Insite Software Solutions (ISS)

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Standard ShopKeeper
(Appropriate for 5-20 person shop without assembly requirements)

Estimating
Proposals
Jobs
Data Collection
Part Master
Material Control & Receiving
Delivery Schedule
Shipping
Accounting

Dave Mortenson, Quality Manager Clean Sciences, Inc. Fremont, Ca
"I personally have used Shopkeeper for years and implemented again when I joined Clean Sciences in 2005. We are a Precision Cleaning service that specializes in Quick-Turn delivery. Shopkeeper is fast ,easy,efficient and affordable. More importantly, the fact that it can be modified to meet our specific business needs made Shopkeeper a real easy choice when it came time to upgrade our outdated operating system. I highly recommend it for small to medium job shops and Metal Finishers."

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

Accounting -

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

National Tooling & Machining Association