Case Presentation Sales And Operations

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Sales and Operations Planning Implementation

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Case Presentation Sales And Operations

  1. 1. Facilitated by: Praveen Kotur Lead - Business Solutions
  2. 2. 'Metal Arts' Case Presentation - SOP and Business Operations Integration Introduction <ul><li>Started in May 2001 by Don and Jean Gray </li></ul><ul><li>Machining aluminum components for aircraft and test equipment manufacturers </li></ul><ul><li>Currently employs thirty people (26 machinists and 4 administrators) </li></ul><ul><li>2007 revenue $1,800,000 </li></ul>
  3. 3. 'Metal Arts' Case Presentation - SOP and Business Operations Integration Sales Order Processing <ul><li>Optional method for processing orders </li></ul><ul><li>Provides the ability to track inventory within the JobBOSS software </li></ul><ul><li>Smoothes production process </li></ul><ul><li>Increased Sales and Production data </li></ul><ul><li>Seamless integration with current JobBOSS configuration </li></ul><ul><li>Software Cost: $1,970 </li></ul>
  4. 4. 'Metal Arts' Case Presentation - SOP and Business Operations Integration Background <ul><li>Use of JobBOSS (shop management system) for administrative, tracking, and invoicing functions </li></ul><ul><li>Current system lacks real time information on order status and available capacity </li></ul><ul><li>Opportunities exist in improving production planning and inventory management </li></ul>
  5. 5. What will be covered? <ul><li>What is Sales Order Processing (SOP)? </li></ul><ul><li>What types of companies might utilize SOP? </li></ul><ul><li>How does SOP work and how is it integrated with Job Control? </li></ul><ul><li>What are the benefits? </li></ul><ul><li>Open discussion </li></ul>'Metal Arts' Case Presentation - SOP and Business Operations Integration
  6. 6. What is Sales Order Processing? <ul><li>SOP is an optional module that provides an alternative method for processing an order </li></ul><ul><li>SOP separates the customers’ order from the internal work order (Job) </li></ul><ul><li>SOP provides a better method of processing multiple line customer orders </li></ul><ul><li>SOP supports sales of parts that are made to order, picked from stock, or drop shipments </li></ul><ul><li>SOP supports orders for all types of material as well as repair work </li></ul><ul><li>SOP provides the Revenue, Cost and Profit data </li></ul>'Metal Arts' Case Presentation - SOP and Business Operations Integration
  7. 7. What types of companies utilize SOP? <ul><li>Companies that do custom manufacturing but have significant finished goods inventory (machine builders with replacement parts) </li></ul><ul><li>Companies that are mixed mode (some distribution, repair work) </li></ul><ul><li>Companies that make parts in a single production run for multiple shipments throughout the future </li></ul><ul><li>Companies that process large blanket orders where changes occur frequently (revision, quantities, delivery dates) </li></ul><ul><li>Companies that sell a standard part to multiple customers who order with their part number </li></ul><ul><li>Companies that give Customer discounts and/or volume price breaks (catalog) </li></ul>'Metal Arts' Case Presentation - SOP and Business Operations Integration
  8. 8. <ul><li>System Administration - Customer </li></ul>'Metal Arts' Case Presentation - SOP and Business Operations Integration . Setting up Options for SOP All discount rules are user defined in preferences
  9. 9. <ul><li>System Administration - Material </li></ul>'Metal Arts' Case Presentation - SOP and Business Operations Integration Setting up Options for SOP
  10. 10. <ul><li>System Administration - Material </li></ul>'Metal Arts' Case Presentation - SOP and Business Operations Integration . Setting up Options for SOP
  11. 11. 'Metal Arts' Case Presentation - SOP and Business Operations Integration . Complete the General Information Entering a Sales Order All detail line items inherit data from the general tab
  12. 12. 'Metal Arts' Case Presentation - SOP and Business Operations Integration . Add internal notes, attachments and comments Add notes for internal instructions for the shop. Add comments to print on the acknowledgement. Entering a Sales Order
  13. 13. 'Metal Arts' Case Presentation - SOP and Business Operations Integration . Entering a Sales Order
  14. 14. 'Metal Arts' Case Presentation - SOP and Business Operations Integration . Entering a Sales Order Each line item can have Additional charges
  15. 15. 'Metal Arts' Case Presentation - SOP and Business Operations Integration . Entering a Sales Order Sales Order Line items Effortlessly copy a previous line item
  16. 16. 'Metal Arts' Case Presentation - SOP and Business Operations Integration Sales Order Line items Entering a Sales Order Easy access to sales history
  17. 17. 'Metal Arts' Case Presentation - SOP and Business Operations Integration . Do you need to make or buy the item? Creates job with delivery due date Link Sales Order line item to an existing Job or PO Reviewing a Sales Order
  18. 18. 'Metal Arts' Case Presentation - SOP and Business Operations Integration . If you need to make the part? Reviewing a Sales Order
  19. 19. 'Metal Arts' Case Presentation - SOP and Business Operations Integration . If this part is already on order or in production? Reviewing a Sales Order The SO line item can be linked to a Job or PO
  20. 20. 'Metal Arts' Case Presentation - SOP and Business Operations Integration . Shopview provides easy access to the status of a sales order line item Check the status of a Sales Order
  21. 21. <ul><li>Make the parts and ship from WIP </li></ul><ul><li>Make the parts, transfer to FG Inventory, pick the parts and ship from stock </li></ul><ul><li>Ship the parts from stock </li></ul><ul><li>Purchase the parts and drop ship from the Vendor </li></ul>'Metal Arts' Case Presentation - SOP and Business Operations Integration . Shipping to the Customer
  22. 22. <ul><li>Print a Pick List and use the Pick Parts function </li></ul><ul><li>Optionally provide backorder information </li></ul>'Metal Arts' Case Presentation - SOP and Business Operations Integration . If the SO line item is linked to a Job this step is optional Pick the Parts
  23. 23. <ul><li>Ship the Order and Print the Packlist </li></ul>'Metal Arts' Case Presentation - SOP and Business Operations Integration . Ship to the Customer Invoices are created with references to the sales order
  24. 24. <ul><li>Create a Purchase Order to buy the parts from your vendor </li></ul>'Metal Arts' Case Presentation - SOP and Business Operations Integration . Purchase the parts
  25. 25. <ul><li>Open Sales Orders </li></ul><ul><li>Order Acknowledgement </li></ul><ul><li>Pick List </li></ul><ul><li>Sales Analysis </li></ul><ul><li>Material Control and Shipping Reports </li></ul>'Metal Arts' Case Presentation - SOP and Business Operations Integration Sales Order Processing Reports
  26. 26. <ul><li>Streamlines order entry process </li></ul><ul><ul><ul><li>Inherits information from the Sales Order header </li></ul></ul></ul><ul><ul><ul><li>Enter multiple line items each with their own delivery date and ship to address </li></ul></ul></ul><ul><ul><ul><li>Eliminates the creation of needless jobs </li></ul></ul></ul><ul><ul><li>Data at your finger tips </li></ul></ul><ul><ul><ul><li>Sales history </li></ul></ul></ul><ul><ul><ul><li>Production status, on order and on hand counts </li></ul></ul></ul><ul><ul><li>Completely integrated with Job Control </li></ul></ul><ul><ul><ul><li>Separates the delivery dates from the scheduling dates </li></ul></ul></ul><ul><ul><ul><li>More accurate costing (calculates cost per part </li></ul></ul></ul><ul><ul><ul><li>when job is closed) </li></ul></ul></ul>'Metal Arts' Case Presentation - SOP and Business Operations Integration Benefits of Sales Order Processing
  27. 27. 'Metal Arts' Case Presentation - SOP and Business Operations Integration SOP Operations Impact <ul><li>Global Production Scheduling </li></ul><ul><li>Purchasing Schedule </li></ul><ul><li>Production Visibility </li></ul><ul><li>Inventory Error Reduction </li></ul>
  28. 28. 'Metal Arts' Case Presentation - SOP and Business Operations Integration Assessment <ul><li>Aligning the system functionalities with the business operations. </li></ul><ul><li>Creating Master Ref Files </li></ul><ul><ul><li>Master customer of vendor files: Data migration </li></ul></ul><ul><ul><li>Master employee file: Role definition, employee wages for data correlation. </li></ul></ul><ul><li>Operations </li></ul><ul><ul><li>Creation of work centers : Machines grouping, Costing method implementation. </li></ul></ul><ul><ul><li>Material master file: Indexing of raw stock. </li></ul></ul>
  29. 29. <ul><li>What is Sales Order Processing (SOP) </li></ul><ul><li>Are you the right “fit” for SOP </li></ul><ul><li>How does SOP integrate with Job Control </li></ul><ul><li>Benefits of SOP </li></ul>'Metal Arts' Case Presentation - SOP and Business Operations Integration Review of what we covered
  30. 30. <ul><li>Questions and Discussion </li></ul>'Metal Arts' Case Presentation - SOP and Business Operations Integration Open Discussion

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