How to release a mock-up

VISION:

This process was created to allow Estimators with no experience of how to release a Mock-up to familiarize themselves with the process and to release a Mock-up into production.

COMMITMENT:

This applies to all estimating department.

EXECUTION:

See steps below

TEMPLATES AND RESOURCES:

Example of signed Mock-up shops:

11.24.23_335_8th_Ave_MU.c.pdf

Example of signed Mock-up quote:

Signed_P20173_-_176309_335_8th_Ave._11-13-2023_1115_-_signed.pdf

Example of a released Mock-up order:

https://orders.intuswindows.com/orders/properties/8989

Link to the guide of “How to prepare a mock up?”
https://desk.intuswindows.com/portal/en/kb/articles/how-to-prepare-mock-up

If we need to release a mock-up into production, it means that all the necessary information and documents are already obtained. The main items to release a mock-up is as follows:

-         Signed Mock-up shops (signed by Kurtis or Client)

-        Signed Quote (Signed by Client and only applies if the Mock-up quote amount is greater than $0)

-        Shipping mode and Buyer’s information (This information is provided by the PM together with the Mock-up request in Bluescreen) ->

-> Go to the BS (Blue Screen), find the last Mock-up proposal that was submitted, based on which the shop drawings were prepared and click on the pre-release button. A table will then pop up, where in the "linked orders" section you need to link this order to the other order for this project, if any. However, in most cases, the mock-up order will be the first one, so there will be nothing to link to. In the "Shipping Mode" section, select the shipping method for the mock-up, i.e. Air freight or Ocean freight. And then click Pre-release again

INSERT IMAGE FOR STEP THREE

Intus Windows covers the cost of the Mock-up up to $3000 together with standard shipping (sea container). If a client will order Mock-up with air freight shipping, Intus will cover up to $3000 for Mock-up position, but air freight price should be fully paid by client. So, there might be various situations depending on whether a Mock-up is paid by client or by Intus, also if Mock-up with a price of $0, or a Mock-up with a price of greater than $0, and if the price is greater than $0, does the client want to pay that price with the main order or separately. Mock-ups are usually released into production before the Main Order, but on rare occasions Mock-ups might be also released into production after the Main Order is released

Release steps for Mock-ups released into production before the Main order

Situation#1

If a Mock-up is paid by Intus -> If Mock-up Price 0$ and Custom Service Price 0$ ->

Steps in BlueScreen: Go to the BS, find the last Mock-up proposal that was submitted, based on which the shop drawings were prepared and click on the pre-release button. A table will then pop up, where in the "linked orders" section you need to link this order to the other order for this project, if any. However, in most cases, the mock-up order will be the first one, so there will be nothing to link to. In the "Shipping Mode" section, select the shipping method for the mock-up, i.e. Air freight or Ocean freight. And then click Pre-release again ->

->You will then be redirected to the Mock-up order. Then in the documents section, attach the Signed Mock-up Shop drawings and Mock-up Shop drawings for production ->

 ->Fill in the "Buyer's information" section with the information provided by the PM to BlueScreen ->

-> Then in the section "Order properties", change the status of the order from "Pre-released" to "Confirmed for Release"->

-> You will receive an email notification that your Mock-up order has been confirmed for release

Situation#2

If a Mock-up is paid by Intus -> If the price of either or both of Mock-up/Custom service is greater than 0$ -> If the client wants to add the price for the Mock-up to the main order ->

-> Follow the same steps described above "Steps in BlueScreen" (in green color)->

-> You will receive an email notification that your Mock-up order has been confirmed for release ->

-> The Mock-up upcharge will be added to the Main Proposal -> Then, after copying the main proposal, you need to check if the correct amount has been added

Situation#3

If a Mock-up is paid by INTUS -> If the price of either or both of Mock-up/Custom service is greater than 0$ -> If the client wants to pay the Mock-up/Custom service price with a separate invoice ->

-> Follow the same steps described above "Steps in BlueScreen" (in green color)->

-> You will receive an email notification that your Mock-up order has been confirmed for release ->

-> The Mock-up upcharge will be added to the Main Proposal -> Then, after copying the main proposal, you need to check if the correct amount has been added ->

-> Submit the Ticket to Accounting Department to send a separate invoice

Situation#4

If a Mock-up is paid by Client -> If the price of either or both of Mock-up/Custom service is greater than 0$ -> If the client wants to pay the Mock-up/Custom service price with a separate invoice ->

-> Follow the same steps described above "Steps in BlueScreen" (in green color)->

-> You will receive an email notification that your Mock-up order has been confirmed for release ->

-> Once the Mock-up is ready to be sent, the Accounting Department team itself takes action to send the invoice to the client

Situation#5

If a Mock-up is paid by Client -> If the price of either or both of Mock-up/Custom service is greater than 0$ -> If the client wants to add the price for the Mock-up to the main order ->

-> We do not have that option. If the Mock-up is Paid by the Client, then a separate invoice will be sent as described in Situation#4

Release steps for Mock-ups released into production after the Main order was released

Situation#1

If a Mock-up is paid by Intus -> If Mock-up Price 0$ and Custom Service Price 0$

-> Follow the same steps described above "Steps in BlueScreen" (in green color) ->

-> You will receive an email notification that your Mock-up order has been confirmed for release ->

Situation#2

If a Mock-up is paid by Intus -> If the price of either or both of Mock-up/Custom service is greater than 0$ -> The client must pay for the Mock-up/Custom service with a separate invoice (can't is add it to the main order if the main order is already released)->

-> Follow the same steps described above "Steps in BlueScreen" (in green color)->

-> You will receive an email notification that your Mock-up order has been confirmed for release ->

-> System will trigger a ticket for “Project Estimation” department-> Estimating department manager will get a notification

 -> Estimating department manager will change the status of the Mock-up order from "Paid by INTUS" to "Paid by Client", because of which the Accounting department will receive notification to create an invoice for the client

Situation#3

If a Mock-up is paid by Client -> If the price of either or both of Mock-up/Custom service is greater than 0$ -> The client must pay for the Mock-up/Custom service with a separate invoice (can't is add it to the main order if the main order is already released)->

-> Follow the same steps described above "Steps in BlueScreen" (in green color)->

-> You will receive an email notification that your Mock-up order has been confirmed for release ->

-> Once the Mock-up is ready to be sent, the Accounting Department team itself takes action to send the invoice to the client

Created By:

TADAS STANKUS

Approved By:

SIGITA ŽELVYTĖ

Date Approved:

06/03/2024

Date Created:

06/03/2024

Date Last Modified: