Getting Started

The program is divided into eight main sections:

Jump to:

Quick start guide

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

MRPeasy usage flowchart

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.

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: 

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.

How to plan and report production

Demo videos: 

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.

Create one Manufacturing Order (MO) for one Customer Order (CO):
  1. Create a CO and save.
  2. Click "Check stock and book items".
  3. Check the option "Create MOs for missing products"
  4. Click "Book all items".
Create one Manufacturing Order for several Customer Orders:
  1. Create CO and save.
  2. Click "Check stock and book items".
  3. Click "Book all items".
  4. Repeat steps 1-3 for all orders.
  5. Go to Stock -> Critical on hand, and create MOs for products, which are below their Reorder Point (it must be defined for the products, even 0).
  6. Now, you will see that the MOs are automatically connected to the COs.

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.

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:

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:

Generally: 

  1. As Customer Orders are made, book (reserve) products for these.
  2. As production is scheduled, available materials are booked for each Manufacturing Order.
  3. Create Purchase Orders for missing materials:
    - From shortage reports, the Procurement -> Critical on-hand or Requirements.
    - Manually at Procurement -> Purchase Orders by clicking '+'.

How to fulfill customer orders

In practice, some companies make to stock before the customer orders arrive, others only make to order.

Demo videos:

Order fulfillment workflow

For compiling a Quotation:
  1. Go to CRM -> Customer Orders, and click "+" to create a Customer Order (CO) to save the request for the quote.
  2. Estimate the lead time and costs if you do not have a standard price list.
  3. Then click "+" in the Invoices section of the CO, select document type "Quotation".
  4. Save and send the quotation PDF.
For sending an Invoice:
  1. Open the saved Customer Order.
  2. Then click "+" in the Invoices section of the CO, select document type "Invoice".
  3. Save and send the Invoice PDF.
For booking the products:
  1. Open the saved Customer Order.
  2. Click the "Check stock and book items" button to check if the required products are in stock:
  3. Reserve available or booked items by clicking the "Book all items" button.
  4. If products are neither available in stock nor expected, then:
    a) tick the options to automatically create Manufacturing Orders, and if you wish, also Purchase Orders, and click "Book all items".
    b) create demand for these products - put them on backorder -  by clicking the "Book all items" button. Then you can use the Stock -> Critical on-hand report to create MOs.
For shipping the products:
  1. Open the saved Customer Order.
  2. Click "+" in the Shipments section to plan a new shipment.
  3. Fill in the details and save.
  4. Print the waybill, picking list, packing list.
  5. Click "Pick" or "Pick all items" buttons to ship the products.
    This can also be done by the responsible stock worker at Stock -> Shipments.

Complete User Manual

The complete user manual can be found here:

/documentation

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

/documentation/one

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