Getting Started

Jump to:

• Need help?
• Quick start guide.
• Account and billing.
• Demonstration videos.
• Complete User Manual.

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.

The program is divided into eight main sections:

• CRM - sales and order management.
• Production planning - production planning and management.
• Stock - inventory management.
• Procurement - purchasing management.
• Dashboard - quick overview of important metrics.
• My production plan and Internet-kiosk - real-time reporting of manufacturing operations performed by workers.
• Settings - MRPeasy settings, account management, user management, and database maintenance.
• Accounting - standard accounting module.

This flowchart shows how the different modules in MRPeasy work together.

Play with demo data

MRPeasy comes preloaded with a sample dataset. By playing with this demo data, you can explore the system and understand how it works, without needing to set anything up.

1. You can explore three different demo datasets, all of which can be loaded from the Demo data and videos section.
2. The default dataset is the simplest, and is based on a company that produces a basic product - a Wooden Table:
   • The wooden table has a simple BOM: table legs, a table top, and varnish. These are separate items with their own vendors, lead times, and prices.
   • The wooden table is produced in two steps: Assembly and Painting. Each step has an assigned workstation, duration, and cost.
3. You can see how the system lets you buy parts by creating a Purchase Order.
4. You can produce tables from available parts by creating a Manufacturing Order.
5. You can see how the system lets you sell products by creating a Customer Order.
6. You can clear and re-upload demo data in the Demo data and videos section.
7. Watch the demonstration videos to learn more about how the software works.
8. Follow the Testing manual to be guided through important workflows when using the demo dataset.

Prepare a test task

Once you're ready to start testing with your own data, follow these steps:

1. Clear all demo data from your database under Settings -> Database maintenance.
2. Add other users who will test the system under Settings -> Human resources.
3. Enter a simple test task. Make sure to:
   • Add a simple product that requires a few materials and operations.
   • Define what you want to accomplish with each test task.
   • Read and apply the MRPeasy Implementation Guidelines.
   • Follow the examples in the Testing manual.

Enter your parts and products

At Stock -> Items, 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.
   • For manufactured items, add a Bill of Materials (BOM) and a Routing.

See also:

• Demo videos:
  • Setting up procured items.
  • Setting up manufactured items.
  • Bespoke Manufacturing, Engineer-To-Order (ETO), Configure-To-Order (CTO).
    
• User Manual: Item details.

Plan and report production

To make new products, go to Production planning -> Manufacturing orders, and create a new Manufacturing Order (MO).

• You can view your production progress and usage of materials from stock by clicking 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 to My Production Plan or the Internet kiosk. This allows other users to log in and report production in real time.

See also:

• Demo videos:
  • Production Planning and Management.
  • Real-time reporting by shop-floor workers.
• User Manual:
  • Scheduling a new manufacturing order.
  • Manufacturing Order details.

Make-to-stock (MTS) manufacturing

In make-to-stock manufacturing, production is planned before customer orders arrive.

When making to stock, there are several ways of creating a Manufacturing Order (MO):

• Add a new MO under Production planning -> Manufacturing orders.
• Assign a Reorder Point (ROP) for each item (the ROP can be set to 0). When stock falls below the ROP, you can create a Manufacturing Order under Stock -> Critical on-hand .
• Create an MO under Procurement -> Forecasting function.

Make-to-order (MTO) manufacturing

In make-to-order manufacturing, production is planned after you receive a sales order (referred to as a Customer Order (CO) in MRPeasy).

1. Add a new CO under CRM -> Customer Orders.
2. After saving the CO, you can estimate costs and delivery dates.
3. When you are ready to start planning production, you can:
   • Automatically generate one MO per one CO line.
   • Create one MO for several COs (i.e., the same product for several different orders).
   • Manually create a Manufacturing Order (MO) and book it to the CO.

Buy parts and materials

You can order parts and materials from a vendor by creating a Purchase Order (PO) under Procurement -> Purchase Orders. 

After receiving items from a vendor, mark the PO as received, and the ordered items will be placed into stock.

See also:

• Demo video: Purchasing Management.
• User manual: Purchase Order details. 

Low inventory alerts

MRPeasy provides two reports that show which items need to be ordered. This makes it easy to know which Purchase Orders you need to create. You can find these reports under:

1. Procurement -> Requirements. 
   • Shows items missing from specific sales and manufacturing orders.
2. Procurement -> Procurement Critical on-hand. 
   • Shows items whose available quantity is below their Reorder point (ROP).

MRPeasy automatically generates these reports based on the information from stock, customer orders, and manufacturing orders.

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

Sell products

To enter a new sales order, create a new Customer Order (CO) under CRM -> Customer Orders.

In MRPeasy, the CO is the core document used for tracking a sale from quotation to delivery. It’s used to:

• Create quotations, order confirmations, or invoices.
• Estimate costs and dates.
• Book products for the CO.
  • Booking reserves specific items for an order.
  • Items can be reserved from current stock or from planned supply (e.g., reserved from a future PO or MO).
  • If items are unavailable, the system automatically creates demand for them.
• Track payments.
• Create shipments and waybills, and pick products to remove them from stock.

See also:

• Demo videos:
  • Sales Management.
  • Bespoke Manufacturing, Engineer-To-Order (ETO), Configure-To-Order (CTO).
• User Manual: Customer Order details.

Below is an example of how orders can be handled in make-to-order manufacturing.

Stock management

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

• In stock vs Expected quantities.
• Available vs Booked (i.e., reserved) quantities.

Inventory transactions are automatically made when users with different roles (e.g., sales, production, procurement) report their actions.

See also:

• Demo videos:
  • Inventory Management.
  • Setting up: Inventory levels.
• User manual:
  • Reading inventory numbers.
  • Starting inventory values.
  • Storage locations.
  • Booking and consumption of goods.

Basic principles of inventory management in MRPeasy

1. Items must be booked before they can be used in production.
2. MRPeasy uses "stock lot tracking" for inventory management.
   • Stock lot labels to keep track of batches.
   • Get detailed Stock Movement reports.

Complete User Manual

MRPeasy’s User Manual can be found here:

/documentation

A one-page online version of the User Manual can be found here:

/documentation/one

If you prefer to have the complete User Manual in PDF format, print the one-page version of the User Manual and choose “Print as PDF”.