Getting Started

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Quick start guide

Jump to:

  1. Overview of MRPeasy.
  2. Play with demo data.
  3. Remove demo data and prepare a test task.
  4. Enter parts and products.
  5. Plan and report production.
  6. Buy parts and materials.
  7. Sell products.
  8. Stock management.
  9. Usage tips.

Overview of MRPeasy

MRPeasy is suitable for both make-to-stock and make-to-order production modes.

The program is divided into eight main sections:

General usage flowchart:

MRPeasy usage flowchart

Play with demo data

  1. Play with the demo data, which is already present in the system, to get a quick overview.
    • The demo company produces a simple product, a Wooden Table:
      • It is made of legs, a top, and varnish. These are separate items with vendors, lead times, and prices.
      • It is produced in two steps - Assembly and Painting. Both of these have an associated workstation, designated duration, and costs.
    • Try to buy some parts with a Purchase Order.
    • Try to make some tables with a Manufacturing Order.
    • Try to sell some tables with a Customer Order.
    • You can clean up and re-upload fresh demo data in the Demo data and videos section.
  2. Watch the demonstration videos.
  3. Follow the Testing manual.

Prepare a test task

Once you are ready to start testing with your own data:

  1. Empty the database from demo data, at Settings -> Database maintenance.
  2. Add other users who will test the system, at Settings -> Human resources.
  3. Enter a simple test task. 

Enter your parts and products

At Stock -> Items, you should enter your items in the following order:

  1. The parts and materials you buy.
    • For procured items, add the Purchase Terms to define the vendor(s), cost, and lead time.
  2. The products you make.

See also:

Plan and report production

At Production planning -> Manufacturing orders, you can create new Manufacturing Orders (MO) for making the products.

  • You can report the progress and usage of materials from stock by pressing Go to production inside the MO.
  • Products are counted into stock once the MO is finished.
  • You can add new users and give them rights either to My Production Plan or Internet-kiosk so your colleagues can log in and report production in real time.

See also:

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):

  • Add a new MO at Production planning -> Manufacturing orders.
  • Assign a Reorder Point (ROP) for each item, even 0, and use the Stock -> Critical on-hand report to create MOs for items that are below their reorder point.
  • Create MOs from the Procurement -> Forecasting function.

Make-to-order (MTO) manufacturing

In the make-to-order manufacturing mode, the basis of production planning is a sales order, a "Customer Order" (CO) in MRPeasy.

  1. Add a new CO at CRM -> Customer Orders.
  2. After saving it, you can estimate costs and delivery dates.
  3. When you are ready to start planning production, you can:

Buy parts and materials

At Procurement -> Purchase Orders, you can create Purchase Orders (PO) to order items from your vendors. 

Mark the PO as received to take the ordered items into stock. 

See also:

Low inventory alerts

There are two reports that show what needs to be ordered and which help to easily raise necessary Purchase Orders:

  1. Procurement -> Requirements. 
    • A list of items missing in specific sales and manufacturing orders.
  2. Procurement -> Critical on-hand. 
    • A list of items for which availability is below their Reorder point (ROP).

These reports are automatically generated based on the information from stock, customer orders, and manufacturing orders.

  • If parts are missing for a MO, demand is raised for these automatically.
  • If products are missing for a CO, demand is raised for these after you try to book them.

Sell products

At CRM -> Customer Orders, you can create new Customer Orders (CO) to enter new sales orders.

The CO is the core document for tracking the sale from quotation to delivery, including issuing of documents such as order confirmations, invoices, waybills, and also tracking payments.

  • Create quotations, order confirmations, or invoices.
  • Estimate costs and dates.
  • Book products for the CO.
    • Booking means reserving some specific items for this order.
    • These items could be available in stock right now, or these items could still be planned (e.g. reserved from a future PO or MO).
    • If items are unavailable, this will result in demand being created for the products.
  • Create a Shipment, a waybill, and pick the products to take them off stock.

See also:

If you make to order, the process of handling the order could look like the one below.

Order fulfillment workflow


Stock management

The Stock -> Items provides a detailed overview of your stock. It distinguishes between:

  • In stock vs Expected (coming in the future) quantities.
  • Available vs Booked (reserved for something) quantities.

Inventory transactions are automatically made when users in different roles (e.g. sales, production, procurement) report what they've done.

See also:

Basic principles of inventory management in MRPeasy

  1. Before items can be used for something these must be booked first.
  2. The method of inventory management is "stock lot tracking".

Complete User Manual

The User Manual can be found here:


A one-page online version of the User Manual:


If you wish to have the complete User Manual in PDF format, then print a one-page version and choose the option Print as PDF.

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