Quoting & Material Ordering Application For TriCoast Renovations

Project Summary

<h1>1. Application Overview</h1><p>The <strong>Quoting &amp; Material Ordering Application</strong> is designed to streamline the complete quoting and material-ordering process for service-based projects.</p><p>The application allows sales representatives to prepare quotes, save and reuse customized service descriptions, automatically determine required materials based on selected services, account for available inventory, and generate purchase orders and material lists.</p><p>The system manages both <strong>Rough and Finished Materials</strong>, applies material usage mappings and pack-size requirements, updates inventory when material orders are completed, and produces downloadable PDF documents for quoting and purchasing activities.</p><h2>2. Saved Service Descriptions</h2><p>Sales representatives can customize service descriptions while preparing quotes and save those descriptions for future use.</p><p>A <strong>Save Description</strong> option allows an edited service description to be stored against the relevant service. Once saved, the description can be retrieved and reused in future quotes.</p><p>This helps maintain consistency across quotations while reducing the need to repeatedly enter the same customized service descriptions.</p><h2>3. Quote Generation</h2><p>The application supports the creation of clean and branded <strong>PDF Quotes</strong>.</p><p>The quote format is designed to provide a simplified customer-facing document by:</p><ul><li><p>Applying the required branding and professional layout</p></li><li><p>Removing the legacy Payments section</p></li><li><p>Displaying totals without dollar signs</p></li><li><p>Removing individual line-item pricing</p></li><li><p>Removing descriptions from the generated PDF</p></li></ul><p>The final quote can then be generated in the required branded PDF format.</p><h2>4. Automatic Material Calculation</h2><p>When a service is selected, the system determines the materials associated with that service using the configured <strong>Service-to-Material Mapping</strong>.</p><p>The related materials are displayed to the user in an editable list where required quantities can be reviewed or adjusted.</p><p>The system uses the configured material usage information to calculate the materials required for the selected services, supporting a more consistent material-planning process.</p><h2>5. Rough and Finished Material Management</h2><p>The application manages both <strong>Rough and Finished Materials</strong> through a common material-ordering process.</p><p>Materials are differentiated using their assigned Material Phase:</p><ul><li><p>Rough</p></li><li><p>Finished</p></li></ul><p>When a service is selected, the relevant materials are displayed and users can define the required quantities.</p><p>Material order lines are initially maintained with a <strong>Draft</strong> status. When the Admin marks them as <strong>Complete</strong>, the materials are finalized for inclusion in the Purchase Order.</p><h2>6. Inventory and Pack Size Management</h2><p>The application maintains inventory-related information for materials, including:</p><ul><li><p>Pack Size</p></li><li><p>In-Stock Quantity</p></li></ul><p>Available stock is taken into account during the material-ordering process, and required order quantities can be rounded according to the configured pack size.</p><p>When material orders are finalized, the corresponding <strong>In-Stock Quantity</strong> is updated to reflect the stock deduction.</p><h2>7. Purchase Order and Material List Generation</h2><p>The application automatically generates Purchase Orders with unique numbering for material-ordering activities.</p><p>Once materials are finalized, downloadable PDF documents can be generated. Only material lines marked as <strong>Complete</strong> are included in the final Purchase Order.</p><p>The system supports generation of:</p><ul><li><p>Rough Materials Purchase Order</p></li><li><p>Material List</p></li></ul><p>The material phase is used to distinguish Rough and Finished materials within the shared ordering process.</p><h2>8. Service-to-Material Mapping Management</h2><p>Administrators can manage the relationship between services and the materials required to perform those services.</p><p>The application provides functionality to:</p><ul><li><p>Create mappings</p></li><li><p>View mappings</p></li><li><p>Update mappings</p></li><li><p>Delete mappings</p></li></ul><p>These mappings determine which materials are associated with a service and the required material usage. Changes to mappings are reflected in the quoting and Purchase Order processes.</p><h2>9. Material Master Management</h2><p>The <strong>Material Master</strong> maintains the material information required by the ordering process.</p><p>In addition to the existing material details, the system maintains <strong>Pack Size</strong> and <strong>In-Stock Quantity</strong>, allowing material-order calculations and inventory deductions to use centrally maintained information.</p><p>These values are integrated with the material usage and Purchase Order processes.</p><h2>Overall Application Workflow</h2><p>The process begins when a sales representative prepares a quote and selects the required services. Service descriptions can be customized and saved for reuse in future quotations.</p><p>Based on the selected services, the application identifies the associated materials through the Service-to-Material Mapping and calculates the required material quantities. Available stock and configured pack sizes are taken into consideration during the material-ordering process.</p><p>Rough and Finished materials are managed through the same ordering process and remain in Draft status until finalized by an Admin. Once marked as Complete, the appropriate materials are included in the Purchase Order and inventory quantities are updated accordingly.</p><p>The application then generates the required downloadable Purchase Order and Material List PDFs, while administrators can maintain service-to-material mappings and material information used throughout the process.</p><p><strong>Prepare Quote → Select Services → Customize / Save Service Descriptions → Generate Quote PDF → Determine Required Materials → Apply Material Mapping → Check Stock &amp; Pack Sizes → Review Rough / Finished Materials → Finalize Material Order → Update Inventory → Generate Purchase Order &amp; Material List</strong></p>

Location: Toronto, Ontario, Canada

Industry: The company specializes in kitchen, bathroom, basement, interior renovations, home additions, and complete residential renovation project management.

Challenge and Requirements

<h1>1.

Solution Delivered

CodeScale delivered a powerapps solution using PowerApps, PowerAutomate, SharePoint for The company specializes in kitchen, bathroom, basement, interior renovations, home additions, and complete residential renovation project management..

Technology Used

• PowerApps
• PowerAutomate
• SharePoint

Business Outcome and Impact

<h1>1. Application Overview</h1><p>The <strong>Quoting &amp; Material Ordering Application</strong> is designed to streamline the complete quoting and material-ordering process for service-based projects.</p><p>The application allows sales representatives to prepare quotes, save and reuse customized service descriptions, automatically determine required materials based on selected services, account for available inventory, and generate purchase orders and material lists.</p><p>The system manages both <strong>Rough and Finished Materials</strong>, applies material usage mappings and pack-size requirements, updates inventory when material orders are completed, and produces downloadable PDF documents for quoting and purchasing activities.</p><h2>2. Saved Service Descriptions</h2><p>Sales representatives can customize service descriptions while preparing quotes and save those descriptions for future use.</p><p>A <strong>Save Description</strong> option allows an edited service description to be stored against the relevant service. Once saved, the description can be retrieved and reused in future quotes.</p><p>This helps maintain consistency across quotations while reducing the need to repeatedly enter the same customized service descriptions.</p><h2>3. Quote Generation</h2><p>The application supports the creation of clean and branded <strong>PDF Quotes</strong>.</p><p>The quote format is designed to provide a simplified customer-facing document by:</p><ul><li><p>Applying the required branding and professional layout</p></li><li><p>Removing the legacy Payments section</p></li><li><p>Displaying totals without dollar signs</p></li><li><p>Removing individual line-item pricing</p></li><li><p>Removing descriptions from the generated PDF</p></li></ul><p>The final quote can then be generated in the required branded PDF format.</p><h2>4. Automatic Material Calculation</h2><p>When a service is selected, the system determines the materials associated with that service using the configured <strong>Service-to-Material Mapping</strong>.</p><p>The related materials are displayed to the user in an editable list where required quantities can be reviewed or adjusted.</p><p>The system uses the configured material usage information to calculate the materials required for the selected services, supporting a more consistent material-planning process.</p><h2>5. Rough and Finished Material Management</h2><p>The application manages both <strong>Rough and Finished Materials</strong> through a common material-ordering process.</p><p>Materials are differentiated using their assigned Material Phase:</p><ul><li><p>Rough</p></li><li><p>Finished</p></li></ul><p>When a service is selected, the relevant materials are displayed and users can define the required quantities.</p><p>Material order lines are initially maintained with a <strong>Draft</strong> status. When the Admin marks them as <strong>Complete</strong>, the materials are finalized for inclusion in the Purchase Order.</p><h2>6. Inventory and Pack Size Management</h2><p>The application maintains inventory-related information for materials, including:</p><ul><li><p>Pack Size</p></li><li><p>In-Stock Quantity</p></li></ul><p>Available stock is taken into account during the material-ordering process, and required order quantities can be rounded according to the configured pack size.</p><p>When material orders are finalized, the corresponding <strong>In-Stock Quantity</strong> is updated to reflect the stock deduction.</p><h2>7. Purchase Order and Material List Generation</h2><p>The application automatically generates Purchase Orders with unique numbering for material-ordering activities.</p><p>Once materials are finalized, downloadable PDF documents can be generated. Only material lines marked as <strong>Complete</strong> are included in the final Purchase Order.</p><p>The system supports generation of:</p><ul><li><p>Rough Materials Purchase Order</p></li><li><p>Material List</p></li></ul><p>The material phase is used to distinguish Rough and Finished materials within the shared ordering process.</p><h2>8. Service-to-Material Mapping Management</h2><p>Administrators can manage the relationship between services and the materials required to perform those services.</p><p>The application provides functionality to:</p><ul><li><p>Create mappings</p></li><li><p>View mappings</p></li><li><p>Update mappings</p></li><li><p>Delete mappings</p></li></ul><p>These mappings determine which materials are associated with a service and the required material usage. Changes to mappings are reflected in the quoting and Purchase Order processes.</p><h2>9. Material Master Management</h2><p>The <strong>Material Master</strong> maintains the material information required by the ordering process.</p><p>In addition to the existing material details, the system maintains <strong>Pack Size</strong> and <strong>In-Stock Quantity</strong>, allowing material-order calculations and inventory deductions to use centrally maintained information.</p><p>These values are integrated with the material usage and Purchase Order processes.</p><h2>Overall Application Workflow</h2><p>The process begins when a sales representative prepares a quote and selects the required services. Service descriptions can be customized and saved for reuse in future quotations.</p><p>Based on the selected services, the application identifies the associated materials through the Service-to-Material Mapping and calculates the required material quantities. Available stock and configured pack sizes are taken into consideration during the material-ordering process.</p><p>Rough and Finished materials are managed through the same ordering process and remain in Draft status until finalized by an Admin. Once marked as Complete, the appropriate materials are included in the Purchase Order and inventory quantities are updated accordingly.</p><p>The application then generates the required downloadable Purchase Order and Material List PDFs, while administrators can maintain service-to-material mappings and material information used throughout the process.</p><p><strong>Prepare Quote → Select Services → Customize / Save Service Descriptions → Generate Quote PDF → Determine Required Materials → Apply Material Mapping → Check Stock &amp; Pack Sizes → Review Rough / Finished Materials → Finalize Material Order → Update Inventory → Generate Purchase Order &amp; Material List</strong></p>

Project Screenshots