ORDER ENTRY OVERVIEW
Order Entry is the heart of SIM*plicity. It is the "single data entry" which drives the entire system "from quotation to cash". The data is not only used for customer related documents such as Acknowledgments, Shipping Labels and Invoices but for shop documents such as cutting lists, travelers and machine schedule. It provides Machine Loading and Inventory Control and it automatically creates Purchase Orders for "buyout" products and components. This page is a brief overview of entering a customer order and includes links to other pages with more details. If you need more information just contact us at support@feldmanengineering.com
Please note that SIM*plicity Order Entry can be customized to meet each client's exact needs.
![]() |
To get started:
The Customer information screen is displayed. That screen and the other blue tabs (on the right edge of your screen) are described below. |
![]() |
|
A - Customer Information |
![]()
|
Use the spin
buttons (up and down arrows on the right side of the customer number box)
to select an existing customer. Note the tabs underneath - they provide
customer information such as discounts and sales history as well as
factory load ( to determine earliest shipping date). For more information please read |
|
B- Items |
![]() |
For more information please read: |
|
C- Summary |
![]() |
Summary page lists
all items on the order. Click on any line item to review it. Click any of the options underneath "Accept Order" to accept the order and then continue with the same order.
|
|
D- Shipping |
![]() |
Order Invoice discount is entered from customer information but can be overwritten for any order . Enter optional information on this screen such as price adjustments, etc. |
|
E-Modify |
![]() |
Click on the Customer Approval button to move the order into the factory. This triggers the planning process which schedules production and makes the necessary inventory and machine loading demands. A wide variety of reports can be produced and a staritng point would be the cutlists (Build and Optimizer reports listed under Manufacturing Control on the "accordion". |
|
F- Costing |
![]() |
The projected cost
for every item on every order is automatically calculated at Order Entry.
Many companies use the order total to check their costs prior to accepting a customer's order. |
|
|
More SIM*plicity:
Manufacturing business software to help your company prosper:
Complete MRP / ERP software solutions customized for your exact needs
|
Please double-click either button for download!
|
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
|
||
|
<<< 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.
|
|
|
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
|
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.
|
|
|
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 |
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 |
|
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
|
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 |
|
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. |
© 2001 by Feldman Engineering Corporation. All rights reserved. Updated December 17, 2007 .