Setting up pricing and discounting rules enables the end user to better manage customer accounts, and stock items. Rules are restrictions or qualifiers that qualify the rule, and they are only applied if that condition is met. You can create and set, specific rules for stock item costs and descriptions which are linked to individual customers. As well as set parameters for when these price and discount rules will be automatically applied.
Managing pricing and discounting rules across multiple customer accounts and stock items can sometimes get quite complicated and tricky to keep on top of. SQLWorks has made this process easier to set up, control and manage giving you greater flexibility and accuracy ensuring rules are adhered to across the whole of your customer portfolio.
The pricing and discount summary page gives managers and admin personnel the ability to view all rules that have been created, as well as the control to amend and save at a top level, which will automatically apply these rules across the platform.
The module can be found on the main nav bar under the Products Extras section. The rules can be viewed on multiple tabs, and pricing rules can be imported and exported in bulk quickly and efficiently using an xls or csv file. Discounting rules can be applied as line discount or an order discount, giving you the flexibility and control to apply rules at various stages of the ordering process.
Alternatively, rules can be viewed and managed from the Sales Ledger or Stock Ledger. In both ledgers the Price & Discounts tab can be found in the top section of the window. The rules listed apply specifically to the sales account or stock item selected and can be added, deleted and edited from this tab. Once added the rules are linked to the corresponding ledger automatically and any order created that meets the criteria of one of these set rules, will adjust automatically..
Examples of the different types of rules that can be applied:
To use customer specific part names & description to search for the item when creating a new customer order it is slightly different, using the customer lookup icon – as shown below. Part names and descriptions automatically adjust on the item line once the criteria of a rule is met.
If a business harnesses important physical assets, keeping track of these over time quickly becomes essential.
Whether it’s your own machinery, or a piece of equipment you maintain for a client, attributing costs to these accurately is an key part of your business financial planning – and helps you make smarter decisions about future investment.
SQLWorks supports this process with a dedicated asset register – allowing the user to save a range of information (including make, model, warranty and more) for both in-house and client assets to aid day-to-day business operations. Asset Register can be found in the Stock Ledger, and helps the user build a centralised and definitive list that can be controlled with permissions groups, like any other SQLWorks Ledger.
For in-house assets, SQLWorks users can also link these assets to Purchase Orders – ensuring that asset’s data contains a detailed maintenance history that includes financials.
Helpfully, this also works across multiple Purchase Ledger suppliers, so that maintenance costs (such as repairs or replacement parts) remain accurate even if an asset’s service contract changes hands. This helps a company stay flexible, since accounting and contract periods may be much shorter than machinery lifecycles.
Assets may also be optionally enabled as a special tab in a customer’s Sales Ledger account – ensuring a service engineer can easily access known information about a client’s asset as a part of routine account maintenance. This might include location, serial numbering for identification, or notes on past repair work.
SQLWorks ensures business managers can properly document and maintain a full asset register – itself an asset to a well-informed team.
For expertise and software assistance, please contact our SQLWorks Team today
Lineal’s SQLWorks Software is officially registered as a specialist UK digital technologies provider for manufacturing.
Made Smarter is a UK-Government backed initiative launched in 2017, following a nationwide review of the manufacturing sector – and includes a number of private and public sector organisations helping to modernise industry and drive adoption of productivity-boosting technology in the sector.
Recognised fields include a wide range of next-generation technologies for manufacturing such as robotics & process control, data and systems integration, mobile and wearable devices, sensor innovations, machine learning, additive manufacturing and augmented reality technology.
“We’re delighted to see SQLWorks listed among some of this country’s most advanced and cutting-edge technology solutions for manufacturing” said Lineal’s Managing Director Mike Matthews. “The Made Smarter review highlights adoption of modern technology as a keystone for industry in this country, and we want SQLWorks to underpin real advancement and strength in the industry.”
Managing outbound goods often requires an overarching view of business operations ‘as-a-whole’ – looking across all sales accounts, orders and products. We’ve given users the power to do this via SQLWorks Dispatch Planner.
Dispatch Planner gives order managers and warehouse teams a comprehensive dashboard to maximise visibility and control over orders. Dispatch Planner is accessible within the Stock Ledger, and (by default) loads a comprehensive list of all outstanding customer sales Orders with key information about each order.
Double clicking on an order allows a drill-down to the exact order, meaning shopfloor teams don’t need to access individual customer sales accounts to understand workloads and even check line-level detail.
Simple ‘traffic-light’ statuses indicate whether the required stock quantity is available for each order to be shipped in full. By selecting an order, dispatch managers can also view the same information for each order line of the order – with the same status indication based on free stock availability. Orders will only be considered ready to ship in full once every line on that order is available to ship.
When ready to ship, dispatches can be sent to dispatch and invoiced (and emailed automatically to the customer) in one smooth workflow, removing the outstanding order from the Dispatch Planner list.
High volume companies may lengthen or shorten the time horizon of the viewed orders, or filter by warehouse. Where goods are not ‘Ready to Ship’, SQLWorks will make the user aware of why an order is delayed – for example, showing Purchasing Delays.
For companies that use Delivery/Dispatch Notes prior to invoice, the Dispatch Planner will also allow the generation of new delivery notes from here, list any valid delivery note numbers for each order for cross-referencing, and require the user to select an existing delivery note before invoicing a previous dispatch.
Dispatch Planner shows the real power of SQLWorks: as the ability to cross-reference stock control and ordering globally across the business allows you to manage operations quickly, efficiently, and with confidence.
You can find more detail about how to use Dispatch Planner here
We’ve extended SQLWorks to include more powerful production planning/process routing in Version 10 – allowing Production Managers to masterplan working spaces, types of work, and employee skills to organise manufacturing capacity more effectively.
Workshop Map can be opened via the Products module in the NavBar, and uses three key elements:
||These are places where work is done – normally a specific location or tooling area on the factory floor, and remember important data such as available working hours, setup/lag costs and more.|
||This is a type of manufacturing process – such as assembly, welding, mixing, painting etc, and can be restricted to specific work centres or employees.|
||This is the employee table used in SQLWorks CRM – listing your company’s available staff.|
Each Process Route has a series of numbered steps (carried out in a specific order) called a Work Flow. To organise the Work Flow, the production manager simply chooses the Work Centre, Process, and Employee that is assigned at each step – by dragging and dropping them into the Workflow builder.
Workflow steps each carry associated costs and manufacturing times, allowing the system to build a comprehensive picture of the process route a finished product must follow to be completed in full.
Production managers can save Template Process Routes and assign these to Bills of Material – with the right default process routes being loaded automatically on new Works Orders to save time. Expected completion times are estimated automatically, and progress can be logged as each step of the Workflow is underway
Any Process Routes that are currently in use will be shown in the ‘Active Process Routes’ table, along with the details of the BOMs being produced which follow that process route.
Production Managers can also use this part of SQLWorks to generate reports (either from the perspective of Work Centres, Processes or Employee) to see outstanding and current Works Orders, and to gauge capacity from each.
This helps inform staffing decisions, shift patterns or identify production bottlenecks. Where there is a clash (for example, if a ‘Welding’ process employee has more welding hours due on Works Orders than is available in the calendar), SQLWorks will display ‘CLASH’ in red next to that Bill of Materials.
Overall SQLWorks’ Production Planning gives Production Managers the power to coordinate working spaces/resources, types of work, and personnel for maximum control. Production Routes help structure and streamline the manufacturing process, and organise manufacturing capacity more intelligently.
For expertise and software assistance, please contact our SQLWorks Team today
SQLWorks Document management has reached the next level, enabling tagging of engineering documents and automated printing alongside Works Orders.
As shown in our Introduction to Document Management, many types of files can be added and stored within SQLWorks, linked to other data, downloaded or referenced whenever required. Our development team have also enabled tagging of specific files as ‘engineering’ documents so they can be automatically transferred through to production.
Saving a .jpeg or .pdf to a stock item’s document tab is a simple drag-and-drop process, supported by tagging with the engineering tag. When a Works order is created for that Bill of Materials, those supporting documents can be pulled through for printing automatically.
This is especially useful for assembly instructions, photographs, blueprints and similar that help guide during the production process.
Setting specific criteria in ‘Accounts preferences’ and ‘Document Analysis’ which can be found on the Navbar, allows a specific ‘tag’ such as one named Engineering, to be selected when saving a document on a stock item. Tagged documents appear in the ‘Documents List’ in the top right of the Works Order automatically, and when printing or previewing your Works Order SQLWorks finds the associated document and asks you to confirm whether you would like to print the engineering documents.
This feature is especially useful if you have drawings, assembly instructions or diagrams for example, that need to accompany the Works order when sent to the shopfloor/workshop for the build process.
If you would like to find out more about how SQLWorks can make the Manufacturing processes more efficient and less time consuming, please get in touch with our SQLWorks team via email [email protected] or call 01271 441570.
To compliment SQLWorks manufacturing and kitting, Stock Ledger allows users to create and manage manufacturing works orders to different degrees of detail.
(For an introduction to SQLWorks manufacturing and kitting, click here.)
Works Orders are accessible from the Stock Ledger screen, under the ‘Products’ module, in the main NavBar (1), by clicking the ‘Works Orders’ tab for a chosen stock item.
The two tables on the left-hand side show ‘Active Word Orders’ still being worked upon, and ‘Completed Works Orders’ which have been finished (2.)
To the right the ‘Build Quantity’ (3) Panel shows the parts needed for that stock item, how many are available in the default warehouse to use for this works order, and the maximum finished items that can be built from these parts.
The lower right panels (4) show a summary of the scheduled builds on a selected works order, and the parts required for each of these scheduled builds (in case the Works Orders vary between builds.)
Users can complete a simple works order by right clicking in the ‘Active Works Orders’ and choosing ‘Quick Build.’ This simplified option checks the correct parts out of stock from their default warehouses, completes a Works Order immediately, and checks in the finished item into stock in its default warehouse.
This is useful for simple builds where no extra works order detail is required and the works order doesn’t need to be drafted in advance.
Full Works Order
Users can create a full new works order by right clicking in the ‘Active Works Orders’ and selecting ‘New Works Order’.
This opens a new works order window for the chosen stock item– these can be given header information including a Total Build Quantity. Parts for kitting will be taken from the ‘Take Stock From’ Warehouse code, and (via the designated build bin) the finished item will be checked into the ‘Build Product Where?’ Warehouse code and Bin number.
Each line on the Works Order represents one ‘schedule’ for building a given quantity of the kit – with the quantity of that schedule enterable on the left hand side. A component list is also shown here, to help inform production numbers.
The middle column (‘Cost Groups’) displays advanced Construction Time / Cost Centre additions for this kit if this feature is turned on in SQLWorks.*
The ‘Build Group Column’ is used for the actual building of the works order: typing a quantity into the ‘Take’ field and clicking ‘Take’ removes the required parts from the ‘Take Stock From’ warehouse, and doing the same in the ‘Build’ field and clicking ‘Build’ assembles the new kitted item and moves it to your designated ‘Build Product Where?’ Warehouse and Bin.
You can also cancel quantity’s from the Works Order by typing a quantity into the ‘Cancel Qty’ field.
On the right hand side of each line the ‘Inspection Group’ allows you to enter up to four custom quality testing/inspection checkpoints for each works order schedule, date-stamped for approval.
Works Orders can be saved without being built (to schedule future work), but when the ‘built’ quantity within the works order and any cancelled quantity added together equal the ‘Total Quantity’ required, the works order will automatically be moved to the ‘Completed Works Order’ list.
*Construction Time / Cost Centres
Advanced users can turn on ‘Default Construction Costs (per Hour)’ and ‘Default Construction Times (per Hour)’ which will appear at the top of the Works Order Tab if used.
This allows the user to save details for time taken, and costs expended, as the finished kit is processed through up to a maximum of six stages to complete the Works Order, and can be factored into sales costs accordingly.
SQLWorks includes a manufacture and kitting tool able to budget for and build manufactured products using a selection of saved kits.
Manufacturing is accessible to users of the SQLWorks Advanced Stock, and can be found within the Stock Ledger screen under the ‘Products’ module in the main Navbar (1).
Clicking the ‘Kit Details’ Tab opens the kitting information for the selected stock item (2), and users should click the ‘Setup’ button if using these tools for a given stock item for the first time. By default, SQLWorks saves up to 3 alternate builds for each manufactured item (although more are available) with saved descriptions for each build (3).
Each stock item in your SQLWorks stock ledger can be both a ‘parent’ (made from its stock item ‘children’ – its components) or a ‘child’ of another stock item ‘parent’. Right-clicking opens options to ‘add child’ (component part) including values for both the components and associated labour costs.
Saved builds can include many components, sub components, and more levels as needed.
On the right hand side of the panel (4) are fields displaying the ‘Base Component Cost’ (the total value of the component parts as worked out by your saved SQLWorks stock valuation model) the ‘Marked Up Component Cost’ (the total markup value once percentage markups such as labour or assembly costs have been applied to each component for this build) and the ‘Current Kit Cost’ with your assigned sale cost for the finished product.
The kit price will be re-calculated automatically as component parts change, or if you have disabled this feature, by pressing the ‘Re-calculate’ button. Users can update the cost details for a build, allowing for any recent changes to stock ledger components, their value or assembly markup costs. You can also use saved shortcuts in the quick select menu of the Stock Ledger to view ‘Parent Items’ and ‘Child Items’ for easy searching.
SQLWorks manufacturing gives you a toolkit to organize the manufacture of kits from countless components, and to keep track of costs at every stage of the production line.
For specialist manufacture and kitting tools – speak to us about SQLWorks Stock Control today.