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Demo of Building a Weldment Assembly in ProShop ERP

– [Instructor] In this short video, I’m gonna show you how we take a estimate for a welded assembly like this one we have here, turn it into a quote to the customer, place an order for it, turn it into a work order, and then order the component parts, which are on the bill of materials here to another vendor and then do the work on the welding itself. Alright, so I have basically built this estimate here, it’s fairly basic, we can see there is the second step, the process is ordering a laser cut kit of parts. And like I showed you they’re on the bill of materials here, and then we have some actual welding processes and testing and other things with setup times and runtimes per piece. So I’m gonna click Checkout right here. I’m quoting 10 pieces to them, if I click this little calculator button, it will pull in the right price automatically. Let’s say we’re gonna mark that up 20% as well, and I’m just gonna again click Save here. So now that that’s been pulled through, let’s go ahead and send a credit quote, until we can send our customer. So I’m gonna say we’re eight weeks, there’s the price we’re gonna quote them, I’m just gonna click Save. Alright, assuming that we’ve now emailed them a PDF of this, they’ve sent it back to us as a new order. We’re gonna come right up here, and we’re gonna launch a customer purchase order from this. So here it comes into our customer PO module, let’s give them a PO number, choose the address, and this is all good. Let’s say we’re gonna also just check off that we know we can make the dates, the pricing, everything’s good here, we’re gonna just doing some little contract review steps confirming that steps. So let’s go ahead and submit that, I think we’re good enough to go, and now we can issue a work order. So I’m gonna issue work order for those 10 pieces. Let’s say Adrian is the project manager, Annabel is gonna be the planner for it, and I can submit that new record. So now we have a work order. You notice we don’t have a part yet for this. So let’s go ahead and jump back into our quote and our estimate, and I’m gonna duplicate my estimate over into our part module just by clicking right here, and submitting that new record. And I’m gonna pull the operation components across from the estimate, and I’m gonna uncheck a couple of these things that we don’t actually need to do. And then we’re gonna go ahead and click Save. Okay, so now we have our part level, it’s connected to our estimate. It’s also connected to our work order right here, and we’re gonna finalize this work order. We only have a single routing step. So that’s easy, we’re just gonna click Save. ProShop supports multiple routing methods per part number. And you’ll notice right here I have this clipboard icon. So right here, I have all of my details about the items on my bill of materials that had pulled forward from my estimate, including descriptions and quantities and the vendor we’re gonna buy them from, part numbers and prices. Because there’s a status date here, that means this clipboard icon has turned blue, and that means it’s feeding into our purchasing system. So I’m gonna come right up here to my name, and I’m gonna go and add this into my shopping cart. I set up a shopping cart to handle my purchasing. Let’s go take a look at that. And if I see this shopping cart that’s here in green, I can click that link, and look at that there’s the work order inside that cart. So if I click right here on my cart’s bomb purchasing path, this takes me to a page where it extracts all the the items on my bill of materials that I might need to purchase. So there’s all our part numbers and descriptions, and quantities. The order that we placed was for 10 assemblies, and so these are 10 times part, and we can see those there over on the right hand side. So that’s what it’s suggesting we should order, we’re gonna go ahead and go to the next step. And it pulls in my vendor. Now of course Bay industries is already pre-selected, I could choose a different vendor, but I’m not going to in this case, cause that’s who I’m gonna buy it from. So we’re gonna go to the next and final step, where I can issue a purchase order. So it’s now pulled in the quantities, the vendors, the prices. I can click Create a purchase order, it fills in Bay industries, it fills in all my order numbers, descriptions, the work order itself, quantities and prices and dates. Now I can go ahead and click Save, and that’s now made this purchase order. So I am ready now to email this to my vendor. We also need to grab the files to send to them. So I’m gonna click right here on the work order, and click this link that says Part folder. This is gonna pull up the folder that ProShop automatically made, when we made this part number in the system. And I didn’t show you in the video, but when that happened, we grabbed and dumped these dxf files into that folder. So we can now grab those or the zip file of those, and we can send that along with the purchase order to our vendor. And you’ll notice that this icon is now yellow. That is linking in the purchasing status. It’s been ordered but not yet received over onto this PO. So if we click back here, here we are again. And let’s pretend for a moment that a week has passed, and we’re gonna now receive this item. So actually over in the receiving area, they would pull this up on their receiving dashboard, they would come visit the page, and they would check off these boxes, assuming that they had kind of going over quickly but received, inspected and released these parts. If there’s any certs associated, I could certainly attach those in here. But let’s go ahead and check these and show you the workflow. So that’s now all good. There’s no outstanding items, we’ve released all 120. If I come back to the work order here, you’ll notice that this clipboard is now green. And now we can actually proceed with the actual welding of the assembly. It’s clear to everyone that can see this work order that items are now in stock, and that work can proceed. So that’s just a quick little taste of how we can go from an estimate, and very quickly move all the way into order entry, create a Work Order, order those parts from a vendor, and then bring them back in. Hopefully that gives you a little idea of how ProShop would handle a situation like that. Thanks for watching.

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