Business Management:

• Factory Management

• Client Management

• Vendor Management

• Day planner

• Business Reports and Statistics

• Document Management

Estimating:

• Create Product List

• Add Pricing Criteria

• Create Estimate

• Print Estimate Reports

Engineering:

• Layout Project for Production

• Modify Information Required for Production

Purchasing:

• Materials Setup

• Material Orders

• Material Allocation

• Purchas Order Account Link

• Material Checkout

• Material Receiving

• Inventory Control

• Vendor Optimization

• Materials Document management

Production:

• Scheduling

• Capacity Planning

• Project Progress Tracking

• Work Order Creation

• Reports and Labels

• Shop Setup and Layout

• Activity Station

• Production Control Center

• Ship and Install

• Employee Log-in and out Shift

• Employee Log-in and out Activity

• Sales Volume/Profitability – Total By Month - Displays the total sales report including profit values for each month over a specified period of time.

• Sales Volume/Profitability – Total By Product Type - Displays the total sales report including profit values for each Product Type over a specified period of time.

• Sales Volume/Profitability – Total By Sales Person - Displays the total sales report including profit values for each Sales Person over a specified period of time.

• Productivity – Total By Month - Productivity figures including gross value of goods produced and profit value of goods produced per hour broken out by month.

• Productivity – Total By Product Type - Productivity figures including gross value of goods produced and profit value of goods produced per hour broken out by Product Type.

• Productivity – Total By Sales Person - Productivity figures including gross value of goods produced and profit value of goods produced per hour broken out by Sales Person.

• Overdue Accounts – List of all outstanding invoices past the due date

• Upcoming appointments                  

• Employees out for appointments or vacation              

• Materials needed for upcoming projects      

• Projects that are falling behind      

• Customer Complaints requiring attention    

• Shop Floor communications requiring attention

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Client Management

Maintain lists of important contact details

• Phone/Fax Numbers

• Email Addresses and Web Sites

• Contact persons

Store detailed record of correspondence with each client and contact person

Create unlimited ship locations for each client

Detailed graphic including location maps

Associate and keep a record of all documents relating to each client

Track client related projects

View/modify project details

Financial – Record of all client related transactions

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Vendors address and contact information

Associate unlimited representative contacts to any vendor

Associate custom order template with each vendor

View and work with virtually any type of document anywhere on your local computer LAN or Internet from a single location

Scan in documents directly from Document Management

Most document types can be edited within the document management system.

Documents can be either left in their existing location a linked to or localized to a central directory for easy access and portability.

Documents can be sorted and listed by any of the following categories:

• Employees

• Clients

• Vendors

• Projects

• Materials

• Invoices

• Purchase Orders

Documents are accessible in either the primary document management application or from any list within the system i.e. Materials list, Project products list etc.

Basic document information is displayed when a document is selected

• Date association was made and by whom

• Any notes the user may have made when the document was associated.

• Printed                  

• Converted to PDF

• Emailed

• Faxed

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Create Products list

Add Pricing Criteria

Create Estimates

Print Estimate Reports

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Layout projects for production

Modify information required for production

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1. Materials Setup

2. Material Orders

3. Material Allocation

4. Purchase Order Accounting Link

5. Material Check Out

6. Material Receiving

7. Inventory Control

8. Vendor Optimization

• Vendor and detailed price information

• Sq. ft, lin. ft, unit or sheet cost and selling price

• Design charge cost – per item cost i.e. doors

• Percentage markup – cost to price factor

• Minimum area values – i.e. doors/drawer fronts

Create orders for any material

Add individual materials to order by:

• Basic list selection

• Quick select

Selecting a material will bring up a “touch screen friendly” order window preset to the selected material and the default supplier

Touch number pad order window

Statistical information for each quick select material

Last Inventory Count

Estimated current available based on processed projects

Actual current total based on last count minus actual checked out

Graphic for each material

Add materials to order from existing projects

Select from pre-calculated materials requirements for any processed project

Combine multiple projects materials requirements in a single order

The ordering system will automatically separate out materials by vendor from a single order list and automatically apply a default order template based on vendor Preferences

Automatic – overrideable PO number assignment

Individual materials in the order can be selected and assigned to a different vendor for a single order

When the order is recorded it moves into the “Pending Orders” area awaiting receipt

• Allocate materials from existing projects

• Select from pre-calculated materials requirements for any processed project

• Manually allocate materials from inventory

Transfer material ordering information to Quick Books accounting software

Create detailed records of all material used on a project with shop floor materials checkout ability

Keep track of what materials are used by which employee

Generate reports of actual materials checked out relative to materials allocation expectations

• Vendor

• Project

• Order Date

• Order PO

Enter quantity received and details of damaged or backordered items

Employee ID is recorded with each order receipt

Display detailed materials list based on specific material ID

Entry of actual material quantity counts with date stamp.

Storage location notes

Reminders And Reports Window

Stock below minimum levels - Printable below minimum stock reports

Project materials requiring ordering

• Price history

• Delivery Time History

• Backorder percentages

• Damage percentages

Graphical display of price and sales satisfaction levels for each vendor.  Add, Edit, or Delete vendor associations to any material.  Assign a primary vendor to any material

Scan documents into system

Associate documents with any materials

View associated documents

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1. Scheduling

2. Capacity Planning

3. Project Progress Tracking

4. Work Order Creation

5. Reports and Labels

6. Shop Setup and Layout

7. Activity Station

8. Production Control Center

9. Ship and Install

Timeline is selectable and when selected can display required start and stop dates.

• Expected completion based on current production rates

• Scheduled project appointments

• Scheduled Installation and Delivery dates

• Group notes

• Percentage completion – flag indicating whether the job is behind, on, or ahead of schedule

• Detailed list of scheduled entries for the group

• Projects worked on prioritized by urgency

• All appointments and entries specific to the selected day

Display and print a Timeline/Schedule for all pending and in production projects

View timeline from the perspective of the entire factory or of any Activity Station

Displays schedule for all project groups such as location, phase, price group, or release

Print schedules for any combination of selected time period and sets of groups

Workload optimization can allow the user to examine hypothetical situations based on:

• Using overtime and weekends at different levels

• Allowing station employee levels to be maximized

• Adding or subtracting employees

• Reassigning employees to stations other than their standard station

• Use project flex time – flexibility days

• Shop Cost

• Time – On time projects

An optimization rating will be assigned to evaluate the selected workload and optimization scheme.

The workload graph clearly shows the workload for each category of time on each day

Clicking on a day in the workload chart will give the following options:

• Detailed time breakdown

• Detailed time breakdown by station

• Print day station schedule – basic schedule outlining:

• Projects worked on

• Employees assigned

Once a suitable optimization has been achieved it can be:

• Saved for future reference

• Viewed

• Permanently assigned to the factory schedule – All project dates will adjusted and employees assigned

• Printed in report form

Possible upcoming projects can be temporarily plugged into the system to determine the best possible time slot

Calculation of the workload ability of the shop over user defined time period using the following factors:

• Bid and accepted projects

• User set production start dates and customer required delivery dates

• Internal calculated per station time values based on:

• Unit type information set in each item

• Time/unit constants initially set by user and over time updated through internal calculations

• Employee Station efficiency rates – system generated based on history.

• Employee time available in regular, time and 1/2, or double time

Unsecured bids can be added into the workload pool to create hypothetical situations for analysis.  The system can assign a time slot to an unsecured bid based on current workload.  Project start and stop dates can be modified for testing purposes.  Projects can be assigned flexibility days that can be used by the system to optimize the workload.  Full time regular employees are automatically included in the calculations.  Contract employees can be added to the employee pool.  Workload can be displayed either on a shop wide basis or on a per station basis.

• Estimate created – estimate may be viewed

• Estimate accepted – acceptance details displayed

• Order Acknowledged – Order Acknowledgement may be viewed

• Project Last Invoiced – Invoice may be viewed or opened

• Deposit Received – deposit details displayed

• Payment received – payment details displayed

• Contract Closed – Details and notes displayed

Project Statistical information displayed:

• Bid Total

• Estimated/Actual – Total Cost

• Estimated/Actual – Material Cost

• Estimated/Actual – Labor Cost

• Estimated/Actual – Time – Hours

• Percent complete to date

• Estimate Analysis – Generate a report outlining how the estimate compared to real time production of the project

• Accounting summary report – detailed history of all accounting transactions relating to the project

Basic project and customer information with access to detailed information.  Materials ordering history – display a detailed list of all materials and their ordering status.  Materials Estimate/Actual breakout – show the estimated versus the actual quantity usage and cost for each material used in the project.  Labor estimate/actual breakout – show the estimated versus the actual quantity required and cost for labor required in the project. Bonding/insurance – add, edit, or delete records of bonds or insurance taken out for the project

Project selection tree for all projects in production:

• Detailed per station breakdown of production status

• Estimated total time per station

• Actual station time to date

• Total production units for station

• Production units complete

• Percentage complete

• Estimated completion date based on current production rates

Work order creation is based on project releases

Each project is assigned a default release when the project is created for all items in the project

For larger projects the user can create additional releases

• Using the user designated or system assigned default route code each product and part is assigned to the applicable stations and production labor and cost estimates are generated

Standard Work Order:

Each work order is created based on a user assigned Route Code which describes which machine groups each part or product must pass through

Custom Work Orders:

• Sort and filter project items lists based on 35 different sort categories and up to 5 levels deep. This allows you to create reports, generate labels, or generate output files, for the exact group of items you require

• Save Custom work order template that allow you to duplicate a filtering process for any project in the future

Save work orders for future processing in combination with other project work orders

Edit any of the work order information for products or parts

Combine work orders from one or multiple projects to create work order groups for production

Record work order groups for processing through Micromanager Activity Stations

Create Reports for any type of information in a work order group. Reports may be created using Crystal reports. All Reports can access any of the properties of items or parts contained in the project database as well as calculated information based on user defined formulas

Create labels for any type of information in a project. Labels may include unique bar-coded ID, graphics, and any of the other types of information contained in the project database for each item

Machines can be setup and assigned to individual Activity Only stations.  An employee can be designated as the responsible station supervisor.  Station badges can be printed for each Activity Only station.  Multiple status types can be designated for each station. These status types will be used to describe the designation an item receives when it is scanned in the shop.  Label and report templates can be assigned for each station.  Acceptable employees can be designated for each station.  Ideal and maximum employees quantities can be designated for the station.  Work shifts can be created and assigned to each station.  Each shift contains a collection of breaks used to designate things like lunch break.  Machines can be created and setup.  Each machine belongs to a system designated machine group

Using user defined algorithms the system can determine which machine in a machine group is best suited for the processing of every part and product and the respective part or product will be automatically routed to the appropriate Activity station.  Route Codes can be created and setup.  Each system defined part and product type is tied to a default route code ID. The user can set up the route code details for both these default route code types or create custom route codes to be used by the parts library.

Unlimited Activity stations to represent each activity in the production process

Used for precise labor calculation for costing, statistical and project tracking purposes

Capture real time labor values per product or part per station.

Shop users can view lists of parts, doors, or drawer fronts for any product in a project by touching the screen

Designate up to three status types for each station such as “Complete”, “Incomplete”, “Damaged”

Enter project tracking feedback through user input via mouse, touch screen, or scanning device. Items may be selected individually or in groups

Allows shop user to attach or view notes or messages for any project item - product, door, drawer front, or part

View Project details for any product or part selected

Generate individual product or part labels to attach to units as they move through the production line

Print reports on items processed of any status type.

Unlimited Activity stations to represent each activity in the production process

Used for precise labor calculation for costing, statistical and project tracking purposes

Capture real time labor values per product or part per station.

Shop users can view lists of parts, doors, or drawer fronts for any product in a project by touching the screen

Designate up to three status types for each station such as “Complete”, “Incomplete”, “Damaged”

Enter project tracking feedback through user input via mouse, touch screen, or scanning device. Items may be selected individually or in groups

Allows shop user to attach or view notes or messages for any project item - product, door, drawer front, or part

View Project details for any product or part selected

Generate individual product or part labels to attach to units as they move through the production line

Print reports on items processed of any status type.

Project/group selection tree

Set installation and delivery dates

Installation and delivery statistics:

• Total units

• Weight

• Volume

• Estimated time to install

Installation and delivery statistics - units and cost broken out by group

Assign and schedule installers and ship dates

Generate Shipping bills of lading for individual shipments

Any employee in the facility can log onto the system by...

Scanning the following bar codes:

• Project – from either a preprinted list of codes or a project/group summary sheet that stays with the project through the shop

• Station – from station ID label attached to the machine in the station

• Employee – from employee badge worn by the employee

Selection from drop down menu

Keyboard capture function allows incoming input from either the keyboard or a scanner to be checked for relevance and acted on if required. This feature could also be used to log all activities of the shop workstation user and alerting office personnel if use is inappropriate.

When Time Clock screen is visible it always stays in the front of all other screens.

Time Clock is available at all levels of the software but can easily be minimized when not required.

Notes can be added to the record by the employee for each logon

Logins can be made for the employees shift or for individual activities.

Employee’s schedule can be viewed or printed.

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• Intel® processor 3.0 GHz or greater
• Microsoft® Windows® XP (Professional, Home Edition), Windows 2000
• AutoCAD 2002, 2004, 2005, 2006, 2007
• 2 GB RAM or greater
• 520 MB free disk space for installation
• 1280x1024 32-bit color video display adapter (true color)
• 128 MB or greater, OpenGL®-capable workstation class graphics card.
• Microsoft® Internet Explorer 6.0
• High Speed Internet Connection
• CD-ROM drive