The program is divided into eight main sections:
- CRM - sales and order management.
- Production planning - production planning and administration.
- Stock - inventory management
- Procurement - purchasing management.
- Dashboard - quick overview of main indicators.
- My production plan and Internet-kiosk - real-time reporting of manufacturing operations by the worker.
- Settings - your MRPeasy settings, account management, users management, and database maintenance.
- Accounting - standard accounting module.
- Demonstration videos.
- CRM FAQ.
- Production planning FAQ.
- Stock FAQ.
- Procurement FAQ.
- Production reporting FAQ.
- Settings FAQ.
MRPeasy is suitable for both make-to-stock and make-to-order production modes. General usage flowchart:
How to get a quick overview and start testing
- Watch the Demonstration videos.
- For best results, make sure to read and apply the MRPEASY IMPLEMENTATION GUIDELINES.
- Add users who will test the system in Settings -> Human resources.
- Play with the demo data.
- To start with your own data, first, empty the database from demo data in Settings -> Database maintenance section.
- Enter a simple test task. A simplified product with a few materials and operations will be perfect.
- Make sure to read our blog article regarding The minimalistic approach.
How to enter your parts and products
The very first thing is letting the software know what you are producing, how it's made, what it's made of, and who do you buy the materials from. You can do this in the Stock section.
- Go to Stock -> Items, click the '+' button and create the articles for the products and for the raw materials.
- Enter Purchase Terms for each raw material to define the cost and lead time.
- Enter a Bill of Materials (BOM) for the product.
- Enter a Routing for the product.
How to plan and report production
If you make to order, then you might want to read first about how to record sales orders before coming back to this section about production planning (see "How to fulfill customer orders" below).
If you make to stock, then before receiving an order from the customer, you have already planned your production, issued the Manufacturing Orders and built the products. This is done in the Production planning section.
- Go to the Production planning -> Manufacturing orders and click ‘+’ to create a new Manufacturing Order (MO).
- If materials are not available, then production will be planned to start so that materials arrive on time (according to material lead time).
- Go to My production plan, or try the Internet-kiosk which has a simplified user interface for live start-stop and material consumption reporting
- Alternatively, to finish the production without start-stop reporting, open the MO and click Finish production as planned, at the bottom of the page inside the MO.
- The product is available in Stock and the consumed materials are taken from stock.
How to work with stock, material planning, and manage purchases
Generally, no manual inventory transactions should be made in MRPeasy. Different people in different functions (e.g. sales, production, procurement) just do their daily tasks and report what they've done. As a result, the inventory transactions are automatically made.
- Read how to read the inventory numbers and how inventory is kept track of.
- As production is planned, materials are reserved for each Manufacturing Order.
- If there are not plenty of materials for production, then these items will have a negative Available quantity.
- The Min. stock indicator on the Dashboard, and also the Critical on-hand report within the Stock and Procurement sections, plus the Requirements report in the Procurement section will show the amount needed to re-fill min. stock levels.
- Raise Purchase Orders from the Critical on-hand or Requirements report.
- You can also raise Manufacturing Orders from the Stock section's Critical on-hand report in case of backordering.
- Receive ordered products by entering the Arrival date inside the purchase order.
- If materials are not booked for a Manufacturing Order and have become available, open the MO and click on Book all parts button.
- The Procurement -> Forecasts function allows to forecast material demand based on a sales forecast.
How to fulfill customer orders
In practice, some companies make to stock before the customer orders arrive, others only make to order.
General steps, if you receive a request for a quotation or an order, then:
- For compiling a Quotation,
first, estimate the lead time and costs if you do not have a standard price list,
then create the quotation PDF from the Invoices section within the CO.
- Click "Check stock and book items" button within the CO to check if the required products are in stock.
- Reserve these by clicking the "Book all items" button.
- If products are not in stock, then you have the following options:
a) create demand for these products - put them on backorder - by clicking the "Book all items" button.
Then you can schedule the Manufacturing Orders from Stock -> Critical on-hand page. The products from these Manufacturing Orders will be automatically connected to the respective Customer Orders.
b) create the manufacturing orders manually by clicking Book manually, and on the next page "Create a manufacturing order".
Then, you need to move back to the bookings page to connect the just planned lot (batch) of products to the Customer Order.
c) let the software automatically create Manufacturing Orders, and if you wish, also Purchase Orders.
You can do this by ticking the respective options and clicking "Book all items".
- From within the Customer Order, create and send the Invoice.
If you get stuck
- Click the "Quick help" Quick help button on the top right, which will show the documentation on the page you are on.
- Search the Help Centre for frequently asked questions.
- Open a Support Ticket in Settings -> Support.
Complete User Manual
The complete user manual can be found here:
A one-page version of the User Manual, which can be printed or saved as a PDF: