Getting Started

The program is divided into eight main sections:

Jump to:

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

MRPeasy usage flowchart

How to get a quick overview and start testing

  1. Watch the Demonstration videos.
  2. Follow the Testing manual.
  3. For best results, make sure to read and apply the MRPEASY IMPLEMENTATION GUIDELINES.
  4. Add users who will test the system in Settings -> Human resources.
  5. Play with the demo data.
  6. To start with your own data, first, empty the database from demo data in Settings -> Database maintenance section.
  7. Enter a simple test task. A simplified product with a few materials and operations will be perfect. Follow the examples in the Testing manual.
  8. Make sure to read our blog article regarding The minimalistic approach.

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.

See the Entering Parts and Products video, and Make to Order Manufacturing video.

General steps:

  1. Go to Stock -> Items, click the '+' button and create the articles for the products and for the raw materials. 
  2. For procured items, set the reorder point value, and Purchase Terms to define the cost and lead time.
  3. Enter a Bill of Materials (BOM) and a Routing for the products.

See also:

  1. How to set up an item?
  2. How to add a manufactured item?
  3. How to add a procured item?
  4. How to set up kits?
  5. How to add a product with parameters (Matrix BOM)?
  6. How to set up products that are ordered from subcontractors?
  7. How to copy an existing item?
  8. Stock FAQ.

How to plan and report production

See the Production Planning and Management videoMake to Order Manufacturing video, and Shop-Floor Reporting video.

See also: 

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.

There are several ways how production could be planned based on Customer Orders:

  1. Automatically generate the Manufacturing Order (MO) from the Customer Order (CO):
    1. Click "Check stock and book items".
    2. check the option "Create MOs for missing products"
    3. Click "Book all items".
  2. Raise the demand for products from the CO, and create a summary MO from the Critical on-hand report to fulfill several CO from one MO:
    1. Click "Check stock and book items".
    2. Click "Book all items".
    3. Go to Stock -> Critical on hand, and create MOs for products, which are below their Reorder Point (it must be defined, even 0).
  3. Manually create the MO from the CO:
    1. Click "Check stock and book items".
    2. On the product line, click "Book manually".
    3. On the "Add a booking" screen click "Create a manufacturing order".
    4. Create the MO and take note of the target lot.
    5. Click "Back" and in the "Add a booking" screen enter the quantity to book from the target lot of MO.

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 this mode, 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 in the item details page 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

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.

See the Inventory Management videoPurchasing Management video, Sales Management, and Production Planning video.

Generally: 

  1. Read how to read the inventory numbers and how inventory is kept track of.
  2. As production is planned, materials are booked (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. Items which are below their reorder point value, are seen in:
    - the "Items below reorder point" indicator on the Dashboard,
    - the Stock -> Critical on-hand report shows manufactured and procured items
    - the Procurement -> Critical on hand shows only procured items.
  5. The Procurement-> Requirements report will show all demand in detail, where items have not been booked, and which, therefore, need reordering.
  6. Raise Purchase Orders from the Critical on-hand or Requirements report. This way all ordered items are automatically booked to where these were demanded.
  7. You can also raise Manufacturing Orders from the Stock -> Critical on-hand report in case of back-ordering.
  8. Receive ordered products by entering the Arrival date, or a purchase invoice, inside the purchase order.
  9. If materials are not booked for a Manufacturing Order and have become available, open the MO and click on Book all parts button.
  10. The Procurement -> Forecasts function allows to forecast material demand based on a sales forecast.

See also: Procurement FAQ.

How to fulfill customer orders

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

See the Sales Management video, and Make to Order Manufacturing video.

Order fulfillment workflow

General steps, if you receive a request for a quotation or an order, then:

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. Create, or open the existing 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. Create, or open the existing Customer Order.
  2. Click the "Check stock and book items" button to check if the required products are in stock:
  3. If the products are available in stock or expected, reserve these by clicking the "Book all items" button.
  4. If products are neither available in stock nor expected, then:
    a) create demand for these products - put them on backorder -  by clicking the "Book all items" button.
    Then you can schedule the Manufacturing Orders from Stock -> Critical on-hand page, if the reorder point level is set for the products. The products from these Manufacturing Orders will be automatically connected to the respective Customer Orders.

    b) create the manufacturing orders manually, e.g. by clicking "Book manually", and on the next page "Create a manufacturing order".
    Then, move back to the 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".

For shipping the products:

  1. Open the Customer Order.
  2. Then click "+" in the Shipments section of the CO, to plan a new shipment.
  3. Once products, address, date, and other details for shipment are selected, save.
  4. If you wish, download the waybills, picking lists, and packing lists.
  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.

See also: CRM FAQ.

If you get stuck

  1. Click the 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:

/documentation

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

/documentation/one

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