Getting Started

Jump to:

• Need help?
• Quick start guide.
• Account and billing.
• Demonstration videos.
• Complete User Manual.

Quick start guide

Jump to:

1. Overview of MRPeasy.
2. Play with demo data.
3. Remove demo data and prepare a test task.
4. Enter parts and products.
5. Plan and report production.
6. Buy parts and materials.
7. Sell products.
8. Stock management.
9. Usage tips.

Overview of MRPeasy

MRPeasy is suitable for both make-to-stock and make-to-order production modes.

The program is divided into eight main sections:

• CRM - sales and order management.
• Production planning - production planning and management.
• 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, user management, and database maintenance.
• Accounting - standard accounting module.

General usage flowchart:

Play with demo data

1. Play with the demo data, which is already present in the system, to get a quick overview.
   • The demo company produces a simple product, a Wooden Table:
     • It is made of legs, top, and varnish. These are separate items with vendors, lead times, and prices.
     • It is produced in two steps - Assembly and Painting. These have duration, cost, and workstations, where these must be done.
   • Try to buy some parts with a Purchase Order.
   • Try to make some tables with a Manufacturing Order.
   • Try to sell some tables with a Customer Order.
   • You can clean up and re-upload fresh demo data in the Demo data and videos section.
2. Watch the demonstration videos.
3. Follow the Testing manual.

Prepare a test task

Once you are ready to start testing with your own data:

1. Empty the database from demo data, at Settings -> Database maintenance.
2. Add other users who will test the system, at Settings -> Human resources.
3. Enter a simple test task. 
   • A simplified product with a few materials and operations will be perfect.
     • Define the outcomes that you wish to accomplish with each test task.
   • Read and apply the MRPEASY IMPLEMENTATION GUIDELINES.
   • Follow the examples in the Testing manual.

Enter your parts and products

At Stock -> Items, you should enter your items in the following order:

1. The parts and materials you buy.
   • For procured items, add the Purchase Terms to define the vendor(s), cost, and lead time.
2. The products you make.
   • For manufactured items, add a Bill of Materials (BOM) and a Routing.

See also:

• Demo videos:
  • Setting up procured items.
  • Setting up manufactured items.
  • Bespoke Manufacturing, Engineer-To-Order (ETO), Configure-To-Order (CTO).
    
• User Manual: Item details.

Plan and report production

At Production planning -> Manufacturing orders, you can create new Manufacturing Orders (MO) for making the products.

• You can report the progress and usage of materials from stock by pressing Go to production inside the MO.
• Products are counted into stock once the MO is finished.
• You can add new users and give them rights either to My production plan or Internet-kiosk so your colleagues can log in and report production in real-time.

See also:

• Demo videos:
  • Production Planning and Management.
  • Real-time reporting by shop-floor workers.
• User Manual:
  • Scheduling a new manufacturing order.
  • Manufacturing Order details.

Make-to-stock (MTS) manufacturing

In the make-to-stock manufacturing mode, the manufacturing is planned before orders from customers arrive.

For making to stock, there are several ways of creating Manufacturing Orders (MOs):

• Add a new MO at Production planning -> Manufacturing orders.
• Assign a Reorder Point (ROP) for each item, even 0, and use the Stock -> Critical on-hand report to create MOs for items that are below their reorder point.
• Create MOs from the Procurement -> Forecasting function.

Make-to-order (MTO) manufacturing

In the make-to-order manufacturing mode, the basis of production planning is a sales order, a "Customer Order" (CO) in MRPeasy.

1. Add a new CO at CRM -> Customer Orders.
2. After saving it, you can estimate costs and delivery dates.
3. When you are ready to start planning production, you can:
   • Automatically generate one MO per one CO line.
   • Create one MO for several COs (i.e. the same product, different orders).
   • Manually create a Manufacturing Order (MO) and book it to the CO.

Buy parts and materials

At Procurement -> Purchase Orders, you can create Purchase Orders (PO) to order items from your vendors. 

Mark the PO as received to take the ordered items into stock. 

See also:

• Demo video: Purchasing Management.
• User manual: Purchase Order details. 

Low inventory alerts

There are two reports that show what needs to be ordered and which help to easily raise necessary Purchase Orders:

1. Procurement -> Requirements. 
   • A list of items missing in specific sales and manufacturing orders.
2. Procurement -> Critical on-hand. 
   • A list of items for which availability is below their Reorder point (ROP).

These reports are automatically generated based on the information from stock, customer orders, and manufacturing orders.

• If parts are missing for a MO, demand is raised for these automatically.
• If products are missing for a CO, demand is raised for these after you try to book them.

Sell products

At CRM -> Customer Orders, you can create new Customer Orders (CO) to enter new sales orders.

The CO is the core document for tracking the sale from quotation to delivery, including issuing of documents such as order confirmations, invoices, waybills, and also tracking payments.

• Create quotations, order confirmations, or invoices.
• Estimate costs and dates.
• Book products for the CO.
  • Booking means reserving some specific items for this order.
  • These items could be available in stock right now, or these items could still be planned (e.g. reserved from a future PO or MO).
  • If items are unavailable, this will result in demand being created for the products.
• Create a Shipment, a waybill, and pick the products to take them off stock.

See also:

• Demo videos:
  • Sales Management.
  • Bespoke Manufacturing, Engineer-To-Order (ETO), Configure-To-Order (CTO).
• User Manual: Customer Order details.

If you make to order, the process of handling the order could look like the one below.

Stock management

The Stock -> Items provides a detailed overview of your stock. It distinguishes between:

• In stock vs Expected (coming in the future) quantities.
• Available vs Booked (reserved for something) quantities.

Inventory transactions are automatically made when users in different roles (e.g. sales, production, procurement) report what they've done.

See also:

• Demo videos:
  • Inventory Management.
  • Setting up: Inventory levels.
• User manual:
  • Reading inventory numbers.
  • Starting inventory values.
  • Storage locations.
  • Booking and consumption of goods.

Basic principles of inventory management in MRPeasy

1. Before items can be used for something these must be booked first.
2. The method of inventory management is "stock lot tracking".
   • You could label your items with stock lot labels to keep track of batches.
   • Enjoy detailed Stock Movement reports.

Complete User Manual

The User Manual can be found here:

/documentation

A one-page online version of the User Manual:

/documentation/one

If you wish to have the complete User Manual in PDF format, then print a one-page version and choose the option Print as PDF.