Getting Started

The program is divided into six 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 - real-time reporting of manufacturing operations by the worker.

MRPEasy is suitable for both make-to-stock and make-to-order production modes. General usage flowchart:

Usage Flowchart

How to get a quick overview and start testing

  1. Watch the three walkthrough videos in section Demo data and videos.
  2. For best results, make sure to read and apply the MRPEASY IMPLEMENTATION GUIDELINES.
  3. Add users who will test the system in Settings -> Human resources.
  4. Go through the TUTORIALS.
  5. Play with the demo data.
  6. To start with your own data, first, empty the database from demo data in Demo data and videos section.
  7. Enter a simple test task. A simplified product with a few materials and operations will be perfect.
  8. 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.

  1. Go to Stock -> Items, click '+' button and create the articles for the products and for the raw materials. 
  2. Enter Purchase Terms for each raw material to define the cost and lead time.
  3. Enter a Bill of Materials (BOM) for the product.
  4. Enter a Routing for the product. (If you've never defined a routing, read our recommended blog post about the "minimalistic" approach)

How to plan and report production

If you make to order, then you might want to read about how to record sales orders before 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.

  1. Go to the Production planning -> Manufacturing orders and click ‘+’ to create a new Manufacturing Order (MO).
  2. If materials are not available, then production will be planned to start so that materials arrive on time (according to material lead time).
  3. Go to My production plan for live start-stop and material consumption reporting. Or try the Internet-kiosk which has a simplified user interface. (For reporting by worker, see the TUTORIALS)
  4. 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.
  5. 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.

  1. Read how to read the inventory numbers and how inventory is kept track of.
  2. As production is planned, materials are reserved for each Manufacturing Order.
  3. If there are not plenty of materials for production, then these items will have a negative Available quantity.
  4. The Min. stock indicator on the Dashboard, and also the Critical on-hand report within the Stock and Procurement sections will show the amount needed to re-fill min. stock levels.
  5. Raise Purchase Orders from the Critical on-hand report. (You can also raise Manufacturing Orders from the Stock section's report)
  6. Receive ordered products by entering the Arrival date inside the purchase order.
  7. If materials are not booked for a Manufacturing Order and have become available, open the MO and click on To book all parts.
  8. 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.

If you receive a request for a quotation or an order, then:

  1. Go the CRM section and click ‘+’ to enter a Customer Order (CO).
  2. For compiling a Quotation, first, estimate the lead time and costs, then create the quotation PDF from the Invoices section within the CO.
  3. 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.
  4. If products are not in stock, then you have the following options:
    a) create demand for these products 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 Customer Order.
    b) create the manufacturing orders manually by clicking Book manually -> Create a manufacturing order. Then you need to move back to 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.
    (See the tutorials)
  5. From within the Customer Order, create and send the Invoice.
  6. Once the Customer order status is Ready for shipment, ship the products by creating a Shipment and then picking the products.
    (All waybills are also shown under Stock -> Shipments, where the stock clerk can also access them and report picking.)

If you get stuck

  1. Click the "Quick help" Quick help button on the top right, which will show the documentation on the page you are on.
  2. Search the Help Centre for frequently asked questions.
  3. Open a Support Ticket in Settings -> Support.

Complete User Manual

The complete user manual can be found here:

https://www.mrpeasy.com/documentation

A one-page version of the User Manual, which can be printed or saved as a PDF:

https://www.mrpeasy.com/documentation/one