Sales – See how you can link your Customers and Products via ERP
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In this 30-minute session, you will learn: 1) 3 major components of the ERP Sales Order system. 2) Overview of Pricing, discounts and terms. 3) Associated sales order documents.
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Sales – See how you can link your Customers and Products via ERP
- 1. ERP 101 Session 10 Sales - Linking your Customers and Products with ERP David Bush Senior Manufacturing Consultant, Rootstock Software
- 3. The ERP 101 Webinar Series Date Topic Aug 2, 2016 An Introduction to ERP for Manufacturing Aug 16, 2016 Engineering – Learn how to create Part Master Records and Bills of Material Aug 30, 2016 Engineering – Learn how Change Orders and/or Revisions ensures that ERP system data is accurate and up-to-date Oct 11, 2016 Shop Floor – Explore how ERP is used to create and maintain Work Centers, Routings and Procedures Nov 1, 2016 Shop Floor – See how scheduling the Shop Floor through ERP controls Labor and Machines Nov 29, 2016 Procurement – Link your Vendors and Purchased Parts via ERP Dec 13, 2016 MRP – Step through an overview of this vital ERP subset Jan 24, 2017 Work Orders – Manufacturing’s Starting Point Feb 14, 2017 Inventory – Maintaining Accurate and Reliable Data Mar 21, 2017 Sales – Linking your Customers and Products with ERP Apr 25, 2017 Project Control – A Vital ERP Tool for Many Manufacturers TBA Manufacturing Accounting – An overview using weighted cost
- 4. Meet Our Speaker David Bush Senior Manufacturing Consultant, Rootstock Software • 30+ years of manufacturing and MRP/ERP systems experience • Previously at General Microcircuits, Consona Corporation, Relevant Business Systems, Inc.
- 5. A Quick Recap • What we have covered in our first 9 episodes: – Built parts, subassemblies and finished product using Engineering and Bills of Material – Shop Floor Routings define how an item is manufactured – Purchasing brings raw material and assemblies into stores – MRP – balances supplies and demands – Work Orders creating both supplies and demands – Inventory controls material to be used to satisfy various system demands Today we look at a another vital facet of ERP/MRP systems, sales order management
- 6. What Makes Up the Sales Order Management Segment of ERP? • Customers • Products • Orders • Sales People • Supporting Records ₋ Reason Codes ₋ Price Books ₋ Customer Classes ₋ FOB/Freight/Carrier Codes Each segment contains valuable information used throughout the ERP system. Let’s look at some details
- 7. Customer Details • Customer Number identifies a specific customer or organization that purchases your products • Customer Name is linked to the customer number, along with detailed information including: ₋ Currency this customer uses ₋ Their order history ₋ Customer addresses ₋ Bill-to address (1 per site) ₋ Ship-to addresses (multiple per site) ₋ Contact Information including names, email/phone, role, etc. ₋ Customer Class, used for discounts, reporting, assignments • Accounting Data ₋ Open Invoices ₋ Credit limits ₋ Payment history Let’s move on to Product Details
- 8. Product Type Details • Standard Products Defined in Engineering ₋ Typically have no or few options ₋ A single part number identifies the item being purchased • Configured Products ₋ Start with base item (standard product) ₋ Various options chosen that define a unique item • Engineered to Order Items ₋ May be based on standard product, but engineered to specific customer requirements ₋ Design phase and testing often included with order ₋ Commonly used by government contractors, building contractors, etc. • Service Items ₋ Typically time and material contracts ₋ May be for repair and maintenance or initial installation ₋ May be engineering only, no real ‘product’ to sell Let’s take a closer look at the Product Master Record
- 9. Product Master Record Information • Provides Product Details used for Sales Orders, Accounting, Reporting • Basic Information is held on the record header: – Product Group (similar to cc, providing default information for this item) – Product Type (stock, configured, engineered, service, etc) – Default Sales Price (if more complicated pricing structure not used) • Additional Information held on this Record – Order quantity rules – Lead Times for packaging, shipping, etc. – Inventory details including ship-from division and location, UOM – Product Attributes including weight, dimensions Products and Customers come together on the Sales Order Object
- 10. Sales Order Details • Matches Customers with Products They Wish to Purchase • Provides MRP with Specific Demands (parts/dates) • Vehicle for Required Paperwork – BOL – Packing Slip – Invoice • May include blanket orders, configured or engineered items, standard products, service items • Pricing Detail, including discounts and currency This customer’s salesperson also included… let’s look at some detail
- 11. Salesperson Details • Documents percentage for commissions and determines when commissions are paid • May be linked to specific customers/regions/products • Includes contact information including address, telephone, email, etc. • Often used for reporting sales data Next we will examine how all these details come together in Rooststock, starting with the Customer Master
- 12. Rootstock Customer Master Let’s look at some of the tab information
- 13. Customer Master Shipping Tab “Customer Addresses” tab is next
- 14. Customer Master Address tab Now we’ll review the Rootstock Product Master Object
- 15. Product Master Header Let’s take a closer look at some of the tab information
- 16. Product Master Order Qty Tab Shipping and other information is held on the Inventory tab
- 17. Product Master Inventory Tab Now We Will Look at the Sales Order Itself
- 18. Sales Order Header Object Let’s Review the Line Items Section
- 19. Sales Order Line Items
- 20. What have we covered today? • Sales Order management controls several vital aspects of the ERP system: – Customers – Products – Sales Orders • Customer Orders provide most of the ‘demand’ used by the MRP engine • Invoicing and Accounts Receivable naturally follow order entry to complete the manufacturing circle
- 21. Where Do We Go From Here? • We have now covered the basics of: – Manufacturing, from creating parts and bills of material to purchasing material – Creating demand for items via sales orders – Building sub and final assemblies using routings and shop floor scheduling – Using the basic planning tool used by all ERP systems – Material Requirements Planning • In our April 25 webinar we’ll discuss Project Control: – What IS Project Control? – Planning, maintaining and costing by project – When should project control be used, when not? Now let’s go back to our moderator, David Cosgrove…..
- 23. The ERP 101 Webinar Series Date Topic Aug 2, 2016 An Introduction to ERP for Manufacturing Aug 16, 2016 Engineering – Learn how to create Part Master Records and Bills of Material Aug 30, 2016 Engineering – Learn how Change Orders and/or Revisions ensures that ERP system data is accurate and up-to-date Oct 11, 2016 Shop Floor – Explore how ERP is used to create and maintain Work Centers, Routings and Procedures Nov 1, 2016 Shop Floor – See how scheduling the Shop Floor through ERP controls Labor and Machines Nov 29, 2016 Procurement – Link your Vendors and Purchased Parts via ERP Dec 13, 2016 MRP – Step through an overview of this vital ERP subset Jan 24, 2017 Work Orders – Manufacturing’s Starting Point Feb 14, 2017 Inventory - Maintaining Accurate and Reliable Data Mar 21, 2017 Sales - Linking your Customers and Products with ERP Apr 25, 2017 Project Control… A Vital ERP Tool for Many Manufacturers TBA Manufacturing Accounting – An overview using weighted cost
Editor's Notes
- INTRO SCRIPT: Good Morning everyone, and welcome to today's webinar sponsored by Rootstock Software Our last topic was “Inventory - Maintaining Accurate and Reliable Data.” This is the tenth webinar in our ERP101 webinar series. Our topic today is “Sales - Linking your Customers and Products with ERP.” Moving on to some housekeeping. Before we get started, I’d like to go over a few items so you know how to participate in today’s event. We've taken a screen shot of an example of the Attendee interface. You should see something that looks like this on your own computer desktop in the upper-right corner. You’re listening-in using your computer's speaker system by default. If you prefer to join over the phone, just select “Telephone” in the Audio pane and the dial-in information will be displayed. All attendees will be on mute throughout the presentation. You’ll have the opportunity to submit text questions to today’s presenter by typing your questions into the Questions pane of the control panel. You may send in your questions at any time during the presentation; we will collect these and address them during the Q&A session at the end of today’s presentation.
- Now we’ll take a look at our upcoming schedule. Today we will be covering “Sales - Linking your Customers and Products with ERP”. The next webinar in the ERP 101 Webinar Series by Rootstock Software is scheduled for April 25, 2017 and will cover the topic “Project Control– A Vital ERP Tool for Many Manufacturers.” Future webinar dates are to be announced. I encourage you to follow Rootstock Software on LinkedIn, Twitter, Facebook, Google Plus and more for the latest and most important information about Cloud ERP. Follow Rootstock Software on social media!
- ABOUT PRESENTER : I would now like to introduce our Presenter, David Bush, Senior Manufacturing Consultant at Rootstock Software. David Bush has 30+ years of manufacturing and MRP/ERP systems experience. David was previously at General Microcircuits, Consona Corporation, and Relevant Business Systems. David will now introduce us to our ERP 101 webinar “Sales - Linking your Customers and Products with ERP”. Hi David…
- I need to add dialog under this screen shot that will require a mouse-click to view.. ‘This very high level view of the Sales Order Management segment of an ERP system illustrates the complexities involved and how ERP helps manage all aspects of a business.’
- Q&A SCRIPT: Thank you David, that was impressive! Before we go to your questions, just a quick reminder this webinar will be posted on our website at www.rootstock.com. And of course after the webinar if you have any further inquiries, please email us at marketing@rootstock.com. We’ll now answer questions submitted during today’s presentation as well as take any new questions – And just a reminder, you can still submit questions through the Questions pane in your attendee control panel. Our first question today is….. 1. Could you explain again the difference between engineered to order items and configured items? 2. How are Service Items created? 3. Does the MRP engine 'see' engineered to order products that have no standard bill of material?
- Before we end today’s webinar, I’d like to present a brief look ahead at the upcoming topics in our ERP 101 Webinar series. The next webinar in the ERP 101 Webinar Series by Rootstock Software is scheduled for April 25, 2017 and will cover the topic “Project Control… A Vital ERP Tool for Many Manufacturers.” Future webinar dates are to be announced. I encourage you to follow Rootstock Software on LinkedIn, Twitter, Facebook, Google Plus and more for the latest and most important information about Cloud ERP. Follow Rootstock Software on social media! Thank you for joining us today. We look forward to seeing you at our next webinar. Today’s webinar is now over.