Background

Your company may be coming from a background with largely manual process, little integration and tracking, and little IT experience.

Thus, a phased path forward may be necessary, ultimately aiming at a single unified platform for the entire business, with gains to efficiency and ROI achieved strategically at each milestone apace along the way. The below represent recommended milestones across three phases to implement Cetec ERP at your small job shop.

Milestones & Process

Data Setup

• Define Parts / BOMS

• Model Work Locations / Labor Path

Represent Supply Of Material

• Purchasing, receiving, putaway into bin locations to model your inventory and stock levels

Represent Demand (Work Orders)

• Work order entry (custom builds) with NO BOMs

  • Use the “Make To Order” How To document

  -Ignore anything BOM related

• Print traveler with finished product and tech comments describing build

  • Use this How-To for “Print Traveler” for reference

Relieve Inventory

• RELIEVING INVENTORY: TWO METHODS

  • Option #1 - Manual inventory adjustment

    • Production to receive work order traveler paper, look at finished product and tech comments info, and with existing (in their brain) knowledge:

      • look up raw material needed in “list by bin” report, find bin location with material

      • perform manual inventory adjustment with order number indicated on traveler as inv adjust reason code and comments

  • Option #2 - Log material to specific job

    • Production to receive work order traveler paper, look at finished product and tech comments info, and:

      • look up work order in Cetec ERP system

    • go to “BOM Mgmt” screen and input material needed for job

    • go to “Pick Parts” screen and “pick” how much qty material you are pulling for the job

    • Inventory to adjust automatically upon shipping/invoicing the work order

Invoicing & Shipping

• Invoice/ship, or just close out order status

Accounting

• Integrated real time financials & accounting processes