ORDER ENTRY SPEED-UP
Increasing Order Entry Productivity
Customers' needs change: we listen. Feedback has resulted in a number of enhancements to make Order Entry faster, simpler and more accurate. Here's a summary of smart tricks. Some old but not publicized, and a very important brand new one - which we've put at the top of the list. Enjoy!
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Excel List Entry
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Got a list of items and quantities? SIM*plicity will read it in and enter the items automatically - including special size changes. Great for architectural millwork takeoff and kitchen cabinet file imports as well as for repetitive delivery orders. For other applications and full instructions please see: Order Lists |
| Default Quantity | Item quantity can be set to default to "1"
eliminating the need to enter the quantity. A good application is kitchen
cabinets where individual cabinets are entered in sequence. (Setup - Go to CAMS.INI and in the [Order Entry] section enter this line:
Default Quantity=1 |
| Turn Off Exact Search | All modules of SIM*plicity software have
"auto-fill" searching where a partial product # is completed or, if an
incorrect # is entered, the closest match is displayed. Many years ago
clients with speed demon customer service clerks asked us to turn
this feature off in order entry to prevent the possibility of
errors. For those who'd rather have the search ability we've now made it
optional. To turn auto-fill on : go to CAMS.INI and in the [Order
Entry] section add this line: Exact Search Required=No |
| Prompting | Does order entry have a secret? A cheat sheet? Fabrics or laminates you should never use on an item? Possible options that never should be sold on a product or, better, options that a certain product really should have? Display this information during the order entry process so everyone knows what to do. It's real easy. To find out how read: Product Entry Instructions |
| Preset Options | Some customers order the same options and features. You may also have popular promotions in specific laminates, finishes or fabrics. Don't waste time manually entering them. You can assign a name to a specific selection of options and call them up by selecting that name. Here's how: Enter the option set that you want to recall . Then Right Click on the word "DESCRIPTION" in the option header. Click on "SAVE". Enter a descriptive name and click OK. Next time you want to use the option set just select it from the list that will pop-up when you Right Click "DESCRIPTION" (Note: Saved option sets are local; other users on your network can't access them.) |
| Cloning | Copy an existing order and then edit it
for a new order in a few easy steps:
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| Size Calculations | Automatic pricing of products by size. Enter
product sizes in the Width and Length boxes and lineal footage or
area price is calculated automatically. To activate: Enter the product # in Product Definition and then select the the type of pricing to be used in the Special Pricing Pull Down Box. |
| Special Search | Don't know the product # or customer #? To search by product type, drawing #, sales rep, or by other related records: right click on the highlighted entry box to activate our advanced search dialogue. To narrow the search, enter a few letters before selecting the search criteria. Select the correct item from the dialogue box which displays all the matches. |
More SIM*plicity:
Manufacturing business software to help your company prosper:
Complete MRP / ERP software solutions customized for your exact needs
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Please double-click either button for download!
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These are completely free! They are not just demos. They are complete systems without time limits or other restrictions for single user systems. Our only charges are for networked installations. click here for more information. |
SIM*plicity tutorials:
(Click any underlined item for more details.)
| Features that help your company | Examples from SIM*plicity | Discussion and Features |
| Customer
Orders
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<<< Please read this introductory overview first.
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| 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.
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| Item Details |
Options to enter and display product information.
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| 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.
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| Batch Order Entry |
Input Customer Order details directly
from Excel.
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| Order-Project Costing |
Display actual costs during Order Entry
or during "material takeoff" -Quotations.
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Graphics display with real-time visibility of all in-process orders. | |
| Product Entry Instructions |
Guidance to the operator in entering complex items .
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| New Product Entry |
Add new customers and products on the fly.
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| Zip and Postal Code Tutorial |
Factors in entering address data for uniformity and to ensure automatic freight calculation
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| Sales Discounts and Commissions |
Information on entering discounts and sales commissions.
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| SPEED-UP |
Tips to increase order entry productivity.
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Invoice Details - Setting Variables
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Variables for printing (and exporting to
accounting software) invoices
Order Entry variables for display and printing |
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| Deposits and Payments |
Record and display deposits and partial payments
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| MRP2/ERP Planning and Shop Floor Control | Advance
Plan
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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.
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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.
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| Purchasing and Inventory Control | Requisition/Purchasing
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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.
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| 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. |
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| Vendor Information |
Access complete contact information on vendors and their employees. |
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| Purchasing Messages |
Adding Standard and Text Messages to an individual item Requisition or to an entire Purchase Order Tools to record and adjust physical invnetories.
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| Accounting and Cost Control |
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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 | 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 | Estimate and control complex projects. |
| Sales
Management
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Sales by Customer and Product Line | 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 |
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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. |