Usage Tips

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Transcript:

Hello and welcome to MRPeasy!

Let’s take a few minutes to look at simple tips that will help beginners get started and avoid common mistakes.

Let me show you how easy it is to find answers in MRPeasy.

Start with Quick Help or the Support tab, use the AI chatbot for instant answers, or submit a support ticket if needed.

You can also explore online resources and demo videos for more guidance

The Quick Help gives detailed information about the page you are on, explaining fields and actions.

The Support page brings all help materials together in one place.

MRPeasy’s AI chatbot gives instant answers about features, setup, and troubleshooting.

For more complex issues, you can submit a support ticket to reach our human support team.

Online resources include FAQs, a detailed User Manual, around 60 demo videos, and implementation guidelines.

As an extra service, MRPeasy offers training hours and advanced support.

Our partners in many countries provide full implementation services.

At the start of the implementation, we recommend using the demo datasets available on the Demo Data and Videos page.

You can easily move between different modules from the main page or through the upper menu bar. To go back to the previous page, use the Back button in the menu or your browser’s Back button.

To create an order, item, or other object, use the Create button on the page or click the plus sign in the table header.

For a quick jump to actions, use the Direct Access button.

Some pages include subtabs. For example, on the Purchase Orders page, you can switch between the Orders view and the Purchased Items view.

In MRPeasy, most information is displayed in data tables — and there are several simple ways to quickly find and organize the data you need.

You can sort tables by clicking on any column title. Click again to reverse the sorting order.

If you want to rearrange the layout, simply click, hold, and drag column titles into a new position.

Many tables also include a Choose columns button. This allows you to show additional fields or hide columns you don’t need. Your table layout is saved individually, so the system remembers your preferences the next time you log in.

To quickly locate specific information, use the table search and filtering tools. You can save frequently used searches and even define a default search that will be applied automatically whenever you open the table.

In drop-down filters, such as Status fields, you can select multiple options by holding the Ctrl key while clicking.

Filters also support advanced search operators:

Use an underscore to replace a single character.

Use a percent sign to replace multiple characters.

Use double “and” symbols to search words regardless of order.

Use double vertical bars to find records containing at least one of several words.

Finally, you can export your data in CSV or PDF format. If you apply filters before exporting, only the filtered data will be included in the export.

For long Manufacturing Orders, use the Page Navigation sidebar to quickly move between sections.

Use Tasks to create reminders for yourself or co-workers, attach files, and add notes for discussions. The Tasks button blinks when a new task is assigned or updated.

By default, your interface is set with the Start Page as your home screen, the Nordic color scheme, and English as the interface language.

If you want to personalize your workspace, you can easily change these preferences.

Go to Settings → System Settings → Usability Settings.

From there, you can:

Set the Dashboard as your homepage for quicker access to key information.

Choose a color scheme that suits your working style — Nordic, Tropical, or Dark for night shifts or low-light environments.

Adjusting these settings helps you create a workspace that feels comfortable and efficient for your daily work.

English is the official language of MRPeasy, but several other interface languages are available from login or home screen.

Before testing new functionalities or making significant changes to your processes, it is strongly recommended to create a backup of your database.

You can create and download a backup directly to your computer by going to Settings → Database Maintenance → Create Backup.

Backup files allow you to safely restore your data if changes to settings or processes need to be undone.

Taking a backup beforehand ensures you can experiment and test with confidence, knowing your data is protected.

You can archive old orders and items that are no longer active.

Archived items remain in the database and can be restored at any time by clicking Restore.

Bulk archiving is available under Settings → Database Maintenance → Archive, where you can archive data older than 6 months or more.

For testing or go-live, you can clear all data and start with an empty database. However, if you believe that all entered items, BOMs, and routings are correct, you can instead delete all orders and stock levels while keeping your base setup intact.

By using these tips, you can work more efficiently, maintain a clean database, and ensure your team has the right information at their fingertips.

Be sure to check our other videos for more tips and demonstrations on MRPeasy functionality.

Thanks for watching!