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.
Query builder is a powerful reporting tool that advanced users can use to interrogate the SQLWorks database, cross-reference data in new ways, and get insight from business analytics.
Working in steps across the screen, Query Builder guides the user across four main tabs including ‘Setup’, ‘Tables’, ‘Conditions’ and ‘Preview.’
Setup tab allows users to create new queries, and choose the base layer data for their query from their SQLWorks database. For convenience, users can save queries here, opt whether to share them with other users, and re-run their favourites to generate new results as system data is updated.
In the Tables tab, the user can drag in related tables to cross reference different data within the database, and build new comparative reports that don’t already exist by default by selecting one or more data columns from within those tables.
The Conditions tab is perhaps the most powerful – allowing the user to assemble or subdivide the existing data in ways to extract very specific report outputs. Three tools are available here – Filter By, Sort By, and Group By. Filter By options can be used flexibly to exclude irrelevant data an target subsets, while Sort By allows you to re-order everything based on a specific table column to highlight priority data first.
Group By allows users to aggregate data in powerful ways – for example totally values per company, automatically calculating averages into value fields, or totalling costs. Programming criteria are available to do this, including ‘Distinct’, ‘Count’, ‘Concatenate’, ‘Maximum’, ‘Minimum’, ‘Sum’ and ‘Average’ – with columns ordered or re-designated to structure the report as you wish.
In the Preview tab, users can preview the results of their query and export to a range of formats including Excel spreadsheet (.xlsx), Comma-separated value (.csv), text (.txt), PDF (.pdf), print formats, or even email the results direct to themselves.
We hope users will find Query Builder to be a potent weapon in their arsenal of reporting tools – giving you new ways to identify patterns, compare and contrast relative data, or summarise from a new perspective.
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.
Members of Lineal’s Software Development Team were recently invited to join the Omnis Software Engineering Team for a special 2-day visit focusing on development work regarding web features within SQLWorks.
Software engineers from both companies focused the dedicated day on the implementation and deployment of Lineal’s recent online work including business-to-business (B2B) trade ordering portals and online user survey systems.
The SQLWorks Team at Lineal wanted to thank the staff at Omnis for being excellent hosts and helping to craft an extremely useful and informative visit.
Omnis Software recently celebrated 40 Years in the industry, having been founded in 1979 by Blyth Computers Ltd. Co-founder Paul Wright.
Omnis technology has underpinned Lineal’s SQLWorks Business Management Software (integrating accounting, stock control, CRM and manufacturing) since the early 1980s. Lineal’s Managing Director Mike Matthews is a part of the international Omnis Technical Committee, and Lineal staff regularly help coordinate and take part in EurOmnis, the international Omnis software developer conference.
For Software development advice and expertise today, please contact our team today.
Stock Audit allows businesses to perform a comprehensive stock take, record variances, verify the results, report on valuation, and automatically adjust stock levels for accuracy.
Stock takes can be initiated, or continued, by clicking on ’Stock Audit’ under ‘Products’ in the Main SQLWorks Navigation Bar (1). To begin a new stock take simply click ‘Create New’ or load an unfinished stocktake via ‘Load Existing’. Each stock take is warehouse specific, and can be given a reference ID.
Users must choose whether the final results will ’Save Quantity’ (adjust the actual quantity to a fixed number established from the stock check) or ’Save Variance’ (adjust the actual quantity according to a variance from the theoretical quantity, incorporating quantity changes which may have taken place during the stock take.)
Clicking ‘Print Sheets’ generates a series of stock take forms, listing the stock items and locations under review, which can be printed and assigned to stock counters for counting. Printed stock take sheets include a notes field for stock counters to record additional information, but do not list the theoretical quantity, so as not to prejudice the accuracy of the stock take.
Once stock counters have returned their stock take sheets, stock controllers can enter counted values in the ‘Count’ column next to each item by entering the name of the counter in the ‘Counted By’ dropdown (2) at the top of the window. The ‘Variance’ Column automatically calculates the variance, and a note of the counter’s name is recorded in the ‘Count By’ column (3)
If required, stock controllers can print “check sheets” in order to have questionable variances verified by a second counter, and enter a revised quantity in the same field by using the ‘Checked By’ dropdown at the top of the window (2). The ‘Variance’ Column automatically calculates the variance, and a note of the checker’s name is recorded in the ‘Check By’ column (3). When printing check sheets you may enter a single product code or a csv of codes, each product including its current values for all bin locations are printed on their own page.
To review the records, clicking the ‘Print Variance’ button at the top of the window produces a report on the results of the stock take, grouping the variances on each item across all monitored locations, and calculating a monetary value for the overall positive or negative variance.
By clicking ‘Finish’, the results of either the ’Save Quantity’ or ’Save Variance’ stock take are applied to the SQLWorks Stock Ledger to bring the stock levels back into alignment with the stock take.*
For additional information on stock control, contact our team today.
*If the ‘Free Qty’ tickbox is ticked at the top of the theory column, the theoretical values for the stock audit are shown excluding any allocated quantity. SQLWorks will not accept a variance which adjusts the quantity of an item below the quantity of that item which is already Allocated to Sales Orders, and will instead adjust the Actual quantity as close to the recorded variance as allowed numerically.