Transcript Document

Del Mar Data Systems
Shop Management
Software
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Overview
Del Mar Data Systems shop
management software is an
affordable yet powerful solution
for the small to medium sized
shop. This demonstration
follows the same sequence a
job would follow, starting with
the quote and ending with
shipment and follow up.
Use the arrows at the bottom of
each screen to navigate from
screen to screen. Use the
to jump directly to a specific
section. To exit the
presentation, hit the ESC key.
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Quote the Job
The Quotation
screen is used to
prepare and print
the quote
Use the Materials
Requirements
Calculator and the
Quote Cost
Estimate screens to
help build up the
quote
Click here to
automatically turn a
quote into an order
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Quote the Job
The Materials
Requirement
Calculator helps
estimate material
costs.
Select material, enter
cost per pound, define
the part specifications
to calculate material
needed and estimated
material cost.
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Quote the Job
The Quote
Estimate
Worksheet
function is to
define the
processes and
calculate the
estimated costs
for each step
required to
manufacture the
part.
Enter a fixed
cost and the
estimated cost
per piece
Compute the
estimated cost for up
to 5 different quantities
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Quote the Job
The quote can
be printed,
emailed, or
faxed
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Take the Order
Order Entry is
used to enter,
ship, and
invoice an
order.
Basic order
header
information
Order line
items. Multiple
lines per order
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Separate ship
to and bill to
address.
Multiple ship
to’s per
customer
Lets you quick plan
the job & print a
traveler now!
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Schedule Deliveries
Each order line item can
have an unlimited number
of delivery dates.
Each schedule date can
have it’s own unique PO
number
Schedule multiple
delivery dates per order
line item
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Plan the Job
A Master Planning is
defined for each part.
Operation number, work
center, description,
setup, and runtime for
each step of the planning
is defined here.
The work center
operations
templates can be
used to quickly
create a master
planning for a
part
Once a master planning
is defined, a job can be
‘quick planned’ directly
from the Order Entry
screen.
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Plan the Job
The Work
Center Update
screen is used
to define each
work center in
the shop.
Each work center has specifications to describe a variety
of standard templates used to quickly plan jobs.
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Plan the Job
Revision History
screen allows
you to maintain
a complete part
revision history.
Keep track of
rev, date
revised, reason
for change, and
changed by.
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Plan the Job
The Schedule Jobs
screen uses the part
master planning to
schedule the job and
a print the shop
traveler.
Enter the due date
and the system will
schedule the job
based upon the
setup and run time of
each operations.
As operations are completed, they drop off the schedule. The
remaining operations can be rescheduled at any time by
adjusting the release quantity and due date, then recalculate
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Define non-work days in
the holiday schedule in
the Control File to
exclude those days from
the schedule
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Plan the Job
Example of a
printed traveler
Bar Code
technology is
used to track
job status and
capture labor
costs
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Purchasing
The Purchase Order
screen is used to create
purchase orders. A PO
can have multiple line
items. Items may be
purchased for a specific
job or for inventory.
Separate PO and Stock quantity
lets you purchase and stock in
different units of measure, such as
purchasing in lbs and stocking in
bars.
You can define a library of standard boilerplate notes to easil
drag and drop on to a PO
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Purchasing
Part Purchase History
Order screen provides a
purchase history listing,
in part number order.
Find a vendor, compare
vendor prices and
delivery performance .
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Purchasing
PO Inquiry by Vendor
screen provides a
purchase history
listing, in part number
order, for a specific
vendor.
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Purchasing
The PO Inventory
Receipt/Rejection
screen is used to
receive purchased
items into inventory.
This screen is also
used to reject
previously received
items. Rejection
automatically reopens
the PO.
Click here to receive all items on
the PO complete
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Job Tracking
The Open Job by
Due Date screen
provide a quick
glance of all open
jobs in due date
order.
Click here to drill down and view job
details.
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Job Tracking
The Work Center Load
screen provide a quick
glance of all open job
operations scheduled to
be run in a specific work
center, in due date order.
Displays the total hours scheduled in
the work center
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Job
Tracking
The Production
Schedule report
lists all open
jobs, remaining
operations with
schedule dates
work center,
hours, est.
completion dat
and day.
Quickly spot past due jobs
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Job
Tracking
The Capacity
Schedule reports
all open jobs by
work center This
report ‘spreads’ the
scheduled hours to
show where each
work center is over
or under scheduled.
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Job Tracking
The Schedule
Jobs screen is
also a job
tracking tool. As
operations are
completed, they
automatically
drop off the
screen.
Bar Code is not required to use our
software. Simply click DONE when op
is completed and it will drop off the
schedule
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Job Tracking
The Data Collection
screen is used by
employees to clock
into and out of job
operations.
Enter number of pieces completed
so the system knows when the
operation is complete
Employees can clock into multiple jobs
at the same time
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Job Tracking
The Employee / Job
Inquiry screen
displays all
employees currently
clocked in,
job/operation
currently being
worked, and the
date/time
job/operation was
started.
Shop foreman can review/adjust times
should an employee not clock out at
shift end
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Job Tracking
The Work Center Load
screen provide a quick
glance of all open job
operations scheduled to
be run in a specific
work center, sorted by
run date.
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Bar Code is not required to use our
software. Simply click DEL when op is
completed and it will drop off the
schedule
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Job Cost
There are 4 elements of job cost; Material, Labor,
Burden, and Outside Process.
Labor and burden costs are captured using the data
collection screen.
Material costs are charged when items are issued
from inventory.
Items purchased directly for a job and outside
processing costs are charged to the job through the
Purchasing and Accounts Payable modules.
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Job Cost
The Employee Update
screen is used to define an
employee number, labor
rate, and shift start and end
time. An employee badge
with bar code can be printed
for use with bar code
tracking. The labor rate is
used to calculate the labor
portion of job costs.
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In the utility section, you can set a limit to the number of
minutes an employee can clock in early or late. (default is 15
minutes). If the employee clocks in or out within the limit, the
time automatically adjusts to the shift start or end time
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Job Cost
Define the
burden rate of
the work center.
The burden rate
can be an
hourly rate, a
calculated
percentage of
the labor cost or
a combined
(labor + burden)
cost
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Job Cost
The Job Cost Update screen
can be used to manually
enter or adjust job costs
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Job Cost
The Job Cost
screen displays a
detailed
accounting of all
costs accumulated
against a job.
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Ship/Invoice
The Shipment Entry
screen is used by the
shipping department
to ship orders and
print a shipper
/packing slip.
No pricing is displayed on this screen and editing is limited to
freight, ship via, and quantity shipped. These functions can
also be performed on the Order Entry screen.
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Ship/Invoice
The ORDER
VIEW ALL
screen displays
a summary of
the status of all
line items on an
order
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Internet Follow up
This is a web based
screen which allows
you to post order
status and shipments
to the Internet. This
allows your customers
to follow up on the
status of their orders
anytime of the day or
night. Customer
access is restricted to
their orders only.
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Sample Reports
The Del Mar Shop Management
software includes a comprehensive
reporting system. All reports include a
selection screen similar to the example
seen here. All reports have the option
to be viewed to the screen prior to
printing. A viewed report can be
printed entirely, print a single page, or
a range of pages. Following is a small
sample of the many reports available.
Additionally, there is a report writer
which allows you to construct your own
reports. These reports can be printed
or exported to other applications such
as Microsoft Excel.
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In the above example, the user can select a range
of customers combined with a range of due dates
and select to sort or group the report by customer,
by due date, or by part number and choose to
include or exclude dollar amounts. This means
that this one report can be viewed in 6 variations..
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Del Mar Data Systems
Thank you for taking a tour of our shop management
software. Should you require additional information, visit the
website at:
www.windowareaccounting.net
Or write to:
Del Mar Data Systems
1442 Lincoln Ave
Suite 351
Orange, CA 92865
(714) 282 8639
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