--- title: "Pole Sheds - Setup and Configuration" canonical: "https://kb.myframeworks.com.au/space/CO/30518864/Pole%20Sheds%20-%20Setup%20and%20Configuration" format: markdown --- # Overview The Frameworks setup for the Pole Shed system is designed to allow the sales and costs of pole sheds to be managed effectively. It includes several key components: 1. **Reporting and Product Grouping**: Sales and costs of pole sheds are shown separately in the Profit & Loss (P&L) reports and as a separate product group. 2. **Projects/Jobs**: The system allows the use of projects or jobs if chosen. 3. **Deposits**: Deposits can be taken and invoiced, which are not considered sales but are recorded as balance sheet account. This setup also allows for GST to be deducted from these deposits if chosen. 4. **General Ledger (GL) Codes**: New GL codes are created for sales, cost of goods sold (COGS), stock, and deposits related to pole sheds. These codes ensure that transactions are posted to the correct accounts in the P&L. 5. **Product Groups and Subgroups**: Separate groups are created for sales, COGS, and deposits to ensure accurate reporting. 6. **Price Override Reasons**: New price override reasons are set up for pole shed progress and deposit payments. 7. **Template Kits**: Template kits are created in product maintenance and can be used for staged deliveries if chosen. 8. **Design Fee and Deposit Products**: Specific product codes are created for design fees and deposits, ensuring that these transactions are recorded correctly. This setup aims to streamline the process of managing pole shed sales and costs, providing flexibility and accurate reporting. # Setup Order > Macro (toc) # General Ledger Configuration > ⚠️ **Important: **The following General Ledger (GL) configurations, including IDs and account numbers, are provided as recommendations only. Please consult your Accounts team to ensure alignment with your existing Chart of Accounts structure. ## 1. GL Table Maintenance In **GL Table Maintenance**, set up additional General Ledger (GL) **Account Categories, Account Types, **and **Account Sub-Types** for sales and cost of goods sold (COGS) to ensure GL codes post to a separate Pole Shed category in your Profit and Loss (P&L) reporting. > ℹ️ The following **ID’s **are just recommendations, refer to your Chart of Account to ensure they are correctly defined. #### Account Category ![image-20241120-231415.png](media://159843d7-fff0-4bee-ba73-84a22d2402a3) - **Type:** Select **Account Category **from the drop-down menu. - **ID: **Enter an **ID** to represent sales and COGS. > For example, sales = 565 and COGS = 665 - **Description: **Enter a **Description **to represent sales and COGS. > For example, **Sales - Pole Sheds** and **COGS - Pole Sheds**. #### Account Type ![image-20241120-231815.png](media://5de4acd0-3155-4706-87aa-179b6ec011ef) - **Type:** Select **Account Type **from the drop-down menu. - **ID: **Enter an **ID** to represent sales and COGS. > For example, sales = 5650 and COGS = 6065 - **Description: **Enter a **Description **to represent sales and COGS. > For example, **Sales - Pole Sheds** and **COGS - Pole Sheds**. #### Account Sub Type ![image-20241120-232141.png](media://e035f7ac-e2d3-4ffd-80d7-c510df1e49a1) - **Type:** Select **Account Sub Type **from the drop-down menu. - **ID: **Enter an **ID** to represent sales and COGS. > For example, sales = 5650 and COGS = 6065 - **Description: **Enter a **Description **to represent sales and COGS. > For example, **Sales - Pole Sheds** and **COGS - Pole Sheds**. > ✅ Refer to the layout and field guide for more information. --- ## 2. Ledger Reporting Chart Maintenance In **Ledger Reporting Chart Maintenance**, define the General Ledger chart sequence needed to report on sales and cost of goods sold (COGS). These sequences will be added to the new Chart of Account codes. ![image-20241120-233354.png](media://d7293e67-ae56-481d-9894-d34e7ff813aa) --- ## 3. Chart of Accounts In **Chart of Accounts**, define GL accounts for sales, cost of goods sold (COGS), stock, and deposits related to pole sheds. These codes ensure that transactions are posted to the correct accounts. ![image-20241125-043122.png](media://cce3cc26-a62e-4da7-a177-d701d9e9dfd1) > ℹ️ **Note: **Your company setup may require creating individual accounts for each branch. You might also want a new Purchase Clearing Account for any related purchases, such as a Design Fee; however, you can use an existing GL account for this. #### Sales - Pole Sheds #### COGS- Pole Sheds #### Stock - Pole Sheds #### Deposits - Pole Sheds (net) --- ## 4. Product Groups & Sub Groups In **Product Group Maintenance**, create 2 separate product groups for pole shed sales and COGS, and for deposits and progress payments. #### Pole Sheds Sales and COGS - Create a new **Product Group** called **Pole Sheds** - Add **Sub Groups **of: - **Sub Group 1: **Pole Sheds - **Sub Group 2: **Pole Sheds Deposits. ![image-20241125-051347.png](media://42ae452b-ae50-48e9-b712-c9bdccdb45e8) - Under **Branch Settings** for each branch map the GL account codes for Sales, COGS and Stock. ![image-20241125-051723.png](media://90e61301-15e1-4313-9f14-c4d85d2d28fb) Using the above examples: - The **Sales **accounts will map to the GL account 100065002 - The **COGS** accounts will map to the GL account 200065002 - The **Stock** account will map to the GL account 911080002 For the rest of the accounts, map as advised by your accounts team. #### Pole Sheds Deposits Create group for the Pole Shed Deposit Product code (if desired) to ensure it posts to the Balance Sheet when sold, rather than into Sales or COGS. - Create a new **Product Group** called **Pole Shed Deposit/Progress Payments.** - Enable **Is Non Balanced Stock Group** to allow Miscellaneous product types to be allocated to this group. - All Branch GL mappings are to the **Pole Shed Deposit GL** code. ![image-20241125-052733.png](media://dc0f8062-238b-4e88-a927-36fa623c3488) --- ## 5. Price Override Reason Code In the **Reason Codes -** **Price Override Reson Codes **table, create a new **Pole shed deposit/progress payment **code to help separate price overrides for pole shed deposits or progress payments. ![image-20241125-053555.png](media://0ff15afa-f9a7-4e1d-8df7-04baecbaabc6) --- ## 6. Product Maintenance Several products will need to be created to allow you to manage pole sheds effectively. 1. **Design Fee and Deposit Products**: Specific product codes are created for design fees and deposits, ensuring that these transactions are recorded correctly. 2. **Template Kits**: Template kits are created in product maintenance, which can be used for staged deliveries if chosen. ### Product 1: Shed Estimate Products Code (Optional) This product is designed exclusively for internal use. It enables you to enter the estimate to show the approximate value of the active quote before receiving the detailed product design. > ⚠️ Note that this product is never to be used for invoicing or transactions. Define the following **Key Details: ** 1. **Product Type**: Select Miscellaneous from the drop-down menu. 2. **Product Group**: Select the **Pole Shed **group and sub groups created above. ### Product 2: Shed Deposit Product Define the following **Key Details: ** 1. **Product Type**: Select **Miscellaneous** from the drop-down menu. > ℹ️ Pole Shed Deposit is classified as a Miscellaneous product to ensure that no COGS are posted upon sale, and it is excluded from our stock on hand reports. 2. **Product Group**: Select the **Pole Shed Deposit/Progress Payments** group and sub-group that has a 100% Gross Profit, ensuring no COGS are posted when invoicing the customer for the deposit. ### Product 3: Shed Design Fee Product Define the following **Key Details**, along with all other product-related information, when creating the Pole Shed product for the kit. 1. **Product Type**: Select **Normal **from the drop-down menu. 2. **Product Group: **Select the **Pole Shed **group created above, as this is a normal stocked item. ### Product 4: Shed Template Product The Pole Shed template product will be used once a quote is accepted and the deposit is taken. They allow you to import all the Pole Shed componentry into a single product link on the customer’s sales order > ✅ **Tip: **If you plan to stage deliveries, you can create multiple Pole Shed template products for each stage or use a single product. Define the following **Key Details**, along with all other product-related information, when creating the Pole Shed product for the kit. 1. **Product Type**: Select **Template** from the drop-down menu. 2. **Product Group: **Select the **Pole Sheds **group created above, as this is a normal stocked item. > ⚠️ **Important:** Additional steps are required to be completed in [Kit Maintenance](#kitMain) (see below) for your Pole Shed kits --- ## > Macro (anchor) 7. Kit Maintenance In the **Kit Maintenance** screen, select the template and make sure to enable the** Allow products not on the kit to be added** checkbox. By enabling this checkbox, you can add products, including special products via the Actions menu, to the kit through the Kit Order Line Maintenance window when entering the product into a transaction. > ✅ Refer to [Maintain Kits](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28409362) for more information. --- # System Setup and Flags ## System Setup Tables The following **System Setup **tables are located in the **Frameworks Menu **under **System Administration > System Setup**. ## 8. Job Section Maintenance (Recommended) > ❌ To be completed after a Pole Shed template product has been created. The **Job Section Maintenance** table is located in the **Frameworks Menu **under **System Administration > System Setup** **> Job Section Maintenance.** In this table/screen, you will add a job section for your poles shed orders to be used when creating a sales order, project or Job. While this step is not required for the process to working, it will help you to: 1. Identify each transaction within a Pole Shed Job. 2. Allow you to quicky add an initial (Primary) product to newly created transaction using the selected section. > 📝 Try creating the following Job Sections for your Pole Shed Jobs > 📝 > 📝 - Pole Shed Estimate > 📝 - Pole Shed Deposit > 📝 - Pole Shed Delivery 1-4 (If delivery and invoicing of Pole Shed in stages is required) ### Creating a new Job Section 1. Click **Add** to add a new job section. 2. Enter a relevant section **Code** and **Description. ** 3. For the **Primary Product **select the required pole shed template product to be added to sales order created with the job selection. 4. Click **Save** to commit the changes --- ## System Settings - Flags Depending on your business needs, the following system flags should be considered. From the Frameworks menu navigate to **System Administration > System setup > Configurations **> **System Settings - Flags**.  ### FWTempKitBlank > Macro (include) ### EzyUsagVal > Macro (include) --- # Additional Information > ✅ Refer to [ITM Pole Sheds](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30518858) for more information.