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Purchasing Wiki

4/5/23 Meeting

Topics

Project management and scheduling
Ordering materials
How to ensure take offs and selections are done and materials can be ordered
Deadlines for ordering
Show what has been ordered and ETA's
Any additional ordering notes
How can Arthur add items to the coda list that are not part of take off
Is the purchasing view set up correctly on all coda take offs?
Can the supers, Adam, Derek, etc use Coda instead of slack to notify Arthur of items that need to be ordered. Would that be easier to keep track of on Coda?

Agenda:

Current Purchasing Process
Review the current purchasing process at the company.
Identify any pain points or areas for improvement.
Keeping track what has been ordered for which jobs
Discuss how Coda.io can help address these issues.
Coda.io Features and Benefits
Highlight key features and benefits of Coda.io that are relevant to the company's purchasing process.
Discuss how these features can be customized to meet the company's specific needs.
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Master Table
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Lead Time
Delivery Lag Days
On Site Delivery
Order By Date
Ordered
Cost Notes
Client Price
Extended Client Price
Implementation Plan
Discuss the steps required to implement Coda.io for purchasing at the company.
Identify any potential challenges or roadblocks.
Develop a timeline for implementation and assign tasks to team members.
Training and Support
Discuss the training and support that will be required for team members to effectively use Coda.io.
Identify any resources that will be needed to provide this training and support.
Q&A and Next Steps
Open the floor for questions and discussion.
Summarize the key takeaways from the meeting.
Identify next steps and assign tasks to team members as necessary.
Closing Remarks
Thank everyone for their participation and contributions.
End the meeting on a positive note.
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