· 3 min read
The job isn't done until the chair is in the room
Most design software stops at the approved proposal. The part where projects go wrong comes after it. A practical look at tracking every piece from purchase order to install day.
The proposal is approved. The invoice is paid. In most design software, that is the end of the story.
For the person running the project, it is closer to the middle. Fourteen pieces are now on order from six vendors. They will arrive over five weeks, at a receiving dock or a garage or a storage unit. One will be damaged. One will be the wrong finish. One will sit behind another client's dining table until someone remembers it exists the morning of the install.
The design was the easy part to keep track of. The objects are harder.
Where projects quietly go wrong
Install-day problems rarely start on install day. They start weeks earlier, at one of four points:
- Ordering. Something approved never got ordered, or got ordered twice, because the order was re-typed from the proposal by hand.
- Receiving. A box arrived and nobody opened it. The damage is discovered when the piece is unwrapped in the client's home.
- Storage. The piece is here, somewhere. Finding it takes an hour and two phone calls.
- Delivery. The truck is loaded from memory, and the lamp for the primary bedroom stays on the shelf.
Each of these is a tracking problem, not a design problem. And each is usually handled in a spreadsheet, a notes app, or someone's head.
What it takes to track a piece
Following one chair from "approved" to "in the room" means knowing five things about it at any moment: whether it has been ordered, from whom, whether it has arrived, what condition it arrived in, and where it is sitting right now. Multiply that by every item on every active project and the spreadsheet stops keeping up.
How Qurate follows the piece
Qurate treats the approved product as the thing being tracked, from approval through to delivery.
Purchase orders from the approved design. When a client approves a concept, Qurate can raise the purchase orders for it, grouped one per vendor, with quantities and your cost filled in from your product library. You can email an order to the vendor from the same screen.
Receiving with a record. As shipments come in, you log each one against its order: how many arrived, in what condition, with its dimensions. Damage is flagged at the dock, while there is still time to do something about it.
A label on every piece. Qurate prints QR labels sized for thermal label printers. Each label ties the box in front of you to its product and its project, without opening it.
A location for everything. Received items are shelved by building, room, and shelf. "Where is the Hendersons' ottoman?" has an answer you can look up.
One calendar for arrivals and installs. Expected deliveries, project dates, and installs sit on the same planning calendar, so a late shipment shows up as a problem before the install date does.
Deliverables per project. Each project has a list of what the client is owed and where each item stands, from awaiting payment to delivered.
Built for inventory that goes out more than once
Stagers and event designers have a second version of this problem: the same sofa goes out to a listing, comes back, and goes out again. In Qurate a product can be for sale, for rent, or both, and a rentable product shows which active projects it is currently out on. That is the difference between knowing you own twelve dining chairs and knowing which jobs they are out on right now.
A simple test
Pick one item from a project you have in progress and try to answer, without calling anyone:
- Has it been ordered, and on which order?
- Has it arrived, and was it checked?
- Where is it right now?
- What date is it going to the client?
If that takes more than a minute, the tracking is living in people's heads, and it will be tested on the busiest day of the project.
The approved design is a promise. The job is finished when the last piece of it is standing in the room.
Start with Qurate and carry your next project all the way to install day.
