Transcript Overview (PPT) - icubeinfo.com

iCube Information Int’l
Management System Software Developer
Workflows – WMS – Services - Manufacturing
Headquarters in Silicon Valley USA
Branches in US, China, India
www.icubeinfo.com
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Endless solutions to SMBs that involve Inventory
Service center
Service contracting
Mobile scan
Mobile scan
Product release
Self service
Capacity planning
Depot repair
RMA
Services
3PL
Mobile tran
Warehouse plus
Mobile scan
Sub-contracting
Field service
RTV
Starship link
Production quote
WMS
Shop floor control
Material planning
eVoucher
Item master
Work order / eWO
Customer portal
Vendor portal
BOM / eBOM
Manufacturing
Shipment control
Mobile sales
Delivery control
ePO/ePR
eSO
Workflows
Sage ERPs
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iCube Supply1st
• Intelligent workflows to define works, streamline processes &
deliver consistency
• Sales related workflows
eSO, Mobile Sales, Customer Portal, PO2SO, CRM LInk
Shipment Control, Delivery Control
• Purchase related workflows
ePO / ePR, Receipt Control, Vendor Portal
• Others
Payable
– eVoucher
Manufacturing – iCube Manufacturing
Services
– iCube Customer1st
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Features
• Set rules of who, when, what, how etc. to ensure consistency
• Attach docs to works w/ auto archive and instant view
• List orders w/ priority, communication, notes, time /user
stamps, status available resources to ease works
• Restrict user access to customers/items/vendors to secure data
• Track revisions w/ order details, attachments, when, whom,
reasons to ensure traceability
• Run on mobile PDAs, computers, on premises, on the cloud to
fit work requirements
• Install on one or more application and database servers to
provide scalable performance and capacity
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Sales workflow
•
•
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•
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•
Enter SOs
Route SOs for sales & credit approval
Reject SOs to change & resubmit
Approve SOs to release for shipment
Pick -> ship -> invoice
Load to lorry -> deliver -> customer’s
acceptance -> invoice
eSO
Shipping Control
Delivery Control
Create,
Edit
Revision
history
Sales
approve
Credit
approve
Sage
OE
Release,
Allocate
Pick,
Pack
Load,
Deliver
Ship,
Invoice
Signoff,
Invoice
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Mobile Sales : Scan/touch,
ck order -> invoice/receipt
1. Select customer
2. Enter sales items
3. Ship / invoice
receive payments
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ck to order and ship
Mobile sales : Touch
1. Select customer
2. Option to auto valid credit
balance & past due payment
1. Enter order (optional shipment)
2. Direct post to ERP or
to eSO for approval
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ck Control
Shipment
1. Gen pick ticket w/ only
released items
2. Optional to scan/touch to
pick items
1. Select SOs to ship & allow
multi-SOs in one shipment
for same customer
2. Scan/enter tracking no.
3. Optional invoicing
1. Review shipment requirement & priority
2. Check inventory (local, branches), PO ETDs
3. Allocate, plan and release shipment
- release allocated orders
- revise unreleased SO ETDs -> notify customers
- gen drop-ship POs to branches / vendors
- gen shortage requierment to POs to replenish
Invoice (allow additional
misc. charges)
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Delivery Controlck
& Mobile Delivery
1. Select orders to load
2. Assign route, lorry & driver
1. Generate and email Invoice,
2. Reconcile inventory in lorry
1. Load shipping items to lorry
2. Gen delivery ticket, packing slip
Customer signs,
Auto ship order
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Select customer in route
1. Change order if need
2. Deliver
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Customerck
integration
• Customers enter SOs using
- Sage CRM
- Customer Portal
- B2B web-store
• - EDI POs -> SOs
• Auto route SOs for approval
• Auto order acknowledgment
with revised ETDs, status
CRM
Link
Create,
Edit
SO
Revision
history
Sales
approve
Customer
Portal
B2B / B2C
EDI /
Web service
Credit
approve
SO
Sage
OE
Release,
Allocate
SO
Pick,
Pack
Load,
Deliver
Ship,
Invoice
Signoff,
Invoice
ETD, ship/t data, doc
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Purchasei workflow
Process PRs and POs from start to end
Route new/revised PRs for approval
Convert approved PRs to POs
Route converted / new / revised /
imported POs for approval
• Import vendor manifest -> receiving
ticket with bar code for receiving
•
•
•
•
Create,
Edit PR
Revision
history
Approve
PR
PR -> PO
Create,
Edit PO
PO
Approve
Sage
PO
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Vendor Integration
Create,
Edit PR
Revision
history
PR -> PO
Retrieve PO
PO
Approve
PR
Vendor
Portal
Create,
Edit PO
Status
PO
Approve
Sage
PO
Revise PO ETD
Enter manifest
Attach invoice
• Vendors retrieve POs
• Revise PO ETDs that
update SO ETDs
• Enter ship’g manifest
that generate auto PO
receipts
• Attach Invoice to auto
create AP voucher for
approval to generate
invoice entry
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Inter-department workflows
Create,
Edit
Revision
history
Sales
approve
Credit
approve
Create,
Edit PR
Revision
history
Convert SO shortage to POs
Approve
PR
Sage
OE
PR -> PO
Revised PO ETD updates
- SO ETD to customers
- Material planning
Release,
Allocate
Pick,
Pack
Load,
Deliver
Ship,
Invoice
Signoff,
Invoice
Create,
Edit PO
PO
Approve
Sage
PO
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AP workflow
• Vendors post invoices in vPortal
• Accountants enter voucher entries
and attach AP invoice
• Vouchers are routed for approval
• Rejected vouchers returned to
accountant for correction
• Approved vouchers create AP
invoice entries in Sage ERP
Enter
IV/CM
Edit
Revision
history
Approve
Sage AP Invoice
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End-to-end integration cuts redundancy
Master Sch.
Master Prod.
Sch.
Customer
Portal
(B2B/B2C)
SO
Mobile Sales
mrp /capc’y
Planning
SO
WO
Enter SO
SO -> PO
*
Sales
approval
PO2SO
EDI /
Web service
Approve
Produce
Credit
approval
Release, plan
shipm’t
pick
Shortage
to PO /WO
PO ETA,
PO receipts
Enter PO /
convert PR
RFQ,
PO
Vendor
Portal
Approve
PO
quote
status
PO ETA
Revise
PO ETA
Approve
PO ETA
pack
ship
*
SO -> PO
POs
SO -> WO
SO
Revised SO
Shipment notice
Enter WO
PO Receipt
Enter
voucher
Approve
voucher
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Invoices.
docs
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Warehouse Management
• A warehousing system to manage inventory and logistics
• A scalable solution from scanning to featured warehouses
• Level 1: Mobile scan, Mobile tran
• Level 2: Warehouse Plus
• Level 3: 3PL
• A complement to Sage SMBs to make
• processes agile
• transactions mobile
• warehouses versatile
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Manufacturing system solutions
• Discrete and process manufacturing systems to plan, execute
and improve production
• Configurable workflows fit specific manufacturing requirements
and specification
• Control per rules, track defects and causes, analysis
performance with corrective actions
- Item Master - Bill-of-material - Work order
- Material planning - Capacity planning
- Production scheduling - Shop floor control - Mobile scan
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Service system solutions
• Manage services from start to end, in-house/offsite/contracting
• help-desk, customer / vendor returns, repair, credit, upgrades, service sales
request -> approve -> subcontract
-> dispatch -> field service
-> replace -> pick -> ship
-> receive
-> receive -> repair, replace -> pick -> ship
-> credit
• Track parts, labors & service time; defects, causes & resolution
• Analysis defects, measure quality, generate corrective actions
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Enlighten SMBs
Making
works mobile, processes agile,
businesses versatile
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