Entering Parts and Products

Entering the master data, setting up the parts and products in MRPeasy.

  • How to define parts and products.
  • How to define vendor Purchase Terms and unit conversions.
  • How to define Bills of Materials (BOM) and Routings.
  • How to define multi-level Bills of Materials.
  • How to import data from spreadsheets.
  • How to define workstation groups and workstations.

User Manual: Production Planning Section

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Transcript:

In this video, we will show you how to set up MRPeasy.

We will demonstrate how to enter your parts and products, purchase terms of your parts, bills of materials and routings of your products, import data and enable additional functions and manage users.

We will enter a product “wooden table,” which is made of four legs, one tabletop and half a liter of varnish.

It takes two operations to make one table – these are assembly and painting, for which we have 3 woodworks stations and one painting station.

First, let’s create our parts and materials.

Let’s go to the “Stock” section and add a new item for the “table leg.”

We will create a new product group called “Parts”.

We will define our unit of measure – “pieces.”

The safety stock level is 40 pieces.

We will mark this as a procured item and set a default storage location for it. And hit save.

Now, we will define the purchase terms. First, let’s add a vendor, “Wood Inc.” We can also predefine a default lead time for this vendor and other properties. Now, for the table legs, let’s enter the price of one piece and a minimum order quantity.

We will add another purchase term for a discount price when a larger quantity is bought.

The “table leg” is set up. Let’s set up the item for the “table top.”

We will copy the “table leg” item and only change these attributes, which are different.

Lastly, we will create the item for “varnish.”

We will define a new unit of measurement – “liters.”

We purchase varnish in bottles of 5 liters. We will set up the purchase terms so we can send our vendor a Purchase Order in units of bottles, and these will automatically convert to liters in our stock management.

Before we continue to enter our products, we will define our manufacturing resources. In MRPeasy, we call these “workstations.”

We will go to the “Production planning” section and “Workstation groups“ tab and define our two groups.

We have a Woodworks area with 3 stations, each with a default hourly rate of $150.

And we have a Paint Room group with 1 station, with an hourly rate of $120.

Now we are ready to enter our product, it’s a bill of materials and routing.

We create a new item in the Stock section.

Let’s create a new product group – “Products.“

After saving the item, we can add a bill of materials and a routing.

Let’s create the bill of materials and define what each table is made of – four legs, one top and half a liter of varnish.

And now, let’s add a routing.

The goal of the routing is primarily to provide grounds for scheduling of the capacity of our workstations.

Each line of the routing represents one production stage at one stop – a machine or a work area – with an estimated time that it takes at that stop, the costs and default workers.

The assembly operation is performed at one of the workstations from the “Woodworks” workstation group. It takes 30 minutes to prepare for production and then it takes 2 minutes per each table.

The painting operation is performed at a “Paint room” workstation, which takes 5 minutes per station.

Now our product is properly defined.

If you have a multi-level product structure, setting this up is simply a matter of defining the sub-assemblies as separate items with their own bill of materials and then including them in the product’s bill of materials.

For a simplistic example, let’s say that we sell a package of 2 tables. For that, let’s create an item. In its bill of materials, we will add two tables, and that’s all.

In the routing, we define the packing operation. And we are done.

It is also possible to import your data into MRPeasy.

We can import items at the “Stock – Items” section.

Let’s use the sample file from the User Manual.

Since our file has headers, we will mark this selection. All columns in the import file must match the correct data type in MRPeasy.

There’s a detailed description available for each selection in the user manual.

We have imported the list of items, stock quantities, the cost of this item and one vendor for our parts.

Next, we will import the bill of materials and routings.

We will do this from the “Production planning” section. Again, we will use the sample files from the User Manual and then match appropriate fields.

We see that we imported two bills of materials successfully.

Let’s import the routings.

And we have successfully imported two routings at once.

In addition, it is possible to bulk import vendors, purchase terms, customers and other types of data from spreadsheets.

MRPeasy Professional and Enterprise plans have additional functionality that can be enabled in the settings.

You can manage the users that access your account anytime in the “Human resources” tab of the “Settings” section.

It’s possible to define in great detail the specific access permissions of each user to make sure that everyone has appropriate permissions.

If you are on the free trial, you can freely add new users, so please feel free to add your co-workers.

If you have already subscribed, then you can add users yourself, and the software will automatically bill you accordingly.

Thanks for watching!

Keywords: products, parts, articles, SKU, purchase terms, bill of materials, BOM, routing, production operation