Getting Started

Jump to:

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

Quick start guide

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, users management, and database maintenance.
• Accounting - standard accounting module.

Jump to:

1. Getting a quick overview, starting testing.
2. Entering parts and products.
3. Planning and reporting production.
4. Material planning, procurement.
5. Fulfilling customer orders.

General usage flowchart:

How to get a quick overview and start testing

For a quick overview:

1. Play with the demo data.
2. Watch the demonstration videos.
3. Follow the Testing manual.

Once you are ready to start with your own data:

1. Empty the database from demo data in Settings -> Database maintenance section.
2. Add other users who will test the system in Settings -> Human resources.
3. Enter a simple test task. A simplified product with a few materials and operations will be perfect.
4. Read and apply the MRPEASY IMPLEMENTATION GUIDELINES.

How to enter your parts and products

The very first thing after initial testing 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.

Demo videos: 

• Setting up procured items.
• Setting up manufactured items.
• Make to Order Manufacturing, if you make bespoke products.

General steps:

1. Go to Stock -> Items, click the '+' button and create the items for the products and for the raw materials. 
2. For procured items, enter the Purchase Terms to define the vendor, cost, and lead time.
3. For manufactured items, enter a Bill of Materials (BOM) and a Routing.
4. Follow the step-by-step setup instructions for many different types of items. 

How to plan and report production

Demo videos: 

• Production Planning and Management.
• Make to Order Manufacturing.
• Real-time reporting by shop-floor workers.

Jump to:

• Make to order (MTO).
• Make to stock (MTS).
• Production reporting.

General steps for 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):

1. Go to the Production planning -> Manufacturing orders and click "+" to create a new MO.
2. Assign a Reorder Point (ROP) for each item and use the Stock -> Critical on-hand report to create MOs for items that are below their reorder point.
3. Create MOs from the Procurement -> Forecasting function.

General steps for make to order (MTO) manufacturing

In the make-to-order manufacturing mode, the basis of production planning is a sales order, i.e. a Customer Order in MRPeasy.

1. Go to CRM -> Customer Orders and click "+" to create a Customer Order (CO).
2. And save it.
3. Possibly estimate costs and delivery dates.
4. When you are ready to start production planning, you could:
   • Automatically generate one MO per 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.

Production reporting in "My production plan" or "Internet kiosk"

The workers who are assigned the production operations will see and be able to report these in:

• My production plan
• or, the Internet-kiosk.

To test production reporting:

1. Create a Manufacturing Order (MO) in the Production planning section.
2. In the Operations section of the MO, assign yourself as the worker of operations.
3. Go to My production plan and find the MO there.
4. Open it, and you will see the My production plan reporting view to report materials usage and operation's progress.

How to work with stock, material planning, and manage purchases

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

Demo videos:

• Inventory Management. 
• Purchasing Management.

Generally: 

1. Consider that MRPeasy distinguishes between:
   • Available vs booked (reserved for something) items,
   • and in-stock vs expected (coming in the future) items.
2. As Customer Orders are made, book (reserve) products for these.
   • Available products are booked, and demand is raised for missing products.
3. As Manufacturing Orders are created, book (reserve) materials for each Manufacturing Order.
   • By default, available parts are booked right away.
   • Demand is raised for missing parts.
   • Report usage of materials in real-time in the My production plan. Alternatively, materials are consumed from stock latest when an MO is marked finished.
   • When a Manufacturing Order is finished, products are counted into stock.
4. Create Purchase Orders to procure missing materials.
   • Define a "Reorder Point" for each item (even 0), which is the minimum acceptable available level below which the item should have a low stock alert.
   • Create POs from the shortage reports, the Procurement -> Critical on-hand or Requirements.
   • Manually at Procurement -> Purchase Orders by clicking '+'.
   • Automatically, from Customer Orders.
   • Report PO receipt, delivery of goods, putaway to storage locations.
5. When a shipment is picked, products are shipped, taken off stock.
6. The method of inventory management is stock lot tracking in MRPeasy.
   • Label your items with stock lot labels to keep track of batches.
   • Use the Inventory function to automatically generate stock adjustments. (E.g. to enter starting inventory.)
   • Create a write-off to manually write goods off stock.
   • Add a new stock lot, to manually increase inventory levels.
   • Enjoy detailed Stock Movement reports.

How to fulfill customer orders

The core document for tracking the sale from quotation to delivery is the Customer Order (CO), which can be created at CRM -> Customer Orders.

• If you make to stock, the CO is created after production planning (unless it's a backorder!).
• If you make to order, the CO is received before planning production. 

Demo videos:

• Sales Management.
• Make to Order Manufacturing.

Jump to:

1. Create a quote.
   • You can create a quick quotation without creating a Customer Order.
   • In case you create a Customer Order, you can use estimation functionalities, and track the sale and all documents in one place.
2. Create a customer order.
   • A CO is like a folder, which keeps all information in one place regarding one sale, and helps to track it from start to finish.
3. Estimate costs and delivery dates.
   • You can quickly estimate how much it will cost, including manufacturing costs.
   • But also, when you could deliver the earliest, considering the production schedule and material lead times. 
4. Send an invoice, an order confirmation, or some other document.
5. Book the products for the customer order.
   • 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).
6. Ship the products to the customer.

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

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.