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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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1. Retail or Bulk? a. If retail use 1 to 1 ratio b. If bulk use facto of 1 Table & notes – Please see scan in photo gallery Example: Starting order #: 14,400 items – Each box was 1800 – take each box of 1800 and measure out quantities of 100, also need color of what is being done, need order number, did a sample of a known quantity (say 1, 10, 25, etc.), once sample was known weight of 1, they could measure out rough quantities of whatever amount would fit in a bag (smaller sub count 100 or 1,000). Then they would bag of the smaller counts and store them. They could also ship them out or have a known product quantity on hand. I see two different parts or challenges: (Either way I might need to go by any of the measurements.) 1. How do I get thing in qty or weight/measurement or both? How do I want to show that (qty, W/M, or both)? 2. Once I have it and know what I have, how does the customer want to buy it? (qty, W/M, or both) Questions: 1. What are you standard UM values: - Could be anything: o D = 10 o M = 1000 (mil) o EA = 1 o C = 100 (cien) (guessing… Latin based) o CW = 100/weight o LB = pound o PC 1 (piece) 2. How do you handle back orders? Are they important? - Stays open until closed - Version numbering on back orders - Same invoice number with an extension on it 3. What is the flow… starting from the customer saying “I need this… & that” - Get an order via phone/fax/email/PO o On PO o With request date o With request quantity/cost/& details o Their part number or reference - Create an order with their info and PO info o With the confirmed ship/delivery date and pricing - Send a confirmation (customer side) - Packing ticket (internal side) o Internal order to process - Warehouse gets the ticket o Our part, desc, expected date, qty, weight, loc or bin #, how many in stock, cust part #, extended, possible different expected dates, total weight, notes, order # & customer PO #, no cost & prices, all other details o On order and PO need a line item note that is required - If you need to order, do some shopping o How much o How do they come packed o Where and when (availability) (they may need to come in from out of state) 4. What is the process when you have stock (something) and then customer wants it, but needs it waxed, painted, coated, etc.? How do you track part numbers and quantities? (raw goods and outside service/labor = new items) - Work in progress – build and hold – build and sell – or build and build - Possible different types of transitional invoices o Paint ticket o Bagging ticket o Plating ticket o Etc. o (May need a history as to what it was…) 5. If things are coming and going, how do you track where it is and at what time? How do you track what orders are for whom? - Bin locations – all under WIP, limbo state 6. If we allow conversions (qty/lbs, lbs/qty, qty/length, length/qty, qty/case, case/qty, etc.) - Which value do you show? o System needs to help with the conversions and then step away and let the user enter their own numbers or help with the rounding. - What do you want to see? o On PO’s o On Quotes o On invoices o On inventory counts o On financials o On recipes 7. What is the time frame from order, processing (possible labor and out sourcing) packaging, and delivery? - 24 hours to a week - Some longer than a week – depends on order and availability - Some jobs have a hot shot or rush fee 8. If you were to simplify the process, what would you do differently? - Better communication between parties 9. Where are the current bottle-necks, problems, and disconnects? - Vendor doesn’t have it - Right info/paperwork - Order process/build getting the pieces and letting the others know their status (front of house to back of house) 10. What is the most labor intensive part of the process? - Putting everything together - Reordering 11. How accurate are we trying to be? Right on, ball part, what? Scary tight? 12. What would make the operations side work smoother? Don’t even worry about the accounting side of things. - Record all of the pieces at once o I want this to become, this, and sorted and bagged like this – ready… go! o Artificial intelligence – where are we going o Life cycle or path 13. What pieces are tradition and what pieces are necessary to get the job done? 14. What things do you like in your old system? - Very simple – single screen – short cuts with keyboard – unchanging interface 15. What things do you dislike or hate in your old system? - Single window – unable to print – unable to back-up or change modes - Dot matrix – triplicate forms – old system – no way to change current work flow – server issues 16. How can we build the road so that it doesn’t have the gaps? What is the dream or ideal? - Tell the system the desired outcome or story at the beginning. I started as this, I then want this and that, eventually I will be this… start to finish processing with a monitor or virtual history built-in. 17. What about cross reference and different part numbers? - This needs to be by each customer and also by vendor. Tech – Current Parts Table (as of 7/28/09) & Playing around with tables & possible values: (Please see scan in photo gallery) Weight Measurement Tables (Please see scan in photo gallery) Items that are sold in different quantities – Table (Please see scan in photo gallery) Same item can have - Multi vendors - Quantity price breaks |