Order Management
This Order Management Module within SimpleManufacturing™ is a Fast, Easy, and Thorough way to ENTER AND MANAGE CUSTOMER ORDERS.
No matter the complexities of a customer’s order, the SimpleManufacturing™ Order Management module can handle the variation. Its flexible nature permits orders to be entered with minimal information. Yet, it has the features required for more complex manufacturing environments, such as build-to-print, build-to-spec, and make-to-order.
Having accurate, complete, and well-defined Orders improves customer satisfaction, shorter manufacturing times, and, ultimately, more profitability for your company.
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Summary of Features
Fast and Easy Method of Searching Orders
Each Order Supports:
Multiple Part Numbers
Multiple Quantity Options
Multiple Delivery Schedules and Quantity
Unlimited Files Linked To Orders
Each Line Item supports:
Specification Requirements
Quality Clause Declaration
Ship To Address
Single-Click Email of Order Acknowledgement
Electronic Signature
Order fulfillment and progress tracking
Creation of contract approval or review,
Item / Part Information
Viewing any Linked File, Specification, or Quality Clause
Order Selection
Searching existing Orders is quick and easy by using the filter options provided. The most common fields to search by are available in the search section:
Customer,
Customer or Internal Part Number,
Order Date Range,
Customer Purchase Order Number,
Order Status,
Sales Order ID, etc.
Order and Line Item Details
Our flexible approach to orders accommodates the most challenging manufacturing environment, such as Make-To-Order, but also allows for the most simplistic option identifying:
Customer,
What is ordered,
How many were ordered and
When needed.
In addition, a one-click process to:
View Line Item Part Information,
View Customer Info,
View Order Acknowledgement,
Create Contract Review for Functional Group Approval
Send out Contract Review requests, and
Email Customer Order Acknowledgment.
When the internal process dictates the ability to status orders – Pending, Approved, Canceled.
When utilized, a single click initiates a Contract Review, enabling the process of completing an electronic cross-functional review of the order to ensure the companies’ ability to execute the requirements outlined in the Customer’s Purchase Order.
Link Files to Each Order
Each order can Add Files and associate them to a specific line item in the order or the order in general.
The files linked can be identified by file type, such as a Drawing, Email, Note, Specification or Quality Clause, etc., and provide a brief Description of the linked file.
The intent is to have all files and communication about this order in one central repository. Behind the scenes, the system identifies the user who added the linked file and when the file was linked.
A simple double-click opens the file to view any linked file, eliminating the need to fumble through Network Directories looking for Important Files regarding an Order.
Order Status and Changes
The Order Status section of an order provides up-to-date information as the order progresses through the fulfillment process. Most Key Phases of Order Fulfillment are recorded behind the scenes.
Each recorded entry identifies the phase completed, who completed the phase, and when. This is very helpful when reviewing order status and where it presently is within the fulfillment process.
The Order Change section of an order tracks changes made to the order from the time of order entry through order closure. Each change recorded what changed, the “from” and “to,” the user making the change, and the timestamp of when the change was made.
Order Line Item Details
Order Line Item Details provide the most simplistic options for the product ordered and the more complex manufacturing orders.
Each line item includes a Ship to Address for cases when customers ask for line items shipped to different locations, facilities, divisions, etc. It also includes how to Ship each line item.
Other fields available identify that early shipment is allowed, the customer part number, the customer’s dock date requirement, the internal ship date requirement to meet such dock date requirement, and the taxable status of the line item.
When Customers schedule the product to be delivered over time, each line item can have multiple delivery schedules added, each identifying the quantity and dock date requirements provided by the customer.
For manufacturing companies that work in a job-shop manner, work orders can be created for each line item ordered and, when a delivery schedule is added, have work orders for each scheduled delivery requirement.
Line Item – Specification Requirements
All Customer Purchase Order requirements must be identified and added to any business system.
SimpleManufacturing™ order line item can identify Specifications in Customer Purchase Orders at the line-item level.
SimpleManufacturing™ manages customer and 3rd party Specifications through the Document Control module when utilized.
Line Item – Quality Clause(s) Declaration
It is not uncommon for customers to call out the quality clause requirements of each line on their purchase order. Some add the entire quality clause and just a reference number to the Quality Clauses from their Quality Clause Specification / Document.
Whatever the case, SimpleManufacturing™ can identify all quality clauses for each line item.
SimpleManufacturing™ can link to a Customer’s Quality Clause document in the Customer Management module. When utilized, a copy of the quality clause document is added to the Order File Links so it is readily accessible when the order is viewed.
Line Item – Internal and External Comments
Comments, both internal and external, can be added at the line-item level.
External Comments are displayed in the Order Acknowledgement Email sent to the customer.
Line Item – Foreign Pricing Option
When accepting Foreign Orders in Foreign Currency,
SimpleManufacturing™ allows entering the Foreign Price, Foreign Currency, and Exchange Rate when the Order is received.
Order Acknowledgement Example
An example of the Order Acknowledgement in a printable view is shown. The intent is to provide the Customer with an Acknowledgement of their order showing the organizations interpretation and understanding of the requirements within the Purchase Order.
This software supports Electronic signatures as displayed in this example.
Order Email Example
A single click produces the email on right, including the above order acknowledgment as a PDF attachment.
Call Now for a Free DEMO!
858-335-6421
