Customer Service -- ORDER ENTRY TOOLS

SIM*plicity Order Entry is customized to meet each client's need. Some basics:

Customer info

Acknowledgments

(Click Images for detail)

Lists customer's invoice address and default shipping address (including all branch locations). Complete order history is immediately available including complete details of all items on prior orders. (SIM*plicity has  no history limits!) Multiple sales reps and their commission split can be chosen for each order and freeform text as well as standard messages can be included.

The status of all a customer's current orders are displayed along with any "alert messages" (credit hold, etc.)

New Customer information can be added "on the fly" during Order Entry by right clicking on the "customer #" box.

(Click Image for detail)

Item Details

Product Database
 Complete standard pricing information including finish and fabric grade charges, and upcharges for all standard options. It also lists related products (arm covers for chairs, lazy-susans for corner cabinets, etc.). Details on optional sales programs (i.e., private label or promotions) are listed if customer qualifies.  Catalog product pictures can be displayed.
Themed and Mixed Mode Manufacturing Production and custom products can be included on same order. Order entry clerk can switch to "themed" order entry mode within an order. This is the normal mode for architectural woodworkers, kitchen cabinet companies and store fixture manufacturers where every item on an order (project) will have the same species, hardware, etc. SIM*plicity remembers project themes for future orders.
Price  customized products as well as options and features on standard products Moving product pricing to order entry from engineering reduces the time to process and acknowledge a customer's order from days to minutes. SIM*plicity's configurator and look up tables can properly price  changes in size and/or substrate (requiring extra material and/or labor), edge treatments and special machining (inlays, corner cuts, etc.). Fabrics can be priced by grade and by the need for extra material for matching. 
Offer and review all options for product selected  SIM*plicity displays all available  choices for each option and advises which are in-stock. It also selects default "nested" options based on basic option choices (i.e., solid color trim fabric to match patterned upholstery).
Create Bills of Material  Bills of material and all other shop floor documents are automatically generated at Order Entry with all options and features selected and with any required customization. 
Calculate weight and select carriers Based on options and customization, the exact product weight is  calculated and the lowest cost freight carrier for the destination zipcode is selected. SIM*plicity prints the bill of lading and barcoded product labels.
Compute local taxes Sales tax is automatically calculated for the order's destination zipcode.
Delivery dates The order entry clerk can instantly display the daily workload for any future date and  the availability of the materials necessary to build the order.
Enter data only once! Quotations can be sent  by fax and quotes can easily be converted to orders with just a few keystrokes.  Order approval generates all of the shop floor documents and these can be easily changed if items are cancelled or delivery dates are changed. Invoices are printed when shipping is confirmed (back orders are created automatically) and all details are automatically transferred to your accounting program.

 

 

 

More SIM*plicity:

 


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SIM*plicity tutorials:

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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.

 

 

© 2001 by Feldman Engineering Corporation. All rights reserved.  Updated December 17, 2007