Insite Software Solutions (ISS)

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Advanced ShopKeeper

Estimating

Material Control & Receiving
Proposals

Delivery Schedule
Jobs

Shipping
Data Collection

Time Line Shortage List (MRP Advisory)
Part Master

Assembly Features

Accounting

Ethan J. Hartsell, A&D Precision, Inc., Fremont, CA
"A&D has relied on ISS's Shopkeeper as its ERP system for over 10 years. Beyond simply providing us with robust shop management tools, Shopkeeper's integrated materials, quality control and job costing modules are critical to our success at managing complex assembly builds with multi-level bill of materials, some in excess of 1,000 lines items. Though there are many small business manufacturing ERP solutions on the market for several times the cost, there are none better than Shopkeeper."

ShopKeeper has far too many features to list completely. Call and arrange a Demo so we can show you how ShopKeeper can be implemented to suit your needs.

Estimating -
- Part Masters are automatically built as the quote is prepared
- Calculates costs for multiple quantities
- Separate markups may be used for Labor, subcontract, material and hardware as well as for each quantity calculated
- Overall markup or "difficulty factor" available for final price adjustments
- Links to Proposal screen to generate complete customizable customer proposal

Proposals -
- Combine multiple estimates with additional notes to provide a clean response to customers RFQ

Jobs -
Too many time saving and accuracy enhancing features to list - some highlights:
- Job creation and real time status can be managed from a single screen
- Multiple releases and multiple shipments in any combination
- Pull from Stock and Make for Stock Jobs simplify creation and tracking of contract orders, mrp report to determine if current MFS jobs will meet current commitments
- Due dates are independent of internal releases
- Manufacturing Operations and Material Requirements are copied from the part master, time and quantity requirements are automatically calculated based on order quantity, but may be modified for each job/release
- Automatic "change order" tracking
- Quick Lookup to find all jobs using the same part number as the job being viewed
- Numerous Traveler options and customizable items
- Print Material Tracking sheet, BOM list, Pictures, and Certification sheets and other documents with Traveler (Router)
- Single scan barcode on traveler for data collection
- Display finished and unfinished inventory for quick assessment of build requirements

Data Collection -
- Quick, easy, and accurate data collection for real time status and job costing

Part Master -
- Separate Part Masters for each Part Number, Rev, and Production type -
- Drawings, images, and other documents may be attached to each Part Master
- Raw material requirements may be picked from a customer defined list of materials and shapes
- BOM or hardware requirements may be picked from a library of common parts
- Tooling and fixture tracking

Material Control & Receiving -
- Raw Material/Bill of Material requirements generated when job is created
- PO Lines for Raw Material, BOM (Hardware), or Subcontractor requirements may be automatically linked to the jobs for accurate job costing
- Purchase Order status feeds to the Delivery schedule to show material "on order" or "received" and ready for shop production
- PO lines may be created from "Pick List" of Job Allocated material, subcontract requirements, or BOM requirements
- Bill of material items may be bought to inventory or the job
- Detailed process specifications and instructions can be carried forward from the Part Master to the PO line. Prices can be filled in automatically from estimates
- Receiving Reject Mode handles returned of defective material cleanly and simply
- Shortage Report to determine purchasing requirements
- Unfinished goods inventory for tracking partially completed parts
- Automatic optional multilevel stock removal at any level in BOM
- FIFO, LIFO, Standard Cost or Average cost tracking
- Partial stock removal capability both by assembly and/or individual parts
- What-If shortage list generated for checking additional assembly sales possibilities

Delivery Schedule -
- A partial list of Delivery Schedule options/features
- Sort by due date
- Sort by Customer/due date
- Sort by outside processes to plan jobs with like process needs
- Select like part number grouping for better shop work planning
- Select Job Status display and thumbnail part picture printing
- Display ops completed/ops remaining, time completed/time remaining

Shipping -
- Feeds shipped but unbilled data to the accounting package - Peachtree and/or QuickBooks for invoicing
- "Reject" mode to track customer returned parts
- Links to inventory to pull parts from or send parts to stock
- Spare parts may be optionally assigned to future shipments of other jobs instead of transferring to inventory

Time Line Shortage List (MRP Advisory) -
- Time Line shortage list generated considering the following factors:
  - Quantities already in inventory
  - In house assembly job start date
  - Indented Sub assembly build time
  - Purchase Order expexted due dates for parts from vendors
  - In house assembly parts due dates for parts built in your shop
  - Inventory item lead times
  - Additional saftey time factor
  - Each Inventory item can be checked for current and future shortages based on the above factors
  - Buy List linked to Purchasing for shortage fulfillment
  - What-If shortage list generated for checking additional assembly sales possibilities

Assembly Features -
- One click creation of all jobs required to build all manufactured parts and subassemblies in a top level assembly
- Raw Material, BOM and Labor tracking reports for complete assemblies
- Inventory item lead times
- Gantt chart status of jobs by assembly or customer's PO number
- Inventory item lead times
- Top Down single screen multi level BOM creation
- Inventory item lead times
- Number of Assembly levels unlimited
- Inventory item lead times
- List and Tree Views of Assemblies for easy management
- Inventory item lead times
- Semi-Automatic Rev changes for speed and accuracy of ECs
- Inventory item lead times
- Automatic top down multilevel allocation for material requirements planning
- Inventory item lead times
- Optional Assembly quoting program for single quote creation of all assemblies, subassemblies and parts (see Advanced Assembly Quoting under modules)

Accounting -
- You may purchase the integrated ShopKeeper Accounting module or use the included interface with Peachtree and Quickbooks

National Tooling & Machining Association