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Note Management

SimpleManufacturing™ provides a FAST, EASY, and EFFECTIVE method for creating a Note, defining where it will be displayed, and when it will be displayed.

An effective method of communication within an organization is to display a note, reminder, observation, or details to the user at specific times and key areas within SimpleManufacturing™.

With SimpleManufacturing™, this communication is easy to create, easy to define, and is electronic, traceable, and unavoidable.

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858-335-6421

Summary of Features

Fast and Easy Method of Searching Notes

Quick Method of Creating

Easily add Conditions and Area of Display

Appear as Top Window to Ensure Visibility by Operator / User

Can be formatted using underline, font color, bolding, and varying font sizes

Track Changes and Edits

Single-Click operation to add

Multiple Conditions can be Defined

Multiple Display Areas can be Defined

All notes:

with matching Conditions are displayed in single window

show who added the note and last edited time stamp

Easy Search and Find Process

Searching existing Notes is quick and easy by using the filter options provided. The most common fields to search by are available in the search section like:

Customer,
Supplier,
Sales Order Number,
Work Order Number,
Invoice Number,
Quote Number,
Specification
Item / Part Number,
Material, etc.

Note Search and Filter
Note Definition and Details

Definition / Details

A note can be entered with formatting capabilities to draw attention to key words or phrases through the use of font color, bolding, FONT SIZE, underline, etc.

The note’s condition of displaying can be any combination of Customers, Part Numbers, Sales Order Numbers, Work Order Numbers, Invoice Number, Quote Numbers, Suppliers, and Specifications.

The areas within SimpleManufacturing™ where this note will be displayed must also be identified. Common scenarios include viewing a specific Sales Order, Work Order, Invoice, Inventory, Item / Part, Customer, Supplier, and Purchase Order.

Example of How it is Displayed

All Notes that match the condition and area will appear in the Note Summary window. This window will display in front of all other windows to ensure it is seen by the user.  The user must close the Note Summary window before the data of interest is shown.

Several examples of how notes are shown are provided.

Notes can be defined to appear in all areas within SimpleManufacturing, such as:

Sales Orders,
Work Orders,
Inventory,
Item / Part,
Purchase Orders,
Accounting,
Bill of Material,
Change Order,
Customers,
Suppliers,
Contract Review,
Customer Service,
Employee Time Clock,
Labor Management,
Quality Assurance,
Quotes,
and Tools

Note Example Details
Note When Viewing Invoice
Note When Viewing Sales Order

Call Now for a Free DEMO!

858-335-6421