---
title: "Pole Shed Sale Process"
canonical: "https://kb.myframeworks.com.au/space/CO/30507012/Pole%20Shed%20Sale%20Process"
format: markdown
---
# Overview

The Pole Shed Sale Process is designed to streamline the sale of pole sheds by providing a clear and organized approach. The diagram below shows the entire sales process for the Pole Shed from start to finish.

![Pole Shed Sale Process.drawio.png](media://b7645b68-6daf-498f-bf77-c6418f3a8e3c)


# Prerequisite

Before proceeding with these steps, it is crucial to ensure that Frameworks are properly set up. This preparation will enable you to utilize the process effectively and achieve the desired outcomes.

> ✅ Refer to [Pole Sheds - Setup and Configuration](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30518864) for more information.

# Process Outline

> Macro (toc)

# Detailed Steps

This guide walks you through the Frameworks process for managing Pole Shed projects — from quoting through to delivery and deposit handling. It is intended for ITM users who are configuring and processing Pole Shed sales using the Frameworks system.

> 📝 **Note: **The Section and Product names within this procedure may differ in your environment.

## 1. Initial Estimation from External Quoting System

The initial estimate or quote is usually generated in an external quoting system, which is managed by an external quoting system. Within this system, all products and their respective quantities are calculated. Once finalized, the estimated quote can be sent to the customer for acceptance.

## 2. Quoting a Pole Shed

Using Frameworks, you can easily view the total dollar value of Pole Shed quotes currently in progress to help Management monitor active estimates. Navigate to **Projects** to review each quote before formally accepting it from the quoting provider.

> ℹ️ **Note: **This step is prior to acceptance and getting the detailed files from EzyQuote, etc.

### Step 1: Create a New Project and Job

1. Click the **Frameworks Menu icon** and navigate to **Sales > Transaction Processing >** **Projects**
2. Click **New **to create a new project for the pole shed.
  1. Enter the **Customer, Description** and **Assign** the sales rep** **for the project.
3. Open the **Project** and click **New Job.**
  1. In the **Job Maintenance **window, enter all the required job details, such as, Delivery Details and Customer Contact information.
  2. Ensure **Create Quote **is **enabled**
4. In **Section list, **select the section defined as your **Pole Shed Estimate** to identify it as a Pole Shed job.
5. Click **Save** to create a **Job **for the pole shed and create a Pole Shed Estimate quote.

![image-20250501-034616.png](media://72bdfa9c-ca07-478a-84ed-da46b203fdaa)

> ✅ **Tip:** This placeholder helps management track potential Pole Shed quotes before acceptance.

### Step 2: Add Estimated Costs and Sell Price

1. Under the **Jobs **section, click the job **No** hyperlink to open the **Job Details.**
2. In the **Job Details** grid, click the **Number** hyperlink to open the **Pole Shed Estimate** quote.
3. Add or Edit the **Shed Estimate** product to the quote.

> ℹ️ If a **Primary Product** was added to the **Pole Shed Estimate** section, this produce is added to quote already.

4. Use the **Special Buy-In** option to enter the estimated cost and sell price received from the external quoting system.
5. If required, from the **Actions Menu** select **Mark Entry Complete**
6. Close the **Quote.**

![image-20250501-070201.png](media://66bc7685-92fd-4994-92c8-aad497b5534b)

> ⚠️ **Important:** This is a placeholder only — not used for invoicing.

---

## 3. Accepting the Estimate and Taking a Deposit

### Step 1: Accept the Quote

Once the customer accepts the estimate, you can proceed to accept the estimate quote.

1. Click the **Frameworks Menu icon** and navigate to **Sales > Transaction Processing >** **Projects**
2. Find and open the Project and related Job.
3. From the **Job Details**, click **Accept/Reject Quotes.**
4. In the **Accept/Reject Quotes **window, select the estimate transaction and click **Accept/Reject Selected**
5. In the **Accept/Reject Quote(s) **window, from the **Process **drop-down menu, select **Accept Quote(s) **or **Reject Quote(s)**
6. Update the rest of the details as required.
7. Click **Save** to accept of reject the quote.

The **Type** of the Pole Shed Estimate will be updated to **Order** on refreshing the Job Details.

> ⚠️ If an estimate or quote is rejected, the project is automatically closed.

> ✅ Refer to [Accepting or Rejecting Quotes en masse](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30514176) for more information.

### Step 2: Create a Sales Order for the Deposit

If the customer accepts the quote, create a new sales order for the deposit. 

1. In the **Job Details** section, click **New Order** to create a new sales order,
2. Update the necessary fields, ensuring:
  1. **Type: **is set to **Order**
  2. **Section: **the **Pole Shed Deposit** section is selected. This will auto-insert the correct deposit product.
3. Click **Save** to create the deposit Sales Order.

> ℹ️ If you didn’t add the **Pole Shed Deposit** section when creating the sales order, go to the **Header **tab and add it there. Then, manually add the **Shed Deposit** product to the order.

![image-20250502-010810.png](media://b47aef23-eb09-43e3-b4d0-4243a6d444c2)

> ✅ Refer to [Create a Sales Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30508722) for more information.

### Step 3: Adjust and Invoice

1. Update the deposit amount (**Sell Price**) of the Shed Deposit product as required (this product should have **no cost**).
2. Invoice the customer.
  1. From the **Actions** menu, click the **Pick & Release** option to send an invoice to the customer.
  2. The **Order Release** popup will show; update the fields as necessary, then click the **Release** button.

![image-20250502-023259.png](media://b2f4bb06-0ff0-40e3-b3d6-1b7603ffe3d0)

### Step 4: Record Customer Payment

When payment is received, it is allocate it to the deposit invoice. This clears the customer’s balance but leaves the deposit in the **Balance Sheet**, ready to be offset later.

![image](media://f8939f08-b96a-4a8f-a0f2-ab0bb265e761)

 

> ✅ Refer to [Processing Customer Payments](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30516976) and [Allocating Payments](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30515668) for more information.

---

## 4. Design Phase and Product Import

### Step 1: Open the Estimate Sales Order

1. From within the **Job Details,** click the **Number **hyperlink to open the **Pole Shed Estimate **transaction that had the **Shed Estimate** product placeholder in it.

> ℹ️ The **Shed Estimate** product placeholder can stay for now.

2. From within the **Sales Order Maintenance **screen, add the **Shed Design Fee** product with:
  1. A **Nil Sell Price**
  2. The **Cost** from the supplier

![image-20250505-062907.png](media://fe9164db-d1c1-4e34-9d81-3604e843c03a)

### Step 2: Create a Linked Purchase Order for the Design Fee

Create a **linked PO** for the Design Fee product to pay the supplier, for example, EzyQuote.

1. From the **Actions **menu, select **Linked PO.**
2. In the **Sales Order Fulfilment** (SOF)** **screen:
  1. Select the **Shed Design Fee** product.
  2. Select the required **Supplier**
  3. Click **Create Order **to generate a linked purchase order for the design fee to be sent to the external quoting provider

![image-20250505-063124.png](media://dc51a11b-ed9d-48b2-a5a9-ed16a04b11b6)

> ✅ Refer to [https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30523144](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30523144) for more information.

### Step 3: Import Final Product List

Once the detailed quotation is received from the external quoting provider, delete the placeholder **Pole Shed Estimate** product.

Import the file from the external quoting provider to bring the full list of components into the Sales Order and make adjustments as necessary.

> 📝 This is now the **master Sales Order** for the project.

To import files, perform the following:

1. Open the **Actions** menu and select **File Imports **
2. Select** EzyQuote **to import the CSV file.
  
3. Click **Browse** or drag and drop to import the file.
4. Click **Upload** to load the file. The products should be populated in the Sales Order transaction with the same quantities as the import file.

![image-20250505-064738.png](media://7c94a02f-5641-42fe-afe0-874bad2a80fa)

> ⚠️ **Important: **To resolve any invalid imported product mappings, click the **warning **icon under the **Actions** menu to open the **Resolve Order Lines** window. Once the invalid imported product mappings are resolved, click **Apply and Close **to add the resolved products.

The Pole Shed is now ready and waiting for the first delivery.

---

## 5. Stage 1 Delivery and Beyond

### > Macro (anchor)

Step 1: Add Imported Products to your Shed Template (Kit) product

You may need to deliver the pole shed in a single shipment or across multiple deliveries. Now that all the components have been imported into the master Sales Order, Frameworks supports both options.

If you're delivering everything in one go, you can skip the **Split the Sales Order** step. All component lines will be added to a single Shed Template (Kit) product.

> ✅ **Tip: **You can access the master sales order via the **Project Job, **as created above, or the **Sales Orders Dashboard. **

Once the sheds master sales order is opened:  

1. In the **Product** field on the **Order Lines** tab, enter the **Shed Template **(Kit)** **product ID or use the **search** icon to find the required **Shed Template** (Kit) product.
2. The **Kit Order Line Maintenance** window opens automatically, allowing you to select or add components to the kit.

> ℹ️ **Note:** The **Kit Order Line Maintenance** window display the components already applied to the **Shed Template **(Kit)** **product, as set up in[https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30518864](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30518864).

3. Click **Actions **and select **Move Transaction Product to Kit **to open the **Move Lines to Kit **window.
4. Enable the **Select** checkboxes next to each imported components you want to include in the **Shed Template** (Kit) product or click **Select All** to select all products.

> ℹ️ For staged deliveries, only select the products you are planning to deliver.

![image-20250506-022424.png](media://349a67c7-21a6-48e2-9f43-9dd2a60a7f24)

5. Click **Save **to update the **Kit Order Line Maintenance** window with the select product lines.
6. In the **Kit Order Line Maintenance** window, make any final adjustments to components:
  1. Add additional **Products**,
  2. Adjust the **Quantities **
  3. Add or Update product line **Comments **or** Comments **about the Shed kit
  4. Select a single product, multiple products, or all products.
  5. Deselect or Remove products
  6. Update the kit **Description**
  7. Adjust the sell **Price **and **GP%**
7. Click **Save **to commit your changes. Frameworks will remove the moved product lines from the main Sales Order and add them to the **Shed Template** (Kit) product.

![image-20250506-070411.png](media://d07016b4-1d3a-4da9-84c6-1e208fb36fbb)

### Step 2: Adjust Kit and Order as Needed

Once all the product lines have been added to your **Shed Template** (Kit) product you can still edit and adjust the Kit:

1. At the end of the **Shed Template** (Kit) product line, click the **edit** icon.
2. In the **Edit Sales Order Line **window, click the **Document **icon to open the the **Kit Order Line Maintenance** window.
3. From the **Kit Order Line Maintenance** window you can:
  1. Update the kit **Description**
  2. Adjust the sell **Price **and **GP%**
  3. Use the **Move Transations Product to Kit** function to add imported components to the product (See: [Step 1: Add Imported Products to your Shed Template (Kit) product](#5.Step1)).
4. Click **Save** to commit any changes.

### Step 3: Pick Directly or Split the Sales Order

You can pick the delivery directly from the master Sales Order or split the order to create a separate delivery sales order.

#### Pick directly from the Master Sales Order

> ✅ Refer to [7. Picking and Invoicing](#7.Picking) below for more information.

#### Split the SO to create a separate delivery sales order

1. From the **Actions **menu, select **Split Transaction.**
2. In the **Split Transaction **window, select the **Shed Template** (Kit) product required for the separate delivery sales order.
3. Once all the products for the new order have been selected, click **Save**

![image-20250507-035919.png](media://20498ee9-83b4-4c40-9cf9-8e84763ed265)

> ℹ️ When you split a template kit that has other products inside it into a new order, all the extra products (not originally part of the template kit) are also included in the new order. Additionally, the items, prices, and internal notes from the original transaction will stay the same.

### Step 4: Offset the Deposit

To offset a previous deposit, add a new deposit line to reflect the net amount the customer still owes. This ensures the invoice shows the accurate balance remaining.

1. On the **Order Lines** tab, enter the **Shed Deposit** product ID in the **Product **field, or use the search icon to find it.
2. Set the **Quantity **to **-1**.
3. Enter the deposit adjustment amount in the **Sell Price** field.
4. Add a **Comment**, such as *Offsetting the Original Deposit*, to clearly label the line.
5. Select the required **Override Reason**.
6. Press **Enter** to add the line.

Frameworks will automatically update the **Inc***.* and **Exc. totals** to reflect the adjusted balance the customer owes.

![image-20250507-045123.png](media://d32f4a2e-ee65-4fa9-b075-6bf02e0d45b0)

---

## 6. Requesting a Progress Deposit (Optional)

If you want to invoice a lump-sum progress deposit (e.g. $5,000) instead of billing for the actual value of goods delivered (e.g. $3,528.77), you can add an extra deposit line to the Sales Order. This line reflects the difference between the amount owed and the agreed progress payment $1,471.23 ($5,000 - $3,528.77).

To add a progress deposit:

1. On the **Order Lines** tab, enter the **Shed Deposit** product ID in the **Product **field, or use the search icon to find it.
2. Set the **Quantity **to **-1**.
3. Enter the deposit amount (e.g. 1,471.23) into the **Sell Price **field.
4. Add a **Comment **such as *2nd progress deposit* to clearly identify the line.
5. Select an **Override Reason** if required.
6. Press **Enter** to add the line.

Frameworks will update the **Inc***.* and **Exc. totals** to reflect the adjusted balance owed by the customer.

> ℹ️ If you want the customer to see **only one line** on their invoice, generate a **TEXT invoice**.

---

## > Macro (anchor)

7. Picking and Invoicing

### Step 1: Picking

1. From the **Actions **menu, select **Pick & Release.**
  1. When prompted, choose **Yes **to create a backorder if you need multiple deliveries.
  2. If you're delivering everything in a single shipment, click **No **to pick and release the entire order.
2. Print a **Picking List **to help process the order.

> ℹ️ **Note: **Your stationary template may need to be updated to show componentry when picking slip is printed

### Step 2: Release and Invoice

1. Once picked, **release** the order and **invoice** it.
2. The customer's account will reflect the correct net amount owing.

> ✅ Refer to [https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30528860](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30528860)or [https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402352](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402352) for more information.

> Macro (details)
> 
> Below is the list of GL postings for a transactions in the test up to after I invoiced Stage 1 Delivery:
> 
> ![image-20250507-055306.png](media://2dc30448-703d-49da-b01f-a25d3b523462)
> 
> ![image-20250507-055320.png](media://89681b9e-048a-4ba9-aaf7-66a75b325740)
> 
> ![image-20250507-055331.png](media://7ba4fc0f-dbc9-49e1-896d-beece44db9a1)
> 
> The Summary of our P&L and Balance is therefore:
> 
> ![image-20250507-055346.png](media://e1d26bce-4029-461b-89ee-25553ff9c2ad)

# Additional Information

> ✅ Refer to [ITM Pole Sheds](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30518858) for more information.