USER GUIDES

See the quality of our product documentation.

SYSTEM REQUIREMENTS

Make sure you have the right network and hardware.

Accounts Payable

  • AP beginning balances entry for system startup
  • Supplier terms table
  • Supplier invoice entry
  • PO invoice matching
  • Invoice reversal
  • Supplier default account
  • Multiple account distribution
  • Instant payment for manual checks
  • Recurring supplier invoices
  • Tax tracking from invoice through payment
  • Check, manual, and file transfer payment types
  • Supplier payment processing
  • Automatic discounts within supplier terms
  • Customizable check print format
  • Payment register
  • Void payment
  • Supplier aging inquiry
  • Payments due report
  • Detail, summary, past due aging reports
  • 1099 tax form

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Accounts Receivable

  • AR beginning balances entry for system startup
  • Customer terms table
  • Multiple bank accounts
  • Customer payment processing
  • Early payment discount processing
  • Credit memos
  • Tax tracking from invoice through payment
  • Payment reversal
  • Customer deposits for prepayment on custom jobs
  • Deposit amount itemized on invoice footer
  • Automatic application of deposits to invoices
  • Bank deposit slips
  • Customer statements
  • Customer aging inquiry
  • Detail, summary, past due aging reports

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Activity Notes

  • User-defined note types and analysis codes
  • Notes attach to jobs, customers, suppliers, items, and descriptors
  • Action date for follow-up
  • Can be used to track engineering changes and collections
  • Action report lists open and closed notes
  • Each user's My Action List screen displays open activity notes

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Administration

  • User setup and password security
  • Current online user monitoring
  • Database optimizer utility
  • License key installation
  • Main setup screen
  • System default settings

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Banking

  • Multiple bank accounts
  • Customizable check print formats by bank account
  • Bank deposit slips
  • Bank account transfer
  • Bank account reconciliation
  • Bank charges entry
  • Interest income entry
  • Bank balances inquiry

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Bills of Material

  • Jobs optionally originate from BOM's and can then be edited
  • BOM defaults screen with setup options
  • Product structure includes up to 99 levels
  • Phantom assemblies
  • Multiple revisions
  • Routing entry for labor, setup, subcontract services
  • Batch size by revision (method)
  • Component effective dates
  • Component scrap percentage
  • Unlimited decimal places in usage quantity
  • Component notes and references
  • Component formula calculates quantity at time of job creation
  • Multiple outputs for bi-products, co-products, disassembly, remanufacturing
  • Indented, tree view inquiries
  • Sales kits with pricing at parent or component level
  • Cost rollup
  • Where used inquiry
  • Multi-level BOM report
  • Costed BOM report

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Data Import & Export

  • Import directly from Excel spreadsheets
  • Record integrity validation
  • Customer import
  • Delivery address import
  • Supplier import
  • Item import
  • Bill of material import
  • Routing import
  • Stock quantity import
  • Data export from any table using export wizard
  • Date dictionary

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Document Management

  • User-defined document groups
  • User permissions by document group
  • Documents directory viewer
  • Document linking to items, descriptors, customers, suppliers, jobs
  • Job retrieval of linked item, descriptor, customer documents

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Forms Customization

  • Forms edit utility enables adding logos, barcodes, special fields, font changes on forms and labels
  • Forms include quote, acknowledgment, packing slip, invoice, PO, customer statement, check
  • Labels include item labels, shipping address labels, shipping line labels

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General Ledger

  • 12, 13, or 4-4-5 accounting periods
  • Account classes and groups
  • Standard chart of accounts for manufacturing company (optional)
  • Old account cross-reference
  • Account Assignments screen controls all system posting
  • Item, customer, supplier entry does not require account assignments
  • Work in process accounting with overhead absorption
  • Journal entry
  • Financial cutoff date for period close
  • Batch posting and posting history
  • GL spreadsheet generator for comparative period analysis
  • Budget entry
  • Journal report
  • Transaction listing
  • Trial balance
  • Balance sheet
  • Income statement

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Inventory

  • User-defined item categories
  • Locations can represent bins, areas, warehouses, trucks
  • 30-character part number
  • 60-character description
  • Unlimited notes
  • Unit inventory cost, last cost, estimated cost
  • Base price with quantity price breaks
  • Tracking by lot number, serial number, expiration date, revision, attribute
  • Default issue and receipt location
  • Stock class
  • Weight, volume, standard pack
  • Reorder level, minimum order, lead time
  • Up to six user-defined fields
  • Multiple suppliers and default supplier
  • Supplier part number and UM conversion
  • Supplier line card with manufacturers and manufacturer part numbers
  • Alternate and complimentary items
  • Customer part number cross-reference
  • Warranty codes
  • Barcode cross-reference
  • Linked documents
  • Non-stock descriptors for service and fee billing, miscellaneous purchases
  • Job and PO receipts with pre-fill option
  • Order picking and job issues with pre-fill option
  • Stock adjustments
  • Stock transfer
  • Stock counts for physical inventories and stock takes
  • Mass item price change
  • Mass estimated cost update
  • Change inventory cost
  • Reconcile book value
  • Stock status inquiry
  • Where used inquiry
  • Transactions inquiry
  • Inventory value report
  • Item labels
  • Transaction history report
  • Transaction history by lot and serial number
  • Hand-held device interface with barcode scan (Coming)

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Job Costing

  • Work center rates for setup, labor, and overhead
  • Estimated job cost rollup at job creation
  • Material costed inventory cost or PO cost
  • Setup and labor hours costed at work center rate or pay rate
  • Overhead burden applied to labor hours at work center rate
  • Subcontract services costed at PO receipt cost
  • Job receipts of finished items costed at actual or estimated cost
  • Estimated vs. actual cost comparison in job inquiry and job cost report

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Job Scheduling

  • Shop calendar defines workdays and holidays
  • Job Days Calculator estimates Job Days based on routing cycle times and work center capacity
  • Manual Job Days setting if calculator not used
  • Delivery date estimator establishes required date in order entry
  • MRP backward schedules jobs from required dates
  • Manual job creation forward schedules jobs from start date
  • Overlap scheduling of subassemblies
  • Job are released to the factory in Job Control Panel screen
  • Work Center Scheduling screen schedules jobs daily by critical ratio
  • Machine scheduling
  • Job Scheduling screen aligns existing jobs with changes to required dates
  • Daily dispatch report by work center
  • Master job schedule report
  • Work center schedule report
  • Machine schedule report
  • Subcontract work center schedule report

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Job Traveler

  • Can be printed when jobs are created or released
  • Print for single job or batch of jobs by start date
  • Optional short form with routing summary only
  • Optional barcode printing of job number and routing sequence
  • Materials listed within routing sequences or at end of traveler

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Labor Tracking

  • Worker table with pay rates
  • Labor tracking is independent from payroll, enabling you to use the payroll software or service of your choice
  • Job labor costing at work center rate or pay rate
  • Labor hours entry or backflushing based on estimated cycle times
  • Real-time job tracking based on item completions by routing sequence
  • Routing sequence status values = Open, Next, Started, Closed
  • Daily dispatch report by work center
  • Job status inquiry
  • Job history inquiry
  • Worker history inquiry
  • Worker job hours report
  • Job Clock screen with barcode scan (Coming)

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Lot & Serial Control

  • Items can be tracked by lot number, serial number, expiration date, revision, or attribute
  • Lot and serial numbers originate with PO and job receipts
  • Lot and serial numbers are selected in order picking and job issues
  • Transaction history by lot and serial number

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MRP

  • MRP item settings include reorder level, minimum order, order multiple, lead days, job days
  • Job generation directly from sales order lines for make to order items
  • Job generation from net demand relative to reorder levels
  • Backward scheduling from required dates
  • Stock status inquiry displays all supply and demand detail
  • Batch conversion of planned jobs
  • Buy-for-job option for purchased to order items
  • PO generation from net demand relative to reorder levels
  • Consolidated PO conversion by supplier

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Order Entry

  • Customers and customer types
  • Customer terms, contact types, sales regions, lead sources, ship methods
  • Sales reps and commission codes
  • Base prices, price levels, discount codes, contract pricing options
  • Mass price update
  • Sales order
  • Quote conversion to sales order
  • Third party billing option
  • Required date at line item level
  • Delivery date estimator establishes required date on make to order items
  • Stock status inquiry at line item level
  • Custom job output generator for custom items and repair jobs
  • Tax code designation at header and line item level
  • Customizable order acknowledgment
  • Email acknowledgment option
  • Order picking, shipping, invoicing
  • Sales order inquiry
  • Sales order summary and detail reports
  • Open items listing report
  • Available to ship report
  • Base prices and costs report
  • Import utility for web store or EDI orders (Coming)

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Outsourcing

  • Services such as painting, plating, heat-treating and subcontract manufacturing can be outsourced to suppliers
  • Supplier and cost are specified in BOM and job routing
  • Subcontract materials are included in BOM and job details unless furnished by supplier
  • Buy-for-Job screen generates PO's for services or subcontract manufacturing
  • Subcontract materials are issued from stock to supplier
  • Subcontract PO's can be delivered to another supplier
  • Subcontract PO's are received and costed directly to the job
  • Subcontract scrap processing
  • Subcontract purchases itemized on job cost reports

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Purchasing

  • Suppliers and supplier types
  • Manufacturers and manufacturer part numbers
  • Purchase price table
  • Default supplier and multiple suppliers and line cards by item
  • Automatic PO generation by MRP and Buy-for-Job screens
  • PO Scheduling screen aligns existing jobs with changes to required dates
  • PO quote status for use as RFQ
  • Last cost used when purchase price record doesn't exist
  • Job linking
  • Supplier part number and UM conversion
  • Tax code designation at header and line item level
  • Customizable PO form
  • Email PO option
  • PO receipts with pre-fill option
  • Over and under receiving allowed
  • Cost change at time of receipt
  • Lot and serial number designation
  • Goods received note
  • Immediate inventory and job costing without need for invoice
  • Supplier invoice entry with PO matching
  • Delivery history inquiry
  • Open PO listing report
  • PO receipts report
  • Received not invoiced report
  • Purchases by item report
  • Purchases by supplier report

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Quoting

  • Four customizable quote formats: Formal, Letter, Letter with Detail, and Multi-Option
  • Quote price based on markup/margin over cost or standard pricing rules
  • Multi-level cost rollup by run size for estimated cost calculation
  • Unlimited line items and notes per quote
  • Email quote option
  • Quote conversion to sales order

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RMA Processing

  • RMA processing guidelines in operating guide
  • Ability to set up a sales order type for RMA processing
  • Editable forms provide ability to create an RMA form layout.
  • Ability to return items to stock by picking a negative order quantity
  • Ability to assign used and returned item categories to their own sales and cost of goods sold accounts
  • Zero-value invoicing for no charge replacements
  • Procedures for converting credit memos to cash refunds
  • Ability to set up a job type for repair jobs
  • Ability to use custom manufacturing processes for repair jobs
  • Unlimited job outputs for disassembly jobs

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Routings

  • Work centers with hourly rates for setup, labor, overhead
  • Machines within work centers
  • Sequence templates for copy of common processes
  • Task templates for copy of common sequence tasks
  • Job routing can originate from BOM routing and be modified for special requirements
  • Routing sequences break job into discrete operations
  • Work center and machine assignment by sequence
  • Setup hours
  • Cycle time expressed as time/process or processes/hour
  • Items/process
  • Number of persons for teams or multiple jobs worked
  • Days to next
  • Traveler notes
  • Supplier and cost on subcontract sequences
  • PO notes for subcontract sequences
  • Tasks provide additional breakdown within sequences for inspection or other procedures

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Shipping & Invoicing

  • Numbered shipments generated from picked sales order line items
  • Ability to change delivery address by shipment
  • Customizable packing list, address labels, line items labels
  • Number of packs, weight, and volume calculation
  • Shipping charges entry
  • Shipment reversal
  • Automatic invoice generation from shipments
  • Customizable invoice form
  • Credit memo printing
  • Invoice preview
  • Email invoice option
  • Invoice reversal
  • Batch invoice printing and posting

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SQL Database (Included)

  • Firebird™ SQL database included in package price
  • Supports up to 100 or more users
  • Virtually no limit number of item, customer, supplier records
  • Small footprint
  • No special maintenance or tuning required
  • Comparable functionality to SQL Server® and Oracle®
  • Database optimizer utility
  • Backup manager with auto-scheduling (Coming)

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Utilities

  • Spreadsheet generators for inventory, invoices, jobs, job actuals, payments, purchases, sales, supplier invoices
  • Database query tool with spreadsheet output
  • Email option for quotes, acknowledgments, invoices, PO's with saved history
  • Forms edit utility
  • User-defined fields for items, customers, suppliers, jobs, PO's
  • User-defined menus for custom reports or other links

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