CB Production
| A robust manufacturing / inventory / production control system that tracks your jobs from first contact to final invoice. Jobs offer a BOM, Task scheduling, job costing and more. Detailed reports menu offers many production and scheduling reports. The system exports invoices and purchase orders to AccountEdge accounting software. Sold completely unlocked to allow customization to fit your special needs.This full featured system includes tracking for: |
|
|
|||||||||
Contacts
The Contacts area shows information about not only your customers, vendors and prospects but your employees as well. For your customers, you can store bill to, ship to and additional contact information. You can also view the contact log, to-do items, email the contact or view documents related to the contact. A transaction history is also available from this screen.
Inventory Control
The Inventory Control area shows details, adjustments and counts. It also includes a button to connect with your QuickBooks accounting software. View selling and buying details, a bill of materials, estimated labor costs, supply and demand, usage history and bar lengths relative to each part you have. Convenient buttons allow you to duplicate your item and create an order or job from this screen.
Mfg Quote Worksheet
The Quote Worksheet area allows creation of quotes for jobs. Enter or calculate quote details, a bill of materials and labor and service costs. View documents related to the quote, RFQ’s and even track the status of the quote from this screen.
Order Entry
The Order Entry area allows you to create and track customer orders, with the ability to monitor back orders and create jobs to build units on order. Ship partial or full orders, and track document approvals with 4 status levels on special orders. Process credit card payments for advance deposits on the order.
Jobs
This area allows the user to both open and closed job information. It includes information such as a bill of materials, job or repair notes, estimated and actual labor and production. You can also view documents related to this job. Job purchases and job costing is also available here.
Scheduling
The Scheduling area shows a weekly schedule of of all job tasks underway. It allows users to see how many hours have been worked in each department and how many overtime hours have been accrued. The job schedule lets you see what tasks are required for specific jobs. Tasks can also be viewed by department.
Shipping
The Shipping area allows you to enter the details of a shipment and also track it. Open and closed shipments are available to view. Employees can print a packing slip or invoice or even email an invoice from this screen.
Purchasing
The Purchasing area allows you to keep track of both purchasing and receiving. Users can view items ordered by vendor name. This area also allows viewing of the purchasing/receiving information for closed jobs.
Accounting
Throughout the system, users will have the option to post and update specific information with QuickBooks or MYOB accounting software. At the accounting screen, users can additionally batch post customers and vendors, batch post transactions or archive transactions.
Settings
The Settings area is where you can customize this program to your specific company. Include address information, a signature, and a logo that will appear on emails and printed invoices and reports. Set up linking information with your QuickBooks accounting software. Include default information for items such as hourly job cost rate, sales tax, etc. The quote templates area allows you to further customize your defaults for quotes.
Reports
The Reports area is where all of your information comes together in easy to read formats. View such items as a customer, vendor, or employee list, a to-do list, an inventory list, count sheets, a job list, a master schedule and other detailed schedules, purchasing information and much more!
Inventory Counts & Adjustments
The Inventory Counts allows multiple users to enter physical counts, with one administrator reviewing and posting the adjustments to inventory. You can also enter a single or multi-part inventory adjustment as needed.
Parts Quotes
The Parts Quote area allows you to enter quotes for all inventory items without the manufacturing worksheet. You can print and/or email the quote to customers, and turn a quote into an order with the click of a button.
Return Authorizations & Warranty
The Returns area allows you to issue RA’s against customer orders and issue credit memos that will effectively return items to stock. Print or email the RA to your customers. A Warranty area allows you to issue and track warranty returns, create jobs to take corrective action, and then reship.
Engineering Projects
The Engineering Projects area gives you a way to enter and track customer special requests and special builds. Store related documents and indicate when the project was received, who it was assigned to and when it was completed.
Engineering Change Orders
The Engineering Change Orders (ECO) area allows you to enter and track product drawing changes and which parts are affected by the change. The ECO records automatically display on the inventory record keeping it current.
Quality Control
The Quality area of the program provides a Corrective Action Request form to enter company wide incidents. Describe the problem and action required, tracking when it was received, assigned and completed.
Campaigns
The Campaign area helps your marketing team track sales campaign projects with a task list, notes and related documents. Track when to schedule tasks and who to assign them to, including an area for additional contacts related to the project. Setup to-do’s and reminders, and send emails to the campaign project team with updates.
