |
Example Vendors
| Vendor Company Name | Vendor Contact(s) |
| Stika Concrete | Ray Stika, John Stika |
| Thompson Building Supply | First Name: Sales Last Name: Department |
| Home Depot (Irvine | Store 1023) |
First Name: ProSales Last Name: Department First Name: Pro Last Name: Desk |
| Home Depot (Costa Mesa | Store 1255) |
First Name: ProSales Last Name: Department First Name: Pro Last Name: Desk |
03.1 - Contact Management Overview and Settings
| Step | Task Description | Help Topic | Training Video(s) | Application Form |
| 1 | Review Contact Management Overview and Company Classifications Training Video | |||
| 2 | Review Feature Settings | Contact Management: Company Types, Vendor Insurance Types and Contact Titles | View | View | Listing |
03.2 - Add Customer(s) and Vendors (Contact Management Module)
| Step | Task Description | Help Topic | Training Video | Application Form |
| 1 | Review Active Companies and Contacts in the Contact Management Module | View | Form | |
| 2 | Add Customer and Contact that will be referenced on First Awarded Client/Prime Contract | |||
| Option A: Add Customer and Contact Manually | View | View | Form | |
| Option B: Import From Microsoft Excel | View | Import | ||
| 3 | Add Vendors and Contacts that will be referenced on POs and/or Subcontracts | |||
| Option A: Add Customer and Contact Manually (Same as Customer Option A above) | View | Form | ||
| Option B: Import From Microsoft Excel (Same as Customer Option B above) | View | Import | ||
| Option C: Once installed and setup, AccountingLink utilities can be used to import active vendors from the accounting system. | View | |||