Cost estimation and quotation management
  • XML-based templates are used to define business rules and formulae for product cost
    estimation
  • Provides flexibility for what-if analysis, increasing confidence in cost estimates and
    delivery commitments
  • Sales quotations can be generated, approved and managed easily with related RFQ
    and attachments

Sales order management
  • Customer orders can be processed and managed with links to corresponding sales
    quotations
  • Simplifies sales analysis with proper control for sales order approvals
  • Generates order fulfillment information for job order planning
  • Shipping plans can be created and managed, along with invoicing and billing details

Integrated design/document management with effective revision control
  • Design tasks can be planned, assigned, managed and tracked easily
  • Integrates with popular CAD software to extract design BOMs directly from 3D CAD
    models (with optional CAD adapters)
  • Manages design specifications, CAD files, product structures and all related
    documents with revision control
  • CAD models and documents can be shared, viewed, checked and annotated with
    embedded visualization technology

Product structure and BOM management
  • Product structures can be manually defined and managed as item masters
  • Different views of a product can be created to represent various Engineering BOMs,
    Manufacturing BOMs, Assembly BOMs, etc
  • Routing plans can be associated with the different BOMs

Flexible routing planning, capacity planning and production scheduling
  • Enables effective job planning and efficient resource management in dynamic
    environments, where changes are common or when accurate data is not available
  • Templates-based routing plans can be easily created for parts to be produced
  • Work-centers for both internal & sub-con processes can be selected to enhance
    capacity planning
  • Operation plans can be defined to generate work instructions and tooling lists
  • Capacity plan can be generated to ensure order due dates can be committed
  • Daily production schedules can be automatically generated for production operations

Job tracking from design to production to order shipment
  • Provides high job visibility with real-time status of design, CAM and production tasks
  • Generates dispatch lists for jobs to facilitate production management
  • Production tasks are tracked to machine level, enhancing responses to changes
  • Operations can be re-assigned or modified when disruptions occur on the shop-floor
  • Operator performance, QA results, machine utilization and downtime can be recorded

Order processing and management throughout the product lifecycle
  • Simplifies processing of quotations, cost estimates, sales orders, purchase orders, job
    orders, delivery orders and invoices

Inventory control and management across distributed warehouses and stores
  • Manages standard parts, raw materials, finished goods, safety stock levels, goods
    receipt and returned

Materials planning and purchasing for both direct and indirect materials
  • Generates material requirements & planned sub-con services for each job
  • Simplifies reservation of available materials and standard parts from inventory
  • Material requirements & sub-con services are used to create PRs directly
  • POs can be converted from PRs, and managed by workflow for version controls and
    approvals

Web-based architecture and workflow management promote collaboration over
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Key Features