{"id":4508,"date":"2017-12-20T16:55:50","date_gmt":"2017-12-20T21:55:50","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=2456"},"modified":"2025-12-06T06:26:15","modified_gmt":"2025-12-06T11:26:15","slug":"purchase-order-process","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/purchase-order-process\/","title":{"rendered":"How a Creative Service Business Streamlined Their Purchase Order Process"},"content":{"rendered":"\n
\"Streamlining
Laura Gray, Digital Signage Resolutions CEO<\/figcaption><\/figure>\n\n\n\n

I had the pleasure of chatting with CEO, Laura Gray to learn how her business and stress levels transformed with the adoption of Method CRM for her company, Digital Signage Resolutions<\/a>. In this blog post you\u2019ll hear firsthand how Laura saved herself from double (sometimes triple) data entry by streamlining the purchase order process. You\u2019ll also learn how Laura\u2019s project management has been streamlined, so much so that she\u2019s spending more time on<\/em><\/strong> her business, instead of drowning in<\/em><\/strong> it.   <\/p>\n\n\n\n

I had the pleasure of chatting with CEO, Laura Gray to learn how her business and stress levels transformed with the adoption of Method<\/a> CRM for her company, Digital Signage Resolutions<\/a>. In this blog post you\u2019ll hear firsthand how Laura saved herself from double (sometimes triple) data entry by streamlining the purchase order process. You\u2019ll also learn how Laura\u2019s project management has been streamlined, so much so that she\u2019s spending more time on<\/em><\/strong> her business, instead of drowning in<\/em><\/strong> it.\u00a0 \u00a0<\/p>\n\n\n\n

Tell me about your business, Digital Signage Resolutions. <\/strong><\/h3>\n\n\n\n
\n

Sure! Digital Signage Resolutions is based in Las Vegas, and provides affordable and reliable digital signage products and services that make implementing and sustaining eye-catching digital signage easy.<\/p>\n<\/blockquote>\n\n\n\n

What frustrations did you face that led you to Method CRM? <\/strong><\/h3>\n\n\n\n
\n

Inefficient processes and so much double data entry, especially related to managing projects with my designers, creating purchase orders, and accepting customer payments.<\/p>\n<\/blockquote>\n\n\n\n

What wasn\u2019t working for you around purchase orders?<\/strong><\/h3>\n\n\n\n
\n

At the time there wasn\u2019t an option in QuickBooks to convert an Estimate into a purchase order, so I\u2019d create an Estimate and then individual purchase orders for designers who were assigned work. The process was inefficient and I found I was making errors with all the repeat entries.<\/p>\n<\/blockquote>\n\n\n\n

So, how has the purchase order process improved with Method CRM? <\/strong><\/h3>\n\n\n\n
\n

My Business Solution Specialist at Method<\/a>, Phil Cote, helped me streamline purchase orders. We set up my account so each of my items is associated to a designer\/vendor \u2014 that alone saves so much time for me. Now, when the Estimate is accepted, I click a \u201cCreate POs\u201d button on the Estimate screen and purchase orders are automatically created from the items. All these purchase orders can then be found in my purchase order screen in my Method. And, anytime new items are added to a purchase Order, I simply click the \u2018Update Purchase Order\u201d button that automatically notifies the vendor of the changes via email.  <\/p>\n<\/blockquote>\n\n\n\n

That sounds great! How did Method CRM help with project management?<\/strong><\/h3>\n\n\n\n
\n

There is a great deal of project management involved in our daily processes. For example, designers are supplied with a purchase order, but all items within those purchase orders require separate review, approval, changes, and finalization. When you have over 40 ads being created at one time, it becomes difficult to track the status of any given ad as it moves through the production process. <\/p>\n<\/blockquote>\n\n\n\n

How has Method helped with this?<\/strong><\/h3>\n\n\n\n
\n

Simply put, Phil listened to what functions I would want in a project management tool and created it in Method using Method’s Guest Pages. Now , when POS are created, they appear in a project dashboard that I use to track the progress of each ad in production. With Method acting as a project management tool, it means that I now have project management, CRM, and accounting all connected and talking to one another. No more double data entry.  It\u2019s just great. I\u2019m so happy and amazed at how it came together.<\/p>\n<\/blockquote>\n\n\n\n

How did the customizable platform change your mind about adopting Method CRM? <\/strong><\/h3>\n\n\n\n
\n

I signed up for the free hour of customization that came with my trial and everything changed. Phil understood exactly what I needed when we chatted about my process. Over the course of 1-2 months, he solved everything we needed and made me realize anything was possible with Method\u2019s powerful tools. It was like a gift from the heavens! The customization costs paid for itself in the time it saved me on double data entry.<\/p>\n<\/blockquote>\n\n\n\n

What is your favourite thing about Method?<\/strong><\/h3>\n\n\n\n
\n

The customization options \u2014 it allows you to centralize so many different business functions in one spot to create very efficient workflows. <\/p>\n<\/blockquote>\n\n\n\n

How has the experience been working with a Business Solution Specialist at Method?<\/strong><\/h3>\n\n\n\n
\n

It\u2019s been great. Beginning with the free hour, Phil understood what I wanted to accomplish. The results were practically immediate. It\u2019s been an amazing experience \u2014 the tools, the software, the team. It\u2019s just been a really great experience all around.<\/p>\n<\/blockquote>\n\n\n\n

Would you recommend Method to other business owners? <\/strong><\/h3>\n\n\n\n
\n

Yes! I\u2019ve worked with other companies who over promise and under deliver. When I use Method I feel relieved, excited, efficient, happy, informed! I can see everything that\u2019s happening.\u00a0I now have time to focus on the development of my products, services and sales strategies. I have more time to work with partners to develop channel sales strategies. I\u2019m focused on building the business instead of chasing my tail all day getting purchase orders in place. I\u2019m building my business instead of just keeping it running.<\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"

In this interview you\u2019ll hear firsthand how Laura Gray saved herself from double data entry by streamlining her purchase order process with Method 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