Announcing Version 10:
Lineal Software Solutions are excited to announced the public release of our next generation of SQLWorks software.
Version 10 of our flagship business management suite harnesses more advanced manufacturing capabilities for the first time – introducing brand new material requirements planning (MRP) capabilities into our existing integrated accounting, CRM & stock control platform.
Automation is critical to productivity. SQLWorks MRP allows businesses to instantly gauge future demand for stock items & materials based on a flexible time horizon and existing stock availability, automatically generate purchase orders for approved suppliers, automatically roll-up part and cost changes through bills of material, and automatically create works orders for production centres on the factory floor.
“… We are clear that the faster adoption of technology will result in greater investment and in more manufacturing taking place in the UK.”
UK Gov ‘Made Smarter’ Manufacturing Review
These hotly-anticipated new features will help drive real business benefits, especially among manufacturing and logistics companies: including more intelligent and cost-effective purchasing, optimised stock holding, and coordinated forward planning of production.
Factory managers can now backflush manufactured items, auto-attach engineering documents, optionally roll-up updated part-costings from purchasing through the relevant kits, and even import new assemblies from popular engineering CAD software via drag-and-drop.
“… British manufacturing needs a factory reset.”
Mike Matthews, Lineal Software Solutions
MRP is an immensely powerful tool for running a business – and we’ve given users the ability to drill-right down into purchasing and production recommendations – finding the exact source of demand from potentially thousands of orders, to line level, with a simple double-click.
SQLWorks manufacturing abilities integrate seamlessly with other business processes across accounting, CRM and stock control – and we’re planning further extensions to functionality for release later in 2020: including detailed capacity planning, support for ‘Just-In-Time’ (JIT) style manufacturing, and more complex ad-hoc report building.
We’ve also made some updates to the visual identity of SQLWorks with this iteration to help make our software feel smoother and more accessible to new users, and expanded Lineal’s UK Software Development Team of Omnis developers to hasten our development cycle.
Mike Matthews, Lineal’s Managing Director, explained: “This is a terrific new leap forward for our SQLWorks software. The new release is our most advanced ever, and introduces powerful new manufacturing and logistical control to our existing business management tools.”
Measurable Business Benefits
One, fully-integrated platform
Heightened financial visibility
Hours of work duplication saved by automation
Greater manufacturing control
Optimised spending & stock holding
Genuine support for business continuity
“We believe the ability for industry to automatically complete important engineering tasks – like importing newly-designed assemblies, production planning, updating part costs and forecasting future operations – will prove a popular choice among manufacturers.”
“Post-lockdown many firms will be doing some serious soul-searching about whether their systems are really up to scratch. British manufacturing needs a factory reset. If you can’t innovate then you’re at a dead end, and modernisation will be an important part of the UK’s economic recovery.”
SQLWorks Version 10 with MRP is available NOW
Simple, fast and intuitive data entry. Detailed, responsive and targeted data analysis.
Learn more at www.sqlworks.co.uk or by contacting our UK Software Development Team today.
We recently rolled out ‘Client Review’, a simple way of tracking customer satisfaction using SQLWorks CRM.
The new ‘Client Review’ tab, which is available when you select a Company in SQLWorks, can be used by your staff to keep a log customer happiness, which is graphed over time.
Adding a new client review entry (such as during a catch-up call, or after a meeting) lets the user record positive and negative notes, score the client’s general approval of your service(s), and records the overall trend over time.
A top-level Client Review Report also gives line manager and and company management the opportunity to aggregate this data company-wide, or filter based on team, date, or by different client types.
Keeping track of client satisfaction across a customer base, and encouraging staff to maintain good client relationships, can prove a challenge for many businesses – something SQLWorks Client Review makes much easier.
The data format is flexible – allowing staff tracking customer satisfaction to gather information from catchup calls informally, while keeping an organised schedule for regular contact.
For CRM options and expertise, please contact our team today.
SQLWorks company Diamedica (UK) Ltd., who manufacture specialist medical solutions, are providing vital support to the NHS as part of the UK Government’s Ventilator Challenge:
Developed by Lineal’s in-house software development team, SQLWorks integrated business management software, is the core of Diamedica’s accounting, order-processing, stock and production control.
“…Diamedica (UK) Ltd confirmed today they are playing a critical role in the Government’s efforts to accelerate production of ventilators to support the fight against COVID-19. Diamedica’s ventilator designs were shared with the Cabinet Office team leading the challenge, who have been able to match the plans with specialist manufacturers who are able to start ramping up production quickly, and at scale.
Diamedica are now providing consulting services to the matched specialist manufacturers who are contracted to produce ventilators.
Robert Neighbour, Managing Director, commented “We are exceptionally proud to be a part of the effort to deliver ventilators for the NHS. Our product is already the leader within emerging markets and has now been selected to support the UK’s fight against COVID-19. I want to thank our team here at Diamedica for their dedication and efforts thus far, and all the manufacturing partners who are critical to this effort.”
For further information please contact Charlotte Green, Head of Sales and Marketing at Diamedica (UK) Ltd.”
Learn more at http://www.diamedica.co.uk/english/
For software enquiries and questions, please contact our team today.
For those using SQLWorks Hosted, the ability to access SQLWorks anywhere is a major advantage. However, doing this may mean you need access local resources to print a document from SQLWorks, connecting to a new printer on a network that is unfamiliar to SQLWorks.
To do this, you will need to allow your saved Microsoft Remote Desktop connection (where Hosted SQLWorks is accessed) permission to access your printer (one of your local resources ) You can either do this when first setting up your connection to SQLWorks Hosted, or edit your settings to include this option later.
On Windows, this option is available by editing your saved Remote Desktop Connection, and clicking on the ‘Local Resources’ tab. Tick the ‘Printers’ checkbox to allow printing from Hosted SQLWorks to your local printer.
On Mac, this option is available by editing your saved Remote Desktop Connection, and clicking on the ‘Local Resources’ tab. Tick the ‘Printers’ checkbox to allow printing from Hosted SQLWorks to your local printer.
SQLWorks includes a useful ‘drag and drop’ facility for saving documents against projects, sales leads, accounting records and more.
If your organisation stores files in a cloud storage app, SQLWorks can be integrated directly to view these folders in your ‘Documents’ tab, and files can be dragged and dropped into SQLWorks directly from the cloud.
This option can be set up from the main Navigation bar via Preferences > User Preferences > (User) > and by clicking the Setup Tab. By saving the file-path of your cloud app’s desktop folder into the ‘Remote/ Cloud Folder Path’ field, and clicking ‘Save & Close’, a SQLWorks user’s document tree will automatically default to view the chosen file location.
As long as your cloud app on your PC/Mac is able to sync to the cloud, SQLWorks will be able to make most up-to-date version of your synced files available for drag and drop.
This can be a useful way to make documents collected during fieldwork (eg: photographs) available to a main office – syncing direct from a smartphone, via your cloud app of choice, to be dragged and dropped against projects in SQLWorks.
Options include Microsoft OneDrive, Google Drive, Apple iCloud and Dropbox, as well as many other cloud file storage applications with a read/write access ‘desktop folder’ style client. (If you’re using a lesser-known cloud storage service with SQLWorks cloud link – we’d like to hear about it!)
This tool can also be used with a valid filepath to a location on a traditional on-premise server, and may be useful for businesses with very complex file structures, to help users automatically find the file location they would normally use for managing documents.
SQLWorks cloud link helps leverage all the flexibility of your favourite cloud app, to gather important files into your CRM, accounting and stock control system.
For additional support and assistance, please contact our SQLWorks team today.
SQLWorks includes Document management capabilities to allow each user to save documents into the system for extra convenience.
Files from the user’s device can be added from the user’s device, or any file location the user’s Windows/Mac device has access to (with modify/write permissions).
To save a new file into SQLWorks, look for any window which includes a ‘Documents’ or ‘CRM’ tab. Files may be dragged into the files list (a large white space) from the Windows/Mac operating system (eg: off the desktop) or from the small file tree viewer in the bottom right of the SQLWorks window.
The Document Management save window opens to confirm the details of the file – here files can be categorised using any pre-established Document Analysis types and given a description. Clicking ‘Save & Close’ will save the new document into the list, represented by a new thumbnail showing the file-type if known.
Right click on any saved document to open the original file or perform further functions with it.
The new attachment is stored with a database link to the area of SQLWorks it has been saved against – files can be linked to company records, financial order or transactions (eg: sales or purchase orders), sales leads, projects and many other areas of the platform, to be more easily found by other users.
Typical document management uses include:
- Adding documents, presentations or images to a project file.
- Saving purchase orders from a customer against a new SQLWorks sales order.
- Archiving product designs or specifications against stock items.
For CRM expertise and assistance, contact the SQLWorks team today.
Lineal will be launching a new major version of SQLWorks in 2017.
Version 8 will bring a host of new features to our flagship business management software, as well as provide existing SQLWorks customers a greatly improved user-experience.
Managing Director of Lineal Mike Matthews explained: “We were determined to release a major new version of SQLWorks this year, and wanted to implement the customer feedback we’ve been gathering in recent months.”
“By changing to the StudioWorks 8 framework, SQLWorks Version 8 will allow us to update the technology behind our business software – modernising the visual ‘look-and-feel’ to be more intuitive, adding greater flexibility, and offering more options for integration.”
Version 8 is expected to be available from Autumn 2017 – check back for more soon!
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 calculates a number of different stock quantities for measuring how much stock you have.
These allow you to measure how much of each stock item are at different stages of your stock control process, and can be found displayed in the Stock Ledger for each stock item as follows. Scroll down for more information about each.
‘What I own now’
- Actual Stock is the quantity of an item you currently own within your warehouse(s.)
‘What I own which is temporarily unavailable’
- Pending Stock is the quantity of an item you currently own which is not to hand – for example Stock you own which is in ‘Transit’ internally, or stock currently waiting in ‘Make’ Bins for manufacturing.*
*The exact nature of Pending stock may vary between individual SQLWorks companies, and may represent stock dispatched but not processed, if this setting is applied – please contact your account manager to clarify.
‘What’s been sold to a specific customer’
- Allocated Stock is the quantity of an item you currently own which has been reserved to fulfil a specific customer’s order.
‘What’s really in hand’
- Free Stock is your Actual Stock minus any stock currently Pending or Allocated. This count typically represents the amount of stock you own that’s on hand, and does not include anything currently in transit, or already allocated to fulfil specific sales orders.
‘What’s been ordered’
- SOP stock is the quantity of a stock item which is wanted by your customers (currently outstanding on your sales orders.) This includes any Allocated stock already reserved to fulfil specific sales orders.
SQLWorks can be configured to exclude Forward Orders from this number.
‘What would I have left’
Available stock is your Actual Stock minus your SOP. This count represents the maximum quantity of a stock item you own which could still be sold if all your sales orders were fulfilled.
‘What’s needed for parts / to be made from parts’
- WoP Stock is the quantity of an item currently listed on outstanding works orders – to be made from other stock items, or used to make other stock items.
‘What’s on order’
- POP stock is the quantity of an item currently listed on outstanding purchase orders. This is stock you are expecting to be delivered by suppliers.
SQLWorks can be configured to exclude Forward Orders from this number.
‘What I could have’
- Potential Stock is all your potential stock added together. This count represents the maximum amount of stock you would have if you fulfilled all outstanding customer orders, received all outstanding purchase orders and build all outstanding works orders.
- If you are using SQLWorks MRP, the Potential stock is the quantity that will be compared to your re-order level for each stock item (within your chosen time horizon) to inform whether additional stock needs to be purchased or manufactured.
Stock Quantities Overall:
For help and advice on SQLWorks’ Stock Control capabilities, please contact our team today.
If your business fields a lot of phone calls, accurate record keeping is an important part of your interactions with customers. SQLWorks includes a Phone Logs tool to keep track of calls, to manage workloads, and to produce valuable insights from this data.
The Phone Log itself can be found in the Navbar under CRM (1), and opens a table showing all recent phone logs to your business, who called, and other information. SQLWorks does not record audio from phone calls (unless uploaded), but creates a convenient admin trail for tracing calls and the work that was associated to them.
Pressing ‘F6’ at any time in SQLWorks opens the window to create a new phone log (2), and this can be launched quickly during/after a call. Choosing a company from your company’s list opens its lists of contacts, and the user can either select a known contact (automatically entering all their details) or right click on the contact list to add a new caller’s details.
Below this are fields for giving the detail from the call to a SQLWorks user within your company (e.g.: for assigning a new task) and you can choose a user/group to email with the call detail.
On the right hand side of the new call log window are tabs to simultaneously create new tasks, project links or sales leads using the data from the new phone log (3.) Each tab automatically copies across the data from the phone log, and provides the extra fields needed to also create these new entries, for example: task priority or lead conversion chance.
When new phone logs are saved, they are logged to the phone log table itself, and under each specific company’s Phone Logs tab in the company’s list. If used, the task, project and lead tables also receive the new entries.
SQLWorks phone log is an immensely versatile tool, which forms the backbone of a structured help desk or office environment – helping to keep track of call volumes, agent workloads and customer interaction. The phone log itself can be exported with timestamped entries for further analysis of busy periods or repeat customers, and by clicking ‘Reports’ users can produce reports on number of calls received from a list of companies.
The new phone log screen (remember: press F6!) can be customised extensively by the SQLWorks team to record information commonly taken over the phone from enquiries to your business, and to help you populate the task list, advance projects or manage sales leads elsewhere in SQLWorks more carefully.
For CRM support and advice, contact the SQLWorks team today.