MRPeasy Software Demonstration
End-to-end walk-through demonstrating a seamless workflow between sales, production planning and reporting, procurement, stock control, and order fulfillment operations.
- A quick walkthrough of the main functionality of MRPeasy.
- How to quickly and accurately generate a quote.
- How to process an order from quotation thru planning, manufacturing to delivery.
- How to see purchase requirements.
- How to report manufacturing in real-time.
- How to invoice and ship.
In this video, we will demonstrate how your company can work effectively with MRPeasy.
What is MRPeasy?
MRPeasy is a cloud-based, production planning software for small manufacturers.
It combines the core processes – sales, materials planning, production scheduling, shop floor reporting, inventory management and procurement – into one easy-to-use system.
Importantly, MRPeasy saves time on gathering information and planning, helps to provide accurate estimates of profitability and lead times and lowers inventory levels while preventing stock-outs.
In turn, the increased efficiency translates into greater profitability and growth of your company.
The software has four core sections:
1. The CRM section is for managing the sales side, where an order is tracked from quotation through invoicing and delivery.
2. There’s Production planning, where you can schedule operations and materials, see the visual production calendar and Gantt chats and use dynamic drag-and-drop rescheduling.
3. Then there’s Stock, for inventory control, stock movements, shipments, tracking of stock lots and serial numbers, and much more. All transactions done in other sections directly influence the stock.
4. The Procurement section, for managing purchases, allows you to see everything you need to purchase and raise pre-filled Purchase Orders with a single click.
Plus, there’s also the Dashboard, which gives an at-a-glance overview of the whole operation.
And also, the My production plan – if you were a worker, this would be the only section you would see – shows you your calendar and allows you to report with a single click.
Let’s imagine that we have a company that makes tables. Each table is made of 4 legs, a top and some varnish. It takes two operations to make one table: assembly and painting.
If we look into our stock, we see the four items: table legs, top, varnish and the table.
For the sake of simplicity, let’s imagine this is our first business day, and that we have no previous inventory and no orders.
Now, a customer walks in, asks for a quote and an estimated delivery time.
We know the vendors, lead times for parts, times for conducting operations and our hourly labor and manufacturing costs.
A question: In your company, how much time does it take for you to put together an accurate estimate based on your current schedule and materials availability? How accurate is it?
Let’s see how fast it is with MRPeasy.
Let’s click + to record the request: let’s say that customer Furniture World is asking for a quote for 100 tables.
Now, let’s have the software tell us the estimated delivery time, costs and a sales price based on our desired mark-up.
That took only 20 seconds! And only a couple of clicks!
Here we see the earliest availability date for the 100 tables and a detailed breakdown of the estimated costs.
Now let’s send the customer a quotation. To do this, let’s click + in the Invoices section and save. The document is, by default, a prefilled quotation.
You can download a PDF or have MRPeasy open your e-mail client with a pre-populated e-mail.
Now, imagine we got a call back and the order is placed.
What we must do is check whether we have the necessary items in stock, or if we must schedule production.
We see that we don’t have anything in stock, and nothing is expected to become available in the future.
We could raise demand for the products and manually create the manufacturing order.
Or, we could have the software generate manufacturing orders for products and even Purchase Orders for parts.
Let’s choose to have the software automatically create the manufacturing orders, but not the purchase orders. Later, we will be able to see how the purchaser can see demand for parts.
Now, let’s change hats for a second and look into the production schedule.
We see that the production for this customer’s order is scheduled to start next week.
Why? Clearly, we do not have any other jobs in the calendar; the workstations are vacant all the time. But the software knows that we do not have the parts. And it also knows the lead times of the parts, which it takes into account.
The schedule can also be viewed broken down to individual operations, as well as various Gantt charts.
Here, we can also manually create manufacturing orders. Let’s create a manual order for 100 tables.
We see that this order is scheduled after our previous order.
Now, we can drag-and-drop the orders to new times and MRPeasy will automatically check resources availability, consider constraints and schedule the order to where it can be done.
The same drag-and-drop functionality can also be used in the Gantt charts.
The production schedule is color-coded; for example, the red text means that not all materials are allocated. If you look into the order, you will see what you need.
But, how do you let the procurement know what parts you need? The answer is that you don’t need to tell them.
Again, let’s change hats. Now we’re the purchasing manager and need to order all the required parts and materials.
In your company, how would you know what needs ordering? Do you have a bunch of spreadsheets? Do you run a meeting?
In MRPeasy, let’s just open a report – we immediately see what we need to order and how much.
The Requirements report shows, line-by-line, how many parts are required by source of demand, when these are required and when is the last date the purchase must be placed.
The Critical on-hand report shows total demand for all parts, which are below safety stock levels, and need reordering.
Let’s click on the shopping cart to create the purchase order.
Automatically, the whole purchase order is pre-filled with vendor information, parts, quantities, prices and lead times. Plus, it scans the whole list of everything that must be ordered and will put all required items from the same vendor on the same purchase order.
It even considers the minimal purchase quantities and different pricing tiers.
Let’s send the purchase order via e-mail or print a PDF. And we’re done! How much time did it take us? None at all!
Here, we can also track the whole progress of the purchase order, and even report partial receipts.
For now, let’s skip the order tracking steps, move forward and say all goods are in by entering the arrival date.
Let’s also purchase the other required parts.
Briefly, let’s check what happens in our stock.
In MRPeasy, all stock quantities are automatically updated when employees perform their usual activities.
Looking at our parts, we can see that all are in stock, the required parts are booked, safety stock is available and none are expected to arrive in the future.
The situation is the opposite with our product, the table – nothing is in stock, but we’re expecting 200 tables, 100 of which are booked for our customer, and 100 of which will be freely available.
We have all parts in stock now, so we can make the tables. Again, let’s change hats back to production.
There are three ways to report:
1) A full desktop view, called “My production plan,” is for real-time reporting and viewing all details, including files such as drawings or images.
2) A view called the “Internet-kiosk” for tablets and smartphones for simplified real-time reporting.
3) And of course, it’s possible just to print out a paper traveler and mark the job finished when you get it back.
Now, we’ve finished production. All the parts are used and the products are in stock, as we can see from the stock screen.
Let’s move back to the sales manager’s domain – the CRM section.
We can see in the sales pipeline that this customer order has been automatically moved through all stages to currently being “Ready for shipment.”
We want to send an invoice and create our waybill and picking list and ship the items off stock.
Let’s open the order and in the Invoices section, let’s click + to create an invoice. Save, and then send.
Also, let’s plan a new shipment by hitting + in the Shipments section. We want to ship it today, and to this address.
Let’s print the waybill and the picking list.
The stock clerk can even use this screen as the picking list, and report when items are off the shelf.
Let’s report that we’ve picked the items.
To sum up, we’ve come a long way from quotation through scheduling and purchasing, through production and finally invoicing and shipping the items to the customer!
We’ve walked through at least five separate roles in a seamless workflow, where one role can very easily hand off its work to the next one.
We filled the typical tasks of the sales manager, the production manager, the purchasing manager, the worker and the stock manager. All in one system, with no spreadsheets, no calls or e-mails, no confusion.
How many different systems do you currently use for that? Wouldn’t be great to do this all in one place? That is exactly what MRPeasy is for! 😊
Now, I’m certain you do have some questions…please sign up for the free trial, and see our other videos to start looking for answers.
Keywords: make to order, make to stock, production planning, materials planning, purchasing, sales, stock control, live reporting, MRP system, manufacturing ERP