ORDER ENTRY - ITEM DETAILS

Get it right -so you only need to do it once. One of SIM*plicity's greatest success stories was at a client where we reduced the time from order entry to shop floor from three days to three minutes! It was simple, we educated and gave tools to order entry to fully define and price out every item - eliminating a detour to engineering and product pricing. Every variant, including size changes,  that effects the manufacturing process can be configured. (In simpler words: all options and features can be selected from these screens. For more information on options and features please click here.)

 

 

1

Product Information: Item Name and Standard Description. within a Class (products, components, materials, etc.) so you can search for products by their description, name, sales group, etc.  An additional description can be entered which will appear on the order and shipping labels. This is in addition to the unlimited text that can be added to document any item.
2 Enter the quantity and the standard price will appear.  It is automatically modified if any of the Order Options have an upcharge (i.e., oak edges instead of 3mm edgebanding). 
3 The standard product picture is displayed. It can be a photo, drawing or an Autocad drawing (optional module) with the actual options and features selected.
4 Order Options for the selected item are highlighted and displayed in red until the necessary information is entered. The order entry clerk is presented only with valid options (i.e., If you select a wood edge you are offered only wood finishes - not edgebanding colors) and are advised by a yellow box if the choice is not active (discontinued color, etc.).

The Product Option tab highlights optional features that can be selected for this type of item. (Veneered end panels for cabinets, corner rounding for table tops, etc.). Text can be added to these options if necessary.

5 Default dimensions are displayed.  Changing these dimensions will automatically update  the SIM*plicity Bills of Material (sizes, process times, etc.). Many product prices are dependent on dimensions (area, perimeter, etc.) and are automatically adjusted as dimensions are changed.
6  when all the details are correct click the ADD button (if you've edited the item the button will be marked UPDATE - as on the above screenprint).  Continue entering items until the order is complete then click on SUMMARY tab (blue on right side of screen). Review the order and then print or just accept it.
7 Click on the modify tab (blue on right side of screen) and then click on the Order Approval button. This will release the order to your factory and adjust your production schedule, machine loading and inventory requirements.

 

Some companies have wide product lines and these may require different "options and features". Here is how a chair would appear. Note that the order options have changed to suit the type of product.

 

More SIM*plicity:

 


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SIM*plicity tutorials:

(Click  any underlined item for more details.)

Features that help your company  Examples from SIM*plicity  Discussion and Features
Customer Orders

 

 

Order Entry Overview

 

<<< Please read this introductory overview first.

 

Customer Details: shipping information, history, etc. The utmost in options and feature controls. Automatic pricing with more than 400 variables (size, color, add-on's etc.)  Simple to set-up and easy  to use.  More than an "Order Configurator": these variables interact with dynamic (parametric) bills of materials to create complete manufacturing documentation. 

 

Item Details Options to enter and display product information.

 

Order Entry Tools Because we automatically transfer all pricing variables and "engineering limits" to  Order Entry,  SIM*plicity eliminates the typical delay for orders to first go to Engineering and Pricing prior to Order Entry.

 

Batch Order Entry Input Customer Order details directly  from Excel.

 

Order-Project Costing Display actual costs during Order Entry or during  "material takeoff" -Quotations.

 

Order Progress (status)

 

Graphics display with real-time visibility of all in-process orders.
Product Entry Instructions

Guidance to the operator in entering complex items .

 

New Product Entry Add new customers and products on the fly.

 

Zip and Postal Code Tutorial

Factors in entering address data for uniformity and to ensure automatic freight calculation

 

Sales Discounts and Commissions Information on entering discounts and sales commissions.

 

SPEED-UP

Tips to increase order entry productivity.

 

Invoice Details - Setting Variables

Order Entry Display Variables

 

Variables for printing (and exporting to accounting software) invoices

 Order Entry variables for display and printing

Deposits and Payments

Record and display deposits and partial payments

 

 MRP2/ERP  Planning and Shop Floor Control Advance Plan

 

 

Customer and factory (internal) orders create inventory and labor demand for specific days.  SIM*plicity schedules individual machines within each work station/cell and generates material requisitions.

 

Workstation Control

 

Planners can control and balance workload at every machine.
Production Planner/Scheduler Shifting production (date or workcenter) automatically updates all related processes. Graphics displays with drill-down" information effectively links Planning to Shop Floor Control.
MRP2/ERP Tutorial

 

Workstation Control allows supervisors to fine tune schedules and report production.

 

Purchasing and Inventory Control Requisition/Purchasing

 

 

 

New orders automatically updates long-term material plans. Shop floor control module interacts with purchasing to automatically flag needs that won't be met and adjusts schedules accordingly.

Buy-out items are  purchased as soon as customer  order is processed - including automatic pricing of options and features.

 

Inventory Details

Knowing the materials "on hand" and what they cost is not enough! SIM*plicity calculates the exact date needed, where it should be stored and details of its physical characteristics.

Vendor Information

 

Access complete contact information on vendors and their employees.

Purchasing Messages

Inventory Adjustments

 

Adding Standard and Text Messages to an individual item Requisition or to an entire Purchase Order

Tools to record and adjust physical invnetories.

 

Accounting and Cost Control

Product Cost Summary

Options & Features Overview

Order/Project Costing

 

 

Know the true cost of every item that you build!

Automatically calculate the cost of "work -in-process" inventory.

Instantly estimate the complete cost of every Order and Quotation. Change an option or feature and the cost is automatically updated!

Please  also read ABC Cost Control

Product Engineering Bill of Material Flow Chart

Dynamic Bills of Material

Static Bill Display

Glossary

Bills of Materials  are the core of true manufacturing systems. They link together customer orders, manufacturing instructions with  material and labor requirements.

Dynamic (parametric) Bills of Material are used for entire families of products eliminating the need at most companies for 90% of individual Bills of Material. However, Static (Conventional) Bills of Material are still valuable and our system incorporates them with a full range of Options and Features

Plan and Perform Project Takeoff

Project and/or Product Estimate

Estimate and control complex projects.
Sales Management

 

Sales by Customer and Product Line

Marketing Program Formats

Cost of Goods Sold report for every order. Volume and margin reports for each sales rep.

For each customer select default discount programs, special product discounts and choose from multiple selling companies (OEM, etc.)

SUPPORT

Getting Started

FAQ's - SIM*plicity Support

Why Systems Fail

Favorite Story

 

Training, customization and 24/7 real-time support by the developers of this software.  A commitment to excellence - today, tomorrow and for the past 30 years.