Data Views

Data views are provided throughout the system for customizable spreadsheet style reporting.

Benefits

  • Sophisticated reporting without need for programming skills
  • Ideal for exporting data to outside applications

Features

  • Selection screen provides a variety of filtering options
  • Data is displayed in a spreadsheet style format
  • Use standard layouts or design your own
  • Add or remove fields as needed
  • Sub-grouping capability, including groups within groups
  • Output to Excel, HTML file, text file, or to the printer

Document and Web Linking

Attach documents or web links to BOM parents for automatic linking to jobs.

Benefits

  • Augments job travelers with additional documentation
  • Ideal for compliance with ISO-9000 and other documentation requirements

Uses

  • Specification Sheets
  • Engineering Drawings
  • Images
  • Safety Data Sheets
  • Quality Control Data Collection Sheets
  • Training and Safety Compliance Videos
  • CAD Drawings and Large Files
  • HD Images
  • Website Links

System Customization

The system can be customized a variety of ways to suit your operational preferences.

Password Security

  • Menu option level access permissions by user
  • Non-accessible menu options are invisible to the user
  • Change password

User-Defined Fields

  • Add up to six fields to items, customers, suppliers, sales orders, jobs, purchase orders
  • Fields can be text fields, date fields, or a set of allowable values

Forms Editing

  • Use forms edit utility to add logos, barcodes, special fields, font changes on forms and labels
  • Customizable forms include purchase order, quote, acknowledgment, packing list, invoice

Item Labels

  • No limit to the number of custom label formats that can be created
  • Generate labels directly from job and PO receipts with header information
  • Lot and serial number printing
  • Stock item labels can be printed as needed

Grids

  • Spreadsheet style grids are used on opening lists, lookups, and inquiries
  • Column sorting in ascending or descending order
  • Columns can be dragged to different positions
  • Output to Excel, HTML file, text file, or to the printer

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

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

Unleash your efficiency potential today!