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LUMBER MANAGERQuoting Edition
A Project Based Inventory Information System
Providing The Required Functionality For:
Quoting, Purchasing, Receiving, Outgoing
System Overview
The Lumber Manager Quoting System (LMQ) is designed for those companies involved in project bidding, and the resulting purchasing and supply of lumber for a job.
Presentation Contents
Create a New Job Data Entry of Job Specifications Create Consolidated List Create Purchase Orders Create Purchase Order Receiving Create Inventory Transfers Inventory Lookup Miscellaneous System Forms
Click on one of the options to view the selected information
Create a New Job
Creation of a new job marks the start of a project within the system
Job Locations are entered to provide the direction where lumber that is purchased should be shipped
Multiple tax entries for a job are allowed
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Job Header Data
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Data Entry of Job Specifications
The Data Entry section provides the initial tool for transposing the job list specifications into the system
Shortcut codes provide quick data entry tools for the Species, Grade, and Details
Module (mix factor) and Location entries are entered here for later use when the job is consolidated
A new line will copy the contents of the previous line to reduce keying time
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Job Data Entry
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Job Modules
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Create Consolidated List
Creating a consolidated list groups all items from the data entry section by Size, Species, Grade, Details, and Length
From this grouping, the mix factor for the specified module is applied
The result is a consolidated list holding the total lumber required for the job
Once created, the consolidated list is ready to be priced for Cost and Sell values
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Consolidated List
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Create Purchase Orders
Once a consolidated job has been finalized, it is marked as Order Accepted
When the OA is created, Inventory entries are created and updated with the Required Pieces and Footage
A Purchase Order can then be created (based on location) from the finalized list
Line details for the P.O. are restricted to the OA list for the selected location
Any additional purchases for the job (outside of the OA) are handled in the Change Order section of the system (not shown in this presentation)
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Purchase Order Entry
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Create Purchase Order Receiving The Receiver module of LMQ is designed to
allow for multiple receiving sessions against a particular P.O.
The Receiver is split into two sections: Receiving for Specified Lengths Receiving for Random Lengths
Any Random Length Tallys when received, will roll into the specified lengths in Inventory
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Purchase Order Receiving
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Create Inventory Transfers
Inventory Transfers are the final module of the system pertaining to a job
Transfers fall into four categories: Inventory to Tables – for framing / prefabrication Inventory to Jobsite – shipping material direct to job Tables to Inventory – returning unused material Jobsite to Inventory – returning unused material
Data Entry for the Transfer can be pulled from Inventory based on the Module Mix or from the OA
Transfers provide the Relief / Return of materials to the Main Inventory
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Inventory Transfer
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Inventory Lookup
The Inventory Lookup screen provides a consolidated view of all lumber on hand
The criteria options provide the ability to narrow a required search for any particular Size, Species, Grade, Details, or Length
The Required and On Order columns provide summary information that is invaluable when purchasing opportunities for lumber present themselves
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Inventory Lookup
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Miscellaneous System Forms
The following screen shots give a brief view of other forms / functions within the Lumber Manager Quoting system
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Main Menu
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Job Lookup
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Purchase Order Lookup
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Inventory Lookup – After Receiving
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Contact Information
IdeaCore Software Solutions Inc. Email: [email protected] Phone: 403-309-3053 Fax: 403-309-3453
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