User Manual
Contents
1. 48 EENEG 48 CUPS FE rsigiciecie jd aco n RR 49 Today S COMER ES eT T 49 Customer CC E 50 EE e IR E RE E EE 50 ue e 51 lee EE 51 PGI E 51 EE GCSES sciiicet tealscsetoeamestucscia sateen e e inns darian ea inne 51 SEU 51 Key Points Add a new entry Edit an existing entry Choose columns to be displayed Search by specified conditions Clear the search conditions View reports Important notice View action log Drag up or down Create a Purchase order Critical on hand Consume item Production order Create a Manufacturing order Critical on hand Return item to stock Print barcode Start production operation Pause production operation Stop production operation Show images BEIDBBEHBBHEBHWIEBDOIBHBBHBEH 5 un Move window Oo Additional tips e Tables can be sorted by clicking on column titles e The order of columns can be arranged by clicking holding and dragging their titles e Ifthe list of items contains more than 10 items the software displays only the first 10 items by default Click Load more to load the rest of the list e Please do not use browser navigation buttons Back Forward and Refresh The program provides the necessary navigation controls to perform all administrative actions e in dropdown menus such as Status it is possible to select multiple options while holding the Ctrl key e MRPEasyis accessible onli2. 21 REENEN 21 For BUY E 22 ee 22 Purchase order COT TP 22 Reporting about partial AHI AIS sxsxsiaversssisesisonnaveneincsnsiasavacnncaseresessansnasssusionsseesescsstuaccnints 23 ian geegent 23 Missae cT E 23 Vendor statistics osier niiae eaaa aE EK EE a aaae EOR EAEE aa riae 24 For Stoen E 25 E 25 Import from Ke 25 ltem SCANS qe 26 The difference between fixed and variable cost time in Routing 29 leziiiicue dpic nec TET Eaa ESE 30 coro qo cT 31 Moye stock iter RT 31 Stock le 31 Stock le E Le 31 ijs 32 Shipment details tt 32 Transfer orders Enterprise furictiotallEy E 32 Transfer rder c T T TET 32 IEN AM eege Geesen ER Critical e EL e kiii 33 agde NE ER 33 EE ee deeg 33 Kee EL EC 33 Product ee ET 33 Lipits of TAS UFGITIGFIE neces pni stented arn eats dree 33 Storage IOCAUONS feet 33 PAlAIMOGCO pc 34 Relations e 34 For Production PIDE aesti ocu tno rie Ue etapa vnd Eae ee KEren SNA emis nar REL b AEN DM LENA ERR 35 PEGOUEUGOTICOFEIBES soos netten ee 35 Prod ctio n order detail eT ee ep r RNT aissa a connie Peer er 35 Create a new production
3. Date Format Select how dates are displayed e g dd mm yyyy mm dd yy etc First day of week Select which day the calendar displays as the first day of the week Decimal separator Select whether the decimal selector is a comma or a dot Thousands separator Select whether the thousands selector is a comma a dot or a space Currency sign Define a default currency sign e g etc Currency format Select whether prices and costs are shown either as 100 or 100 Name of unknown storage location Give name to the default storage location shelf bin in Stock by default it is No location Company details Enter the information about your company which will be displayed in the documents Company name Enter the name of your company This information is printed in Invoices Quotations Purchase Orders etc also in MRPEasy invoice sent to you 10 Contact details Enter your company s address as a free text This information is displayed on your Invoices Quotations Purchase Orders etc also on the Invoice sent to you by MRPEasy E mail Enter your company s e mail address Reg no Enter your company s registration number VAT number Enter your company s VAT number if you are from EU and have valid VAT number It eliminates VAT 20 from MRPEasy invoice to you VAT rate Tax rate Enter your VAT GST or Sales Tax rate This will be added to the Invoices and Quotations you create Payment d
4. 33 Storage location details Here it is possible to create a new or edit delete an existing storage location Parameters This section contains a list of all parameters A parameter of a product is an attribute or a property which is used for creating a family of different goods of one model For example a color the same dress in different colors a size the same shoes of different sizes a fabric the same bed linen sets of different kinds of fabric engine power the same device in different capacities etc To use parameters you should e in Settings subsection specify the possible parameters and their values e in Relations subsection specify a part corresponding to the parameter from which the final product will be manufactured e in Item subsection set parameters for a particular product and before entering the BOM specify different variants of this product e inthe BOM instead of a specific part indicate a Relation Parameter details Here it is possible to edit an existing parameter and its values Relations This section contains a list of all relations between items parameters and parts Relations define which stock items should be consumed in case of different parameters of final product For example if a sewing company produces the same dress in several different colors it can define that if the dress is white white textile must be used if it is black black textile etc Relations can be used in
5. Check this page for the answer after Database Maintenance Functionality for saving your database in CSV format tables as TGZ format archive and for uploading it back to the server Other database operations are available in the section Demo Data 21 For Buyer The Procurement module gives the ability to see the list of purchase orders POs create new and edit delete existing POs Existing PO can also be duplicated to make new similar one more easily Purchase orders This section contains a list of all purchase orders for the parts For each item it is possible to set its critical quantity at stock under its details in Stock gt Items after exceeding which it will turn red notifying of the need to purchase it To see the list of items whose quantity is below their set critical quantity go to Stock gt Critical on hand New POs can be entered by clicking the blue Add button This is where you can enter your purchase invoice or just a list of goods that you already have in Stock For entering your existing inventory in bulk go to Stock gt Items gt Import from CSV The list of POs can be downloaded as CSV by clicking on the blue CSV button on the top right hand corner Purchase order details This page contains the description of the purchase order After creating a new PO its status is set to New by default POs with status New should be sent to vendors From ordering to receiving all actions ca
6. 01x 5 28 variable cost 0 01 quantity 2 sequence 0 overlap no 2 Packing work station type packing machine variable time 0 5 minutes variable cost 0 02 quantity 4 sequence 1 overlap yes 4 The difference between fixed and variable cost time in Routing In general you should either use only fixed or only variable regardless of how many pieces there are Example 1 Fixed is used when a particular operation takes the same time and costs the same no matter whether you produce 1 24 or 100 pieces For example baking one muffin takes 10 minutes but baking a trayful of muffins e g 24 also takes 10 minutes 10 minutes would therefore go to the fixed field in the routing for one muffin and nothing would go to the variable field The fixed cost should also be filled in this case Now if an order is made for 7 muffins the production will take 10 minutes according to such routing Example 2 Variable is used when the time and cost of a particular operation grow linearly depending on how many pieces you produce For example baking one big cake takes 30 minutes As the oven fits one cake at a time baking 2 cakes takes 60 minutes baking 10 cakes takes 300 minutes etc As there is a linear relationship 30 minutes would therefore go to the variable field in the routing for one big cake and nothing would go to the fixed field The variable cost should also be filled in this
7. BOMs instead of exact stock items When a new production order is created all relations are replaced with real stock items based on parameters of the final product Relation details Here it is possible to edit an existing relation between parameters and their corresponding parts 34 For Production Planner The Production planning module allows creating editing and scheduling production orders assign resources parts equipment workers and track the use of parts and fulfillment of work operations The Human resources subsection under Settings allows managing users and their rights Production orders This section contains a list of all production orders Production orders that have all the necessary parts present in the stock are black Production orders that have some parts missing are red and italic Production order details This page contains the description of the Production order If you wish to report that the implementation of this production order has started click the Start production button If you wish to report that the implementation of the Production order has finished exactly according to how it was planned without starting it first click the Finish production button at the bottom of the page If the production order has started you can report in detail about the part consumption start end of work operations or that the implementation of the Production order has finished by clicking the Go to productio
8. Invoice Quotation The price of every lot in the stock is displayed in the same currency the base currency Even if you use a different currency when making a PO the stock lot will still be displayed in the base currency taking into account its exchange rate Invoicing in another currency Customer orders are in your base currency because it is used to calculate your costs and profit After a customer order is created you can make an invoices based on it open this CO 2 scroll down to Invoices section 3 create an invoice 4 select the currency of the invoice Allowed IPs Ability to define the IP addresses that are allowed to users with limited access 16 Integration API access by request In this block it is possible to get your account specific API key and Access key The documentation for MRPEasy REST API is located at http www mrpeasy com api Connect to XERO To connect Xero and MRPEasy please act as follows 1 Sign in into your MRPEasy account 2 Go to Settings Integration and click Connect to Xero button 3 Authorise MRPEasy and select appropriate accounts Integration supports two operations 1 Posting purchase orders from MRPEasy to Xero bills a go to Procurement b open some purchase order c click on the button Add to Xero in the upper right corner This posts the purchase order to Xero d If you make some changes in the purchase order at MRPEasy and want to pro
9. and save Stock lot details Here it is possible to add a new or edit an existing stock lot If you wish to change the storage location of the stock lot go to Stock gt Stock lots gt Move stock item If the items have serial numbers it is possible to edit them here When creating a new lot you can define where the items are located If you do not know their location or it is not important use No location as Storage location For adding a new location open the Storage location dropdown and click Add new storage location If the Item requires serial numbers their quantity must be equal to the amount of items in the lot Serial numbers can be entered either individually or all at once by copying them from a Notepad or an Excel file and pasting them Ctrl V with the cursor in the first field The software will place each number in its own field Stock lot statistics Here it is possible to view reports regarding the Stock lot The reports can be selected from the dropdown menu This page can also be accessed under Stock lot s details Report Stock history This report shows the list of stock movements performed with this Stock lot along with the lot s quantity and cost The period for these data can be either manually selected from the calendar or picked from the options given 31 Report Bookings This report shows the list of Production orders or Customer orders for which this Stock lot has been booked The pe
10. be seen as a Calendar month week or day The calendar contains production orders that are assigned to this particular worker Production orders are displayed in different colours e blue production orders that are currently being worked with e yellow paused e grey production orders that are scheduled for the future e purple production orders that are finished e redhatching production orders that are late By clicking on a production order it is possible to report about part consumption and starting finishing of work operations If you have consumed some allocated part click on the Consume button next to this part and enter the quantity of used parts If you have consumed some part that was not allocated click on the Add a part button and enter the used part and quantity If you start a work operation click on Start button next to an operation If you stop a work operation but the operation is not yet finished e g you continue it tomorrow or it is done by a worker from another shift click on Pause button next to an operation You will be asked to enter a quantity how many items were completed If left empty the program automatically sets the amount as the order amount If you end a work operation click on Finish button next to an operation You will be asked to enter a quantity how many items were completed If left empty the program automatically sets the amount as the order amount When you have fini
11. before importing In that case if anything goes wrong it is always possible restore your previous session Item details This page contains the description of the Item When creating a new Item checking unchecking the This is a procured item checkbox is how you distinguish whether the Item is a part you purchase or a product you produce If the item is something you purchase you must enter one or more vendors for it If the item is something you produce from other parts you must enter its e Bill of materials BOM a list of the parts needed to produce a finished product e Routing a list of equipment and operations needed to produce a finished product If the Item has serial numbers the Serial numbers checkbox must be checked If checked the Item will have the following additional functionality 1 If the Item is something you purchase the serial numbers for each item can be specified when it arrives to stock under Procurement Purchase orders 2 Ifthe Item is something you produce the serial numbers for each item can be specified under its production order during production or when shipping the items from the warehouse under CRM Customer order Shipments 3 If the parts with serial numbers are used during production it is possible to specify which parts are used in which product 4 The history of serial numbers can be seen under the Statistics of the Item 5 Inall cases the software makes sure that the seria
12. button Post quantities to QuickBooks in the upper right corner This posts the list of stock items with their quantities and costs to QuickBooks Customer statuses You are able to rename your customers default statuses in CRM No contact No interest Interested Permanent buyer Human resources This section contains users of the system Possibility to edit their rights and see a log of their actions User details You can create a new user or edit delete an existing one It is also possible to edit the user s rights which section the user gets to create read update and or delete Clicking 18 on a row column title toggles all rights on that row column It is possible to prohibit to the user to see costs prices in particular part of the software which is available for seeing to that user It is possible to enter hourly cost of this particular worker that is taken into account when calculating production costs Lock handler There can be a situation where some entry remains locked but no changes are actually making to it for example the browser has accidentally closed In this case other users can not change that data To solve the problem there is a special user right Lock handler If a user with that right tries to edit a blocked entry a button Take lock is displayed next to the notification When user clicks it the old lock is cancelled and the entry is locked again for a new user Be careful using this featu
13. open one for editing add and edit a part with a serial number and choose the corresponding serial number from the dropdown menu Production orders can be printed as PDF in two versions one as an document for management PDF wide another as a document for workers PDF narrow The latter does not include any sensitive information such as production costs It is also possible to enter Notes as free text regarding this Production order Notes that are generated by MRPEasy e g warnings will be highlighted with blue border Create a new production order Here it is possible to create a new production order Choose a product and enter a quantity The system will calculate appropriate BOMs costs start and finish dates If acceptable choose one of the BOMs and save the production order If the cost start and finish date of a BOM are in red and italic then some information that is needed to calculate these data is missing To see more information about a particular BOM click on a respective Edit button BOM information On this page you can see detailed information about this BOM You can update part allocations and routings If some part is missing from the stock or some operation needs to be modified click the Edit button next to it Please note the system combines the part number and the name of the item and re names the combined information to Part Also the Description is optional Edit BOM On this page yo
14. order eegene sEreeg ugeet Eege 36 GO to prodUCtON soccsedcctsenetosasncrioncounxcussesteneavissnesencetaieranasenccmuns EKS Earr Sea irea pirenea tisis 37 Masterprod ction Eeer eege TaT 38 AE 39 Summary statistics on all work stationS eseessessssseessesseesressesseeseessesseeseesseesseseesseensese 39 ele WC 39 Work EES eege 39 Work ene 40 Work st tion type CtOMS RT 40 Work station type SEBEISEICS ucc ors erra eer rb ENEE sa Eran Ris ER taian Ei UE RE 40 Bills oF Materials qu cepisse eiii b eina noeud Cebu tese eo hru qst E HD E Ck a aa oS Rel DURS 40 BOM detalls 4 ipee o eben aed susc a Meses ovv sauna ua out nud vous bxc vul Css adus bu i v oso iU cen OEC aM EIE 41 steig A tee CSV enc 41 EOL c icc C 41 Routing ue wM 41 Import fron CSV Ac HO 43 Pat WV ed EE T m mmt 44 My production DIAN decesserit rnr t misa Recens Oni E uoe spar ndo eir ea FUR upra E AR arredi 44 TESTS ie MNT TS 45 de SO MOV PME E 46 Cilstomer OPO GTS visccccccaccascnscedaizendssuctondeniduasis ea ae naa iaaea asaan aieiaa d iiaea dakai 46 Ree EC 46 Making a shipment and sending goods out of the stock sees 47 Sending out partial shipments scenssessinnsnsnsdontsuecdacs beu misit reve d Lui EISE YEN E ERR IU dra nin 48 Custormet order Statist ICs uie uae ce eenegen e Eden 48 CUSTOIMGTS cm
15. page can also be accessed under Work station s details Report Calendar The report shows the calendar month week or day of all production orders that use this Work station By clicking the Choose options icon it is possible to further customize the default display Report Production orders The report shows the list of all production orders that use this Work station The period for these data can be either manually selected from the calendar or picked from the options given 39 Report Equipment usage chart The report shows the usage of this work station over time as a line graph The y axis of the graph can be set to either percentage or hours Work station types The section contains a list of all work station types Work station type details Work station type is a group of similar work stations e Number a unique code of this type of work stations e Name aname of that type e Number of instances is used for simplified one time creating of several work stations of that type e Custom working hours the possibility to define custom working hours different from those defined for the company under Settings e Custom holidays the possibility to define custom free days different from those defined for the company under Settings e Color the color on the Gantt chart for the operations which are performed on work stations of that type Work station type statistics Ability to view reports by Work Station
16. Type The reports can be selected from the dropdown menu This page can also be accessed under Work station type s details Report Calendar The report shows the calendar month week or day of all production orders that use Work stations belonging to this Work station type By clicking the Choose options icon it is possible to further customize the default display Report Equipment usage chart The report shows the usage of Work stations belonging to this Work station type over time as a line graph The y axis of the graph can be set to either percentage or hours Bills of Materials This section contains a list of all Bills of Materials 40 BOM details A Bill of Materials BOM is a list of parts that are needed to create a finished product a recipe It consists of several parts parts Some products may have several alternative bills of parts Import from CSV Upload BoM in bulk CSV is a compact format for tabular data CSV file can be obtained by saving your Excel file as CSV Comma delimited csv When uploading the CSV file the program asks to select the names of the fields corresponding to the columns of your data and will then import the data in the appropriate fields of the database In order to use this feature Settings gt System settings gt Options gt Matrix BOM needs to be set to No It is possible to import the following fields Item part quantity description Important If yo
17. WMRPEasy User Manual Document 1 2 Last revised 21 09 2015 Contents Key POINTS x 6 ele 6 Additional TDS pee m T E Si AVERNE nevni 7 Should you encounter an Error usus coucs neis rotetrR Urbe M PR E REPRE SEE IUe n RUDI ERN IM e Skr RE skaar ENS 7 910 24 Tc cU 7 Alternative text uda oeendib educa ioci asc EUE cu bts uda a aaa a ae buda aa iaaa E Cope nudo dead dcu uu ed 7 ee Te tte Ben 8 Database iGO Ig eR T 8 ele e Ed 9 SEELEN 10 KN Gu KE CT 10 Regional El 10 Ines P 10 First day Of WGK AT rsio 10 ln UE EE 10 Thousands SS EE 10 Company details eege eer en cet ore eer 10 CIE 11 N meration TOMAS eet n 11 bio Joni aac Eeer 12 en 12 Professional iligreuie eem echte 12 Enterprise FUNCIONS MT Occ 14 Ee e El 16 Additional currencies ETE T o D m 16 e A Mee 16 MES STATION ee X 17 rro aig iibi 18 li D iid qe 18 Ee Mc 18 Adding NEW USE S m 20 Account and Biling aise cesvasivas ut irei rt co xe ova fa irai ln ee ovn da ono is evi sin E Geesse 20 Billing 20 faves ed 20 isa M
18. case Now if an order is made for 4 cakes the production will take 120 minutes according to such routing Example 3 Here is also a third example where fixed and variable can be used together based on the previous example On each morning the oven first needs to be heated up which takes another 15 minutes but is only needed once every day This 15 minutes would then additionally go to the fixed field Both fixed and variable costs should also be filled in this case 29 Now if an order is made for 4 cakes the production will take 4x30 15 135 minutes according to such routing Item statistics Here it is possible to view reports regarding the Item The reports can be selected from the dropdown menu Report Stock history This report shows the list of stock movements performed with this Item along with the quantity and cost of each lot The period for these data can be either manually selected from the calendar or picked from the options given The report can be saved either as PDF or CSV Report Bookings This report shows the list of Production orders or Customer orders for which this Item has been booked The period for these data can be either manually selected from the calendar or picked from the options given The bookings can also be edited The report can be saved either as PDF or CSV Report Expected lots This report shows the list of upcoming lots of this Item and their sources Purcha
19. ce details Possibility to create a new Invoice Quotation or view update and download an existing one Invoices quotations can be printed in PDF in two versions one as an internal document another as a document for customer The latter includes a company logo and details Also when creating editing invoices quotations and Customer details have previously been filled out the software shows a Send e mail button which opens a new e mail window with some generic text to a Customer together with a URL of the Invoice Quotation Also you can enter payment details after it has been received Pricelists This section contains a list of all pricelists Pricelist details Possibility to create a new Pricelist or view and update an existing one Statistics The section displays statistics for each Customer The statistics include e Selling price e Cost e Profit e Average delay of orders in days e Orders delivered on time in percentages The period for these data can be either manually selected from the calendar or picked from the options given To see the cost and profit three things are required the items have to be booked Open the Customer Order click Check stock and then Book items the status of the Customer order must be either Shipped amp Invoiced or Delivered all the items in the Customer Order must be available in the stock with the quantity either greater than or equal to the quantity in the Cu
20. ch item listed in the Notes section Click on their button and if you don t have none to select from Stock click Create a purchase order or input purchase invoice button set its Arrival date to Now and then enter the quantity needed in the empty field under Stock Alternatively you can create a manual stock lot instead of Purchase order Once you have done that for all the missing parts you should be able to finish the manufacturing order Master production schedule This section contains a list of all production orders that have been scheduled Production orders are displayed in different colors e blue manufacturing orders that are currently in progress e yellow manufacturing orders that are currently paused e green manufacturing orders that should be started in the future e purple manufacturing orders that are finished e red hatching manufacturing orders that are late If some necessary parts are not allocated then the name of the production order is in red and italic Click on a production order to get more information about it Production orders can also be dynamically rescheduled by clicking holding and dragging them to a desired location The schedule can be viewed in two modes Production orders and Operations The default view is Calendar month week or day but the scheduling can also be viewed as a Gantt chart By clicking the Choose options icon it is possible to further customize
21. cts same model but in different sizes colors fabrics etc so it would not be necessary to enter different BOMs for each combination When this function is On in Stock you see the sections Parameters and Relations Firstly you should define parameter s name possible values and also dependence of the quantity of part from that parameter yes no Secondly for the particular product you should add the name of parameter s In Item details appears subsection Variations In variations you should define possible values of the parameter s for that product When creating CO or MO for that product you should also choose a value of the parameter s 12 The objective of the Relation is to define the connection between parameter values and part If the part depends on parameter it should be defined in Relations When creating the BoM for the product with parameter s instead of parts Relation should be chosen from drop down list If the Parameter changes the quantity of the part the quantity of the part should be defined for every Parameter value in a BoM Watch demo video here https youtu be GOrbXoYo2ws Parallel execution of work operations This function allows specifying in the Routing that an operation is divided between all work stations of the same type When this function is On you have an ability to check a box Parallelize in a Routing In that case the operation will be divided between all work stations of th
22. d Customer details have previously been filled out the software shows a Send e mail button which opens a new e mail window with some generic text to a Customer together with a URL of the Invoice Quotation Also you can enter payment details after it has been received For making a credit invoice you have two ways a when the customer has already paid create a new purchase order and buy the product back from your customer b when the customer has not yet paid open the customer order and create a new invoice with Type Credit invoice and change prices to negative for the accounting Then take the product manually back to stock for example by creating a new stock lot Under the Shipments section it is possible to create a new Shipment or view update and download an existing one When items are booked for this customer order clicking the Pick all items button under Shipments will move the booked items out of your stock Under this section it is also possible to print a waybill and a picking list for this shipment Making a shipment and sending goods out of the stock The precondition for making any shipment is clicking Check stock and Book items buttons under Customer Order to assign the products in the stock to this particular customer order Having done that here is how to make a shipment and send goods out of the stock 1 Openthe customer order add a new shipment and enter its quantity 2 Savethe shipment and a
23. e Import from CSV Here it is possible to enter Items into Stock in bulk CSV is a compact format for tabular data CSV file can be obtained by saving your Excel file as CSV Comma delimited csv When uploading the CSV file the program asks to select the names of the fields corresponding to the columns of your data and will then import the data in the appropriate fields of the database The possible columns that can be imported as CSV are Number Name Product group Unit of measurement Safe stock Selling price Net cost per 1 unit Quantity at stock Is procured item Vendor Vendor item ID Vendor price per unit Lead time in days and Minimum purchase quantity In the case of Is procured item use either 1 when the item is a part or a part that you purchase or o if itis a product that you produce If you wish to import an Item under a Product group that already exists use only the name of the Product group without the code in your CSV file Important If you need to import the file that contains non Latin characters the file must be in UTF 8 preferred or Unicode encoding If you are using Excel to save the file select the 25 Unicode Text txt option in the Save as type field Even though the extension of the file is TXT it can be imported as a CSV file In this case the limit is 1 000 lines per upload Since importing can be a question of trial and error we strongly suggest making a back up of your database
24. e same type Piece payment This function allows defining in the Routing that a worker is paid per one piece or per operation Overlap and sequence of manufacturing operations This function allows configuring a special sequence and overlapping of production operations in the Routing Serial numbers This function allows using unique serial numbers on products and parts NB This is for tracking every item individually If you wish to track Batch No Lot No you do not need this function Co product This function allows getting several final products as a result of one manufacturing order Co products are added to stock when they are reported by workers in My production plan or Internet kiosk when they pause or finish some production operation Also you can report produced bi products instead of workers in manufacturing order if you open some manufacturing operation Co products must be previously configured in BOM Create a special product for example Waste or Scrap and use this function to report such additional product Add it as a co product to your BOMs 13 This will allow your workers to report the quantity of rejected products Other functions changing the number of final products reporting of consumption of the parts are already available Expiry Date This function allows food manufacturers to use expiry date and set shelf life time for parts and final products Also in use in chemical and pharmaceutical ind
25. ed If left empty the program automatically sets the amount as the order amount If you end a work operation click on Finish button next to an operation You will be asked to enter a quantity how many items were completed If left empty the program automatically sets the amount as the order amount When you have finished the production click on the Finish production button If all parts have been consumed the system will mark the production order as Done Otherwise the system will offer two options e Consume all consume all allocated parts e Release unused return allocated parts that have not been consumed to stock After that click again on the Finish production button For each item it is also possible to assign a unique serial number If serial numbers must also be taken into account for the parts then when specifying the serial number of the finished product you can select the items used and for each of them select the serial number from the stock lot of this particular part 37 Please note at times it may happen that the Manufacturing Order cannot be finished because some parts cannot be consumed In that case the manufacturing order will also be highlighted with a red flag icon When clicking on the red flag you see the list of parts below under Notes that were not consumed The reason their quantity in the stock was not enough Here is how to fix that Scroll back to the top the Parts section Go through ea
26. ere completed If left empty the program automatically sets the amount as the order amount When the order is finished it will disappear from the list 45 For Seller CRM is a complete Customer Relationship Management system You can e Create edit and view the list of customer orders e Create edit and view the list of customers e See the statistics of orders by customers e See the list of your customers who should be contacted e Create edit and view the list of invoices and quotations input payments e See the profit and loss statement for the entire company or by customers Customer orders The section contains a list of all customer orders The list can also be viewed together with Items by selecting the report Items from the dropdown menu Both reports can be saved either as PDF or CSV Customer order details The page contains the description of the customer order Also you can calculate the quotation and check items availability in stock and book them for this particular order After receiving an order from your customer create a new Customer Order in MRPEasy To calculate the cost of products click the Check costs and prices button You can choose whether to take cost of raw materials from the stock if you plan to use raw materials from the stock or to use purchase prices of your vendors if you want to ignore historical prices Also you can calculate selling prices by defining the percenta
27. etails Enter your payment details as a free text This information will be added to the Invoices and Quotations you create Logo Upload your company logo which will be displayed on your Invoices Quotations etc For that you need to have Dropbox installed The logo file must be in your Dropbox folder The file must be either GIF JPG or PNG with max size of 50 KB and the logo size should be appropriate Numeration formats Choose the codes for each entity Here are the default formats for each entity 11 e Routings R 00001 Relations RE 00001 Items A 00001 Product groups AG 00001 BOMs BO 00001 Vendors V 00001 Work stations C 00001 Bookings WO 00001 Purchase orders PO 00001 Lots L 00001 Production orders MO 00001 e Customers CU 00001 e Invoices l 00001 e Customer orders CO 00001 e Shipments S 00001 e Transfer Orders TO 00001 Work hours Define the work hours for each day The default is Monday through Friday 08 00 17 00 24 hour workday e g in the case of three 8 hour shifts must be defined as 00 00 23 59 Holidays Enter the dates of holidays when no work will take place Professional functions The options include e Matrix BOM e Parallel execution of work operations e Piece payment e Overlap and special sequence of production operations e Serial numbers e Co product functionality e Expiry Date e Tiered Pricing Matrix BOM With this functionality it is easier to enter families of produ
28. ge of your margin After you click the Calculate costs and prices MRPEasy calculates costs of products and adds the margin to calculate selling prices After that you can update the margin of any product add the discount and save your changes Please note that the cost may change until you book products To book products go back to customer order details and click the Check stock button tick the Generate production orders for missing products and Generate purchase orders for missing parts checkboxes and click the Book items button This automatically creates both the necessary purchase orders for parts and schedules production orders according to your available resources Please note sometimes Manufacturing orders are not automatically created with the abovementioned method This could mean one of two things 46 you may already have enough products in your stock The program checks that and creates MO s only for products that are currently missing some information needed for creating MO s might be missing e g BOM Routing or Vendor information for parts Under the Invoices section it is possible to create a new Invoice Quotation or view update and download an existing one Invoices quotations can be printed in PDF in two versions one as an internal document another as a document for customer The latter includes a company logo and details Also when creating editing invoices quotations an
29. he Worker is paid by the hour user s hourly rate is defined under Settings Users piece payment if defined then the Worker is paid per each piece of finished product sequence a list of operations that must be finished before the current operation can start first operation must have sequence 0 overlap if the current operation starts before the previous operation is fully finished you can define the quantity of products that must be ready before this operation can start Piece payment is used for calculating production costs Because of that if it is used it must include the total expense on work force For example Let us imagine a small bakery It has an oven that can bake two buns simultaneously Initial heating of the oven takes 5 minutes Baking one bun takes 10 minutes Manufacturing cost is 0 01 per 1 minute of work of the oven 0 03 for starting the process Also there is a machine that packs buns into bags 4 buns per each bag Packing takes 0 5 minutes and costs 0 02 So baking 1 bun takes 15 minutes Baking 2 buns also takes 15 minutes Baking 3 or 4 buns takes 25 minutes Operations should be defined as follows 1 Baking work station type oven fixed time 5 minutes variable time 10 minutes fixed cost 0 08 0 03 0 01x 5 variable cost 0 01 quantity 2 sequence 0 overlap no 42 2 Packing work station type packing machine variable time 0 5 minutes variable c
30. imum quantity a purchase order is created Otherwise MRPEasy takes next supply terms until minimum quantity requirement is met If no supply terms meet the minimum quantity requirement a vendor with the highest priority is used and purchased quantity will be equal to minimum purchase quantity For example puse us ae ee 4 When you create a manual purchase order and if no tiered pricing is used the item has only one vendor then MRPEasy will take the price from purchase order and automatically update it in supply terms In case of tiered pricing supply terms must be updated manually BOM Bill of materials A Bill of materials BOM is a list of parts that are needed to create a finished product a recipe It consists of several parts parts Some products may have several alternative bills of parts Routing A routing is a list of production operations in a correct order that are used to produce a finished product 27 Each routing must be connected with one or several BOM Each operation consists of a b c d e f e h i i k sequence number work station type a type of work station that performs this operation fixed time a time that is needed to start this operation this time does not depend on the quantity of finished products variable time additional time of each finished product fixed cost a cost of starting this operation that does not depend on the quantity of finished pr
31. ined several stocks or sites no difference you are able to use the following functionality 14 e Inall Stock reports you can choose particular stock site or all also safe stock value for the product can be defined for particular stock also for every storage location bin stock should be chosen e In Procurement when creating purchase order for every line you should choose particular site stock e In Production planning you can choose production site also for every work station production site should be chosen e In CRM when booking goods for customer order particular stock should be chosen e InStockthereis a section Transfer Orders for moving goods between stocks The functionality is the same as for Shipments For adding stocks productions sites in Settings Production sites Stocks this should be allowed to you in Settings Human Resources your User rights For creating Transfer Orders in Stock this should be permitted to the user by the same way Barcodes This function allows you to print stickers with barcodes for products You can use any size of paper for stickers To enable it 1 go to Settings Enterprise functions d choose Barcodes Yes 3 select a type of barcode EAN 13 newer and preferred or UPC A 4 select how barcodes are assigned to stock items automatically by MRPEasy or manually by you 5 if barcodes are assigned by MRPEasy enter a prefix that consists of your country code and com
32. l numbers entered are unique If the Serial numbers checkbox is not visible it can be turned on under Settings System Settings gt Options Edit gt Serial numbers gt Yes For every item it is also possible to attach files e g blueprints For that you need to have Dropbox installed The files that you wish to attach need to be in your Dropbox folder If the Matrix BOM functionality is enabled it is possible to enter Parameters for the Item This is made especially for garment manufacturers With this functionality it is easier to enter families of products same model but in different sizes colors fabrics etc so it would not be necessary to enter different BOMs for each combination To enable the 26 Matrix BOM functionality go to Settings gt System Settings gt Options gt Edit gt Matrix BOM gt Yes Settings gt Users gt Edit gt Parameters gt check all 4 checkboxes Settings gt Users gt Edit gt Relations gt check all 4 checkboxes It is also possible to enter Notes as free text regarding the Item Vendors If a stock item is procured it can have several vendors or different terms of supply from the same vendor based on quantity of purchase order You can add them all and prioritize them by Priority field Higher number means higher priority When purchase order is created MRPEasy takes supply terms with the highest priority value If purchased quantity is greater than the min
33. lity to view Vendor reports The reports can be selected from the dropdown menu This page can also be accessed under Vendor s details Report Vendor Purchases This report shows the list of purchases from this Vendor what has been purchased at what price The period for these data can be either manually selected from the calendar or picked from the options given Report Vendor Terms This report shows the list of goods that can be purchased from this Vendor along with terms such as purchase price lead time minimum quantity etc This report also allows to edit delete this data 24 For Stockkeeper The Stock module gives the ability to manage new and existing stock items and their lots Items This section contains a list of all stock items both parts and finished products Stock module also allows creating new and editing deleting existing Items The list of Items shows how many units of each Item are in stock available booked and expected The list can be searched and filtered combining one or several columns The quantity of an Item in Available column is displayed in red when its quantity in stock is less than its critical quantity set under its details notifying of the need to purchase it To add existing items to the stock go to e Stock gt Stock Lots gt Add lot e Stock gt Inventory gt Enter physical quantities e Procurement gt Purchase orders gt Add new PO and fill out its arrival dat
34. n Sales Manager automatically launches them through Customer Orders There is an option to automatically create new purchase orders for missing parts Reporting about partial arrivals Here is how to adjust the quantity of partial arrivals 1 open the Purchase Order 2 click to add new item for the one ones currently received 3 select the item enter the quantity of the partial arrival and save 4 open the original item row and change its quantity by subtracting the partial arrival from the original quantity 5 now click Target lot link of the new item partial arrival 6 set its Available from to current moment and Status from Planned to Received save You now have the first partial arrival in your stock and the remaining quantity waiting to be received Vendors This section contains a list of all vendors Procurement module allows creating new and editing deleting existing Vendors Vendor details Here it is possible to enter Vendor s contact information The contact type field is a dropdown for phone fax Skype e mail web address etc Each type of contact must beonits own line a new line can be added with the Add button The address entered here will be printed on the PO for Vendor PDF Contact details can also be entered for Vendor s contact person These data will not be printed on any document It is also possible to enter Notes as free text regarding the Vendor 23 Vendor statistics Abi
35. n be recorded in the same document After filling out its Order date field the status of the PO will change to Ordered After filling out its Shipping date its status will change to Shipped After filling out its Arrival date its status will change to Received Each item in the PO can also be separately edited deleted should their quantity or price change at some point compared with those in the original order To set serial numbers for a part you purchase click on its Target lot link and then the blue Add button Serial numbers can be entered either individually or all at once by copying them from a Notepad or an Excel file and pasting them Ctrl V with the cursor in the first field The software will place each number in its own field In order to use the abovementioned functionality serial numbers must first be turned on under Settings gt System settings gt Options gt Serial number gt Yes Additionally for the item Serial numbers must be checked Yes under its details in Stock gt Items 22 POs can be printed as PDF in two versions one as an internal document another as a document for Vendor The latter includes a company logo and details Also when creating editing a PO and Vendor details have previously been filled out the software shows a Send e mail button which opens a new e mail window with some generic text to a Vendor together with a URL of the PO Please note new POs can appear in the list also whe
36. n button Under Parts it is possible to allocate new parts or return the allocated parts to stock The Book all parts button under Parts is clickable only if there are parts for that order that were missing from the stock at the time the order was created The idea of this button is to allow the production manager to book the parts that might be arriving to the stock after the production order was created Under Operations it is possible to update work stations that are used to perform this production order To set individual serial numbers for each item you produce click on its Target lot link and then the blue Add button Serial numbers can be entered either individually or all at once by copying them from a Notepad or an Excel file and pasting them Ctrl V with the cursor in the first field The software will place each number in its own field In order to use the abovementioned functionality serial numbers must first be turned on under 35 Settings gt System settings gt Options gt Serial number gt Yes Additionally for the item Serial numbers must be checked Yes under its details in Stock gt Items If it is also necessary to keep track which part with a particular serial number was used in each individual product it can be done under Serial numbers If no serial numbers have yet been specified for the product click the Add a serial number to product button If serial numbers are already specified for the product
37. n is planned for the future you can see the planned cost start and end times and duration of the operation Report Invoices This report shows a list of invoices that were issued by the user For each invoice the following information is displayed a Invoice details number type status date due date b Customer details number name c Financial details invoice sum currency tax paid sum unpaid sum etc Adding new users Click button If your billing cycle is annual the software will ask you how many users do you want to add When you enter the value an invoice for new licenses until the end of your paid period will be created The amount of the invoice will be pricing plan price X number of new licenses X days until the end of current billing cycle 365 Pay this invoice and click button again to add new users Account and Billing Billing The state of your invoices If the last invoice is unpaid click the button View Invoice for payment options which are as follows e to pay this invoice one time e to pay invoices monthly with automatic subscriprion e to pay annual invoice one time and get 2 month free e to pay annual invoice as a subscription and get 2 months free Account Details Here you can e edit your account details 20 e upgrade pricing plan e enter credit debit card data e delete account Support Create support ticket by clicking Add button
38. nd click Edit Click Pick all items and OK and click Save Now the shipment has been made and the products have been written off from your stock Note If Pick all items button is grey and cannot be clicked on it may mean one of two things all items have already been picked 47 you are using serial numbers functionality Sending out partial shipments The precondition for making any shipment is clicking Check stock and Book items buttons under Customer Order to assign the products in the stock to this particular customer order Having done that here is how to make a partial shipment 1 Open the customer order add a new shipment and enter the first partial quantity Save the shipment and click Edit 3 Click Pick all items and OK and click Save Now the first partial shipment has been made and the products have been written off from your stock For making another partial shipment simply repeat the process Note If Pick all items button is grey and cannot be clicked on it may mean one of two things all items have already been picked you are using serial numbers functionality Customer order statistics Here it is possible to view reports regarding the Customer order Report Bookings This report shows the list of stock lots booked for this Customer order The report can be saved either as PDF or CSV Report Parts This report shows the list of parts and their quantities used in thi
39. ne it is not downloadable software Should you encounter an error Please go to Settings Support and create a new support ticket describing the problem in the following 3 steps 1 Your action what you did step by step very detailed 2 Expected result 3 Actual output with error message company ID username time of the incident full copy of the screen with browser bars video etc In the case of support ticket the answer will be sent to you at the same place Quick help For every particular page throughout the program the explanation can be found when clicking on Quick help button on the top right hand corner Alternative text Tooltips are provided for all fields throughout the program If some field is not understandable simply move your mouse over its title Account and billing The status of your customer account can be seen under Settings gt Account and billing To pay an unpaid invoice click Pay Now This allows printing the invoice in PDF and offers 2 options for the payment e Annual billing with 2 months free e Monthly payment You can pay for MRPEasy service from your PayPal account or with your international debit or credit card Log into MRPEasy go to Settings gt Account and Billing gt View invoice gt Proceed to Checkout gt In case of the card Create a PayPal account gt Continue gt Pay with your credit Card Under Account details tab you can to e edit the compan
40. oducts variable cost additional cost of each finished product quantity a quantity of finished products that are produced simultaneously time payment if Yes then the Worker is paid by the hour user s hourly rate is defined under Settings Users piece payment if defined then the Worker is paid per each piece of finished product sequence a list of operations that must be finished before the current operation can start first operation must have sequence 0 overlap if the current operation starts before the previous operation is fully finished you can define the quantity of products that must be ready before this operation can start Piece payment is used for calculating production costs Because of that if it is used it must include the total expense on work force For example Let us imagine a small bakery It has an oven that can bake two buns simultaneously Initial heating of the oven takes 5 minutes Baking one bun takes 10 minutes Manufacturing cost is 0 01 per 1 minute of work of the oven 0 03 for starting the process Also there is a machine that packs buns into bags 4 buns per each bag Packing takes 0 5 minutes and costs 0 02 So baking 1 bun takes 15 minutes Baking 2 buns also takes 15 minutes Baking 3 or 4 buns takes 25 minutes Operations should be defined as follows 1 Baking work station type oven fixed time 5 minutes variable time 10 minutes fixed cost 0 08 0 03 0
41. ost 0 02 quantity 4 sequence 1 overlap yes 4 Import from CSV Here it is possible to import the list of work operations for items you produce in bulk CSV is a compact format for tabular data CSV file can be obtained by saving your Excel file as CSV Comma delimited csv When uploading the CSV file the program asks to select the names of the fields corresponding to the columns of your data and will then import the data in the appropriate fields of the database It is possible to import the following fields Item work station type work operation description fixed time variable time fixed cost variable cost quantity piece payment worker Important If you need to import the file that contains non Latin characters the file must be in UTF 8 preferred or Unicode encoding If you are using Excel to save the file select the Unicode Text txt option in the Save as type field Even though the extension of the file is TXT it can be imported as a CSV file In this case the limit is 1 000 lines per upload Since importing can be a question of trial and error we strongly suggest making a back up of your database before importing In that case if anything goes wrong it is always possible restore your previous session 43 For Worker Depending on user rights a worker can either see My production plan or work only in Internet kiosk mode My production plan The worker s individual work schedule can
42. pagate them to Xero click the same button again 2 Posting customer invoices from MRPEasy to Xero invoices a go to CRM Invoices b open some invoice c click on the button Add to Xero in the upper right corner This posts the invoice to Xero d If you make some changes in the invoice at MRPEasy and want to propagate them to Xero click the same button again Connect to QuickBooks To connect QuickBooks and MRPEasy please act as follows 1 Sign in into your MRPEasy account 2 Go to Settings Integration and click Connect to QuickBooks button 17 3 Authorize MRPEasy and select appropriate accounts Integration supports three operations 1 Posting purchase orders from MRPEasy to QuickBooks bills a go to Procurement b open some purchase order c click on the button Add to QuickBooks in the upper right corner This posts the purchase order to QuickBooks d If you make some changes in the purchase order at MRPEasy and want to propagate them to QuickBooks click the same button again 2 Posting customer invoices from MRPEasy to QuickBooks invoices a go to CRM Invoices b open some invoice c click on the button Add to QuickBooks in the upper right corner This posts the invoice to QuickBooks d If you make some changes in the invoice at MRPEasy and want to propagate them to QuickBooks click the same button again 3 Posting inventory from MRPEasy to QB a go to Stock b click on the
43. pany code If you do not have a company code you can obtain one at http www gs1 org After barcodes have been enabled and configured go to Stock Items Open the product for which you want to print barcodes and do the following 1 Click the button Print barcodes If the product has matrix BOM and parameters then this button is located in Variations section Otherwise this button is located in the upper right corner of the page 2 If barcodes are assigned manually enter the barcode value for the product Select a paper size and margins 15 4 Define a grid that is used to place barcodes at the page Enter the number of columns how many barcodes are printed per line and rows how many lines can be printed per page at maximum 5 Enterthe total number of barcodes to print 6 Click Print button and you will download a PDF file with barcodes Usability settings Set preferences for user interface Pages change Specify how pages change with motion or right away Block simultaneous data editing If several users try to edit the same data simultaneously they may overwrite each other s changes Blocking this solves the problem Additional currencies Define additional currencies and their exchange rates to the system s base currency Please note the system uses only one base currency to make the calculations The idea of different currencies is to display them on purchasing selling documents Purchase order PO or
44. re If the lock has been cancelled the original user will not be able to save his changes When you take a lock you must be sure that the other user really does not change the entry User actions Action log of the user User statistics View reports regarding the User You can select the reports from the dropdown menu This page can be accessed also via User s details Report Calendar This report shows the calendar month week or day of all production operations assigned to the user These are displayed in different colors Blue production operations that are currently running Yellow production operations that are currently paused Green operations that are scheduled for the future Purple operations that are completed Red hatching operations that are late To view more detailed information about the operation click on it Report Production operations This report shows a list of all manufacturing operations assigned to the user For each operation the following information is displayed 19 a The number of the production order b the status of the operation For the search you can select multiple statuses by pressing the Ctrl key on your keyboard and clicking on several statuses c the labor cost of this operation d the start time and duration of the operation If the operation has been completed you can see the real cost start and end times and duration of the operation If the operatio
45. riod for these data can be either manually selected from the calendar or picked from the options given The bookings can also be edited The report can be saved either as PDF or CSV Shipments This section contains a list of all shipments to your customers Ability to add new shipment Shipment details Here it is possible to edit an existing shipment The shipped items are written off from the stock after clicking on the Pick button and entering the quantity that has been sent to the customer If the items have serial numbers it is possible to enter them together with the quantity Waybill and picking list can be printed as PDF Transfer orders Enterprise functionality This section contains a list of all transfer orders between your stocks production sites Ability to add new transfer order Transfer order details Here it is possible to edit an existing transfer order The shipped items are written off from the stock after clicking on the Pick button and entering the quantity that has been sent to the customer If the items have serial numbers it is possible to enter them together with the quantity Waybill and picking list can be printed as PDF Inventory This section contains a list of all items that are stored in your stock It is possible to see the quantity of each Item on a particular date The report can be saved either as PDF or CSV When making a physical inventory stock levels for Items can be adjusted New q
46. s Customer order The report can be saved either as PDF or CSV Customers This section contains a list of your customers Customer details Here it is possible to add a new or edit an existing Customer and enter its contact information one or more contact persons notes the time for the next contact 48 The contact type field is a dropdown for phone fax skype e mail web address etc Each type of contact must be on its own line a new line can be added with the Add button The address entered here will be printed on invoices quotations and waybills Contact details can also be entered for Vendor s contact person These data will not be printed on any document Customer statistics Here it is possible to view reports regarding the Customer The reports can be selected from the dropdown menu This page can also be accessed under Customer s details Report Invoices This report shows the list of invoices quotations associated with this customer and the paid amount as a graph The period for these data can be either manually selected from the calendar or picked from the options given The invoices quotations can also be edited The report can be saved either as PDF or CSV Report Customer orders The report shows the list of customer orders associated with this customer and their total sum as a graph or a Gantt chart The period for these data can be either manually selected from the calendar or picked from
47. s can be selected from the dropdown menu This page can also be accessed under Customer s details Report Invoices The report shows the list of invoices quotations associated with this customer and the paid amount as a graph The period for these data can be either manually selected from the calendar or picked from the options given The invoices quotations can also be edited The report can be saved either as PDF or CSV Report Customer orders The report shows the list of customer orders associated with this customer and their total sum as a graph or a Gantt chart The period for these data can be either manually selected from the calendar or picked from the options given The invoices quotations can also be edited The report can be saved either as PDF or CSV Report Production orders This report shows the list of production orders associated with this customer The period for these data can be either manually selected from the calendar or picked from the options given The invoices quotations can also be edited The report can be saved either as PDF or CSV Report Parts This report shows the list of parts associated with this customer The period for these data can be either manually selected from the calendar or picked from the options given The invoices quotations can also be edited The report can be saved either as PDF or CSV 50 Invoices The section contains a list of all invoices quotations Invoi
48. se orders for parts and Production orders for products The lots can also be edited The report can be saved either as PDF or CSV Report Purchases This report shows the list of Purchase orders made for this Item and the purchase price per unit as a graph The period for these data can be either manually selected from the calendar or picked from the options given The Purchase orders can also be edited The report can be saved either as PDF or CSV Report Engagement This report shows the list of Products that have this Item as their part BOMs of these Products can also be edited Report Serial numbers This report shows the list of items of this Item that have serial numbers together with the source of each item The period for these data can be either manually selected from the calendar or picked from the options given The report can be saved either as PDF or CSV 30 Stock Lots This section contains a list of all stock lots that are either currently in stock or scheduled to arrive You can e view sort and filter the list e edit the existing lots e view details of the lots e add items to stock by creating new lots e change items storage locations Move stock item Here it is possible to change the location of stock items Choose a stock item The system will display all locations where this item is stored Choose one of them enter the quantity that should be moved enter the new location
49. shed the production click on the Finish production button If all parts have been consumed the system will mark the production order as Done Otherwise the system will offer two options e Consume all consume all allocated parts 44 e Release unused return allocated parts that have not been consumed to stock After that click again on the Finish production button For each item it is also possible to assign a unique serial number If serial numbers must also be taken into account for the parts then when specifying the serial number of the finished product you can select the items used and for each of them select the serial number from the stock lot of this particular part Internet kiosk The worker sees the list of production orders assigned to him including the following information e production order number e product name e remaining quantity e operation description e work station If you start a work operation click on Start button next to an operation If you stop a work operation but the operation is not yet finished e g you continue it tomorrow or it is done by a worker from another shift click on Pause button next to an operation You will be asked to enter a quantity how many items were completed If left empty the program automatically sets the amount as the order amount If you end a work operation click on Finish button next to an operation You will be asked to enter a quantity how many items w
50. stomer Order 51 52
51. the default display 38 Work stations A list of all work stations and summary statistics on all work stations Summary statistics on all work stations Report Calendar The report shows the calendar month week or day of all production operations that use all Work stations By clicking the Choose options icon it is possible to further customize the default display The colors belong to different work stations Report Execution The report shows the list of manufacturing operations in real time So it shows operations what are in production now or paused Work station details Work station is a machine that is used for a production operation e Number is a unique code for the work station e Name is the name of the work station e Type is the code and name of the group of similar work stations e Hourly rate is an optional number If it is given the software will take it in account when calculating the manufacturing cost If it is not given the cost of the operation should be entered in the routing e Productivity is the rate between the productivity of this particular work station and the first work station in the group If the productivity rate is 2 the time of fulfillment of a particular operation will be divided by 2 For the first work station in the group always set productivity to 1 Work Station statistics Possibility to view reports by Work Station The reports can be selected from the dropdown menu This
52. the options given The invoices quotations can also be edited The report can be saved either as PDF or CSV Report Production orders The report shows the list of production orders associated with this customer The period for these data can be either manually selected from the calendar or picked from the options given The invoices quotations can also be edited The report can be saved either as PDF or CSV Report Parts The report shows the list of parts associated with this customer The period for these data can be either manually selected from the calendar or picked from the options given The invoices quotations can also be edited The report can be saved either as PDF or CSV Today s contacts The section contains a list of all customers that should be contacted today or already in the past 49 Customer details Here it is possible to add anew or edit an existing Customer and enter its contact information one or more contact persons notes the time for the next contact The contact type field is a dropdown for phone fax Skype e mail web address etc Each type of contact must be on its own line a new line can be added with the Add button The address entered here will be printed on invoices quotations and waybills Contact details can also be entered for Vendor s contact person These data will not be printed on any document Customer statistics Possibility to view Customer reports The report
53. u can choose how many units of this part should be taken from each lot in the stock If the quantity of this item in the stock is not enough you can create a new purchase order or production order for it Then you will be able to allocate items from this lot 36 Modify operation data On this page you can update information about current manufacturing steps of this production order You can add workers and work stations to an operation change its time payment type and labor cost In order to reduce the operation time work stations must be added Adding an additional employee to a work station does not reduce the time of the manufacturing operation it only affects the work time of the employee Go to production This page contains the description of the production order If you have started to implement a production order click on the Start production button If you have consumed some allocated part click on the Consume button next to this part and enter the quantity of used parts If you have consumed some part that was not allocated click on the Add a part button and enter the used part and quantity If you start a work operation click on Start button next to an operation If you stop a work operation but the operation is not yet finished e g you continue it tomorrow or it is done by a worker from another shift click on Pause button next to an operation You will be asked to enter a quantity how many items were complet
54. u need to import the file that contains non Latin characters the file must be in UTF 8 preferred or Unicode encoding If you are using Excel to save the file select the Unicode Text txt option in the Save as type field Even though the extension of the file is TXT it can be imported as a CSV file In this case the limit is 1 000 lines per upload Since importing can be a question of trial and error we strongly suggest making a back up of your database before importing In that case if anything goes wrong it is always possible restore your previous session Routings The section contains a list of all routings Routing is a list of production operations in a correct order that are used to produce a finished product Each routing must be connected with one or several BOMs Routing details You can edit an existing routing Each operation consists of l sequence number m work station type a type of work station that performs this operation 41 o p q s t fixed time a time that is needed to start this operation this time does not depend on the quantity of finished products variable time additional time of each finished product fixed cost a cost of starting this operation that does not depend on the quantity of finished products variable cost additional cost of each finished product quantity a quantity of finished products that are produced simultaneously time payment if Yes then t
55. uantities can be entered and corrected by clicking either Save or Save all 32 Critical on hand This section contains a list of items whose quantity at stock is below their set critical quantity The critical quantity for each item can be set under its details in Stock gt Items The report can be saved either as PDF or CSV To account the item in critical on hand statement it must have a critical on hand amount set even O Each item in the statement has a shortcut icon for creating a purchase order PO or manufacturing order MO Write offs This section contains a list of all products and parts removed from stock Write off details Here it is possible to add a new or edit an existing write off When creating a new write off first choose a stock item The system will display all the existing locations where this item is stored Enter how many items should be written off and save the write off Stock settings Product groups This section contains a list of all product groups Product groups are used to group similar items Product group details Here it is possible to create a new or edit delete an existing product group Units of measurement This section contains a list of all units of measurements UoM Unit of measurement details Here it is possible to create a new or edit delete an existing unit of measurement Storage locations This section contains a list of all storage locations in your stock warehouse
56. ustry Tiered pricing This function allows creating custom pricelists and using them in customer orders and invoices After this function is enabled you should allow users to manage pricelists at Settings Human resources particular user details You can create pricelists at CRM Pricelists Each pricelist consists of a number name and a list of products with prices You can choose a particular pricelist for any customer in CRM Customers particular customer details Pricelist When you create a customer order or an invoice to this customer MRPEasy tries to use prices from this customer s pricelist If no price is defined in the pricelist default selling price from Stock Items particular item Selling price is used To change prices of a product in several pricelists at a time go to Stock Items particular item Under Selling price field there is a list of all pricelists that are defined in CRM Pricelists You can enter custom prices for any pricelist to add the product to the pricelist or leave some prices empty to delete the product from the pricelist Enterprise functions In this block you can toggle enterprise functions The options include e Multi stock and production sites e Barcodes Multi stock and production sites When this functionality is switched on in Settings appears section Production sites Stocks In this section you can add and manage multiple stocks and or production sites If you def
57. y name and email address associated with your account e upgrade pricing plan To degrade pricing plan is not possible at present for technical reasons Contact support for that e enter credit or debit card data for future payments e delete account Only first user can delete the account Database maintenance Under Settings gt Database maintenance it is possible to download all your data to have a copy of it on your computer It is advised to do it at least once a week It is also possible to upload your backup file to restore data from it Please note that your current database will then be erased and replaced with the data from the file Also all users will be signed out It is advised that you download a new backup file before you start to upload an older backup To empty the entire database go to Demo data gt Empty the database You also can delete there all orders MO CO PO and inventory only Browser security settings MRPEasy is an internet based software and works in browser Please check your browser privacy settings cookies JavaScript scripting and website data must be allowed at least Allow from Current Website Only Settings System Settings In this section you can customize how the application works Regional settings Select and customize how the information is displayed according to you local specifics Time zone Select a time zone you are in by continent and city e g Europe London
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