Enterprise Resource Planning for Manufacturers

Inventory items are used in the Purchase orders, Manufacturing orders, and Sales orders in addition to the Inventory module itself. This module includes the Physical count, Inventory Transfer between multiple warehouses, Adjustments, and Transaction History. You can organize inventory by number, type, categories, and manufactured/purchased. Items are tracked internal to the program with ID thus allowing the renumbering of items at any time without losing historical information. Create user defined fields for each item. These can be dates, true or false, numbers or string types. Once defined, these fields are presented to fill in whenever and items are created.

Define the "recipe" of what is needed. These connect Items needed to produce manufactured or outsourced assemblies. Specify any reference information per item. Define a waste percentage used in the assembly process. Use the "Effective" dates to show historical changes to the bill of material. Multiple levels supported for reporting and “where used” searching.

Create list of steps that define the operations required to manufacture the product. These steps are based on "Resources" of labor. The Resources can define a machine, a group of employees or outside process. The tasks can be done in a non-linear order, or in a straight order.

The purchasing module allows you to manage inventory demands and track open purchase orders. This module includes the Orders and Receipts. You can create purchase orders with the status "Worksheet" for an RFQ and just change the status when you are ready to place the order. The program offers two types of PO's; Standard parts ordering and Make- From for item made/assembled at a supplier with material you provide. You also can create PO's from Material Requirements Planning (MRP). Advanced setup allows single right-click functionality. In the vendor, assign a primary contact with an email address and the PO will be sent from your email to that contact. For example, just select a purchase order from the list, and right-click on "email".

The manufacturing module contains Forecasts, Orders, Receipts, MRP - Material Requirements Planning, Scheduling, and Resources. Bill of materials and operations are copied from the inventory to the MO and thereby create allocated demand for both material and scheduled resources. Back-flushing of materials occurs when a Receipt is entered. The MRP can calculate the material needed and when. This time-phased demand information is presented in a grid, then you just "right-click" on the demand to create “purchase” or “manufacturing” orders.

Within the Payables module you can access vendors, enter invoices, and pay bills. An extra feature ties purchase receipts to billing thereby linking PO's to Payables. Non-inventory bills can also be entered by charging them directly to general ledger accounts. Also set up re-occurring invoices to speed up entry of repetitive bills.

Sale Contacts is a combined list of “Customer” and “Prospect” contacts. The list shows the contact’s name, which allows the user to update information on those prospects, not just by company. Fields are available to differentiate between "Prospects" and "Customers", plus additional grouping and organizing fields for prospects. The "Status" field allows you the user to define in your own words how far along that prospect is in turning them into a customer. You could define whether they have a "strong", "chance" or "weak" potential. The "Contacts" list grid was added to display all contacts on a single list even when there is more than one contact per prospect/customer. We leverage the abilities in TechnoERP to attach documents and create "Internal" notes for each contact.

Create the bill of material and labor routing on the fly while calculating pricing. Define multiple quantity breaks to amortize setup or tooling cost. Begin with default mark-ups or margins that can be change for each estimate. Present the customer a formal quote from the system and grease the wheels to processing the order when you win the quote. Manage outstanding estimates and track conversion rate.

This module allows you to manage the order fulfillment process to your customers. The Sales module contains Deposits, Orders, Shipments, and Salesperson information. A grid style report of history is also available. When using Orders you may start with the status of “Quote” and quickly change the status to an open order. Shipments change the outstanding quantity on order and pass the information to Receivables. You can also set up configuration BOM’s to present the order entry person with questions and related choices to specify a custom configuration per order. Email an acknowledgement to the customer with simple right-click.

Track customer requests and show the status of part in-process. Generate quotes once the product has been received without impacting the general ledger with customer supplied inventory. Connect all materials used with the labor charged to the job for costing that forward to invoicing.

Serial and Lot Control allow editing of what is existing (password controlled). Once the Item is set to Serial or Lot Control every transaction is prompted with entry/selection screen. For example, when completing a MO (Manufacturing Work Order) a screen requests the numbers of the product just completed. If you do not have the numbers at that moment the system allows you to enter or edit them later. You will not be able to "Post" the MO receipt till that information is complete. Once you have the tracking number complete you may return to that screen to complete the information. The goal is to have flexibility while still retaining integrity of data. 

The Accounts Receivable system tracks customer invoices and payments. Sales taxes are user defined and calculated automatically during the invoice process. Invoices print on plain paper to facilitate faxing and to avoid the expense of pre-printed forms or simply emailing. Adjustments, discounts, and write-offs can be entered when entering the payment info. Invoices are not purged when fully paid, but are instead retained for sales analysis reporting.