MANAGING MATERIAL IN PROSHOP
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Video Transcript

– Hey, everybody. This is Paul with ProShop. And today on this little video, I wanna talk to you about managing material in ProShop. So a lot of ERP systems force you to make material inventory part numbers for any kind of material that you buy. And ProShop is a little bit more flexible, because sometimes it’s just not worth the hassle of doing that, but other times you definitely wanna do that. So I have two different examples today up on my screen. This part number right here is using what we call our part stock system. This is a little bit more ad hoc, right? We do not have a material part number in our database in the inventory system for this. This is some 60, 61 round bar, right? Cut to a certain length. I can just have some details here. I can even link in a vendor quote or multiples if you want. And when I buy this material is not an inventory item. So I’ll show you an example of a work order here. So here’s a work order for that same exact part number. There’s that material that we bought. If I click on this, it’ll show me the details. We bought this from Castle Metals, right? There is the item. We can take a quick peak at this item, and you’ll see that there’s the 6061 round bar. We bought 15 pieces of it. Now 10 of them went to this work order, right? This work order right here. We have five of them that are still available. So we bought a few extras. We didn’t use them up. They are gonna be labeled with this P.O number and line item number on our material remnant shelf, if you will. ProShop still identifies this extra material as inventory cost, even though there’s not an inventory line item specifically for that. Of course, we can still track material certs, traceability, all of that, no problem like we can with any material. So there’s an example of a part stock. Now I do also wanna point out, if you wanna go look and see, like when have I bought this in the past for this part number, you can click this little icon right here, and this will show us material purchasing history. So I can see what vendors I bought it from, what prices I’ve spent in the past, even the lead times of how long it took to get those items. So a nice rich history there. But anyway, so that is one method. That is what we call our part stock system. Let’s jump over here and look at a different part number. So this part number, you can see in part stock, it says NA, we’re not using that. Instead we have the material for this as an inventory item in our inventory system. So if we click on this bomb icon, now this one happens to be an assembly. So this has a whole bunch of things underneath it. But the first of which is this material. So this is organized in our COTS module. COTS stands for Commercial Off-The-Shelf. It’s basically an inventory table for anything that you would just buy off-the-shelf from a vendor, right? So we’re buying this material this way. Maybe we are buying some screwdrivers, right? That are gonna go into this assembly. Nuts and bolts, anything else like that would be managed this way. So if I go into the inventory page for this material, I can see the details about it. What size and shape and length and what kind of material it is. I can see my approved vendors for this, even the prices and lead times that they have currently with us. This of course shows me my current sort of inventory snapshot, as well as this little table here where we can see what we call our active inventory. So we purchased 100 of these bars on this vendor P.O from Coast Aluminum just a little while ago, and we’ve already been using those up on these other work orders. So we have complete traceability, of course as always where the material is coming from, where it’s going to, what’s remaining. And I can even see an example here of a vendor P.O that has been issued but has not yet been received. I know that’s the case because of the way these numbers are laid out. I have zero and then 25 in the brackets. The 25 is still what’s pending, the zero is what’s been received. As opposed to this one where all 100 pieces have been received, and there’s nothing else left to receive. Of course, I can also see my locations here as well, and if we go take a look at this vendor P.O. Just like it is with the part stock earlier, there is the material cert for traceability that’ll automatically link to any work orders that consume this material in the future. And ProShop is automatically tracking which work orders are using how much, and how much is remaining, and of course accurately dividing up the cost from inventory into whip, and then ultimately into finished goods. So that’s just a little bit of a snapshot of how we do raw materials in ProShop. So hopefully that’s useful. Reach out to us if you have any questions at all. Thanks.

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