Del Mar Data Systems Shop Management Software

1. Del Mar Data SystemsShop Management Software Full Featured, Industrial Strength, Network Ready Software for Job Shops and Build to Order Manufacturers www.windowareaccounting.net

2. Overview Quote the Job Take the Order Schedule Deliveries Plan the Job Purchase Material Track the Job Job Cost Ship and Invoice Del Mar Data Systems shop management software is an affordable yet powerful solution for the small to medium sized shop. This demonstration follows the same sequence a job would follow, starting with the quote and ending with shipment and follow up. Use the arrows at the bottom of each screen to navigate from screen to screen. Use the to jump directly to a specific section. To exit the presentation, hit the ESC key. Internet Follow Up Sample Reports www.windowareaccounting.net

3. Quote the Job The Quotation screen is used to prepare and print the quote Use the Materials Requirements Calculator and the Quote Cost Estimate screens to help build up the quote Click here to automatically turn a quote into an order www.windowareaccounting.net

4. Quote the Job The Materials Requirement Calculator helps estimate material costs. Select material, enter cost per pound, define the part specifications to calculate material needed and estimated material cost. www.windowareaccounting.net

5. Quote the Job The Quote Estimate Worksheet function is to define the processes and calculate the estimated costs for each step required to manufacture the part. Enter a fixed cost and the estimated cost per piece Compute the estimated cost for up to 5 different quantities www.windowareaccounting.net

6. Quote the Job The quote can be printed, emailed, or faxed www.windowareaccounting.net

7. Take the Order Order Entry is used to enter, ship, and invoice an order. Basic order header information Separate ship to and bill to address. Multiple ship to’s per customer Order line items. Multiple lines per order Lets you quick plan the job & print a traveler now! www.windowareaccounting.net

8. Schedule Deliveries Each order line item can have an unlimited number of delivery dates. Each schedule date can have it’s own unique PO number Schedule multiple delivery dates per order line item www.windowareaccounting.net

9. Plan the Job A Master Planning is defined for each part. Operation number, work center, description, setup, and runtime for each step of the planning is defined here. Once a master planning is defined, a job can be ‘quick planned’ directly from the Order Entry screen. The work center operations templates can be used to quickly create a master planning for a part www.windowareaccounting.net

10. Plan the Job The Work Center Update screen is used to define each work center in the shop. Each work center has specifications to describe a variety of standard templates used to quickly plan jobs. www.windowareaccounting.net

11. Plan the Job Revision History screen allows you to maintain a complete part revision history. Keep track of rev, date revised, reason for change, and changed by. www.windowareaccounting.net

12. Plan the Job The Schedule Jobs screen uses the part master planning to schedule the job and a print the shop traveler. Enter the due date and the system will schedule the job based upon the setup and run time of each operations. Define non-work days in the holiday schedule in the Control File to exclude those days from the schedule As operations are completed, they drop off the schedule. The remaining operations can be rescheduled at any time by adjusting the release quantity and due date, then recalculate www.windowareaccounting.net

13. Plan the Job Example of a printed traveler Bar Code technology is used to track job status and capture labor costs www.windowareaccounting.net

14. Purchasing The Purchase Order screen is used to create purchase orders. A PO can have multiple line items. Items may be purchased for a specific job or for inventory. Separate PO and Stock quantity lets you purchase and stock in different units of measure, such as purchasing in lbs and stocking in bars. You can define a library of standard boilerplate notes to easily drag and drop on to a PO www.windowareaccounting.net

15. Purchasing Part Purchase History Order screen provides a purchase history listing, in part number order. Find a vendor, compare vendor prices and delivery performance . www.windowareaccounting.net

16. Purchasing PO Inquiry by Vendor screen provides a purchase history listing, in part number order, for a specific vendor. www.windowareaccounting.net

17. Purchasing The PO Inventory Receipt/Rejection screen is used to receive purchased items into inventory. This screen is also used to reject previously received items. Rejection automatically reopens the PO. Click here to receive all items on the PO complete www.windowareaccounting.net

18. Job Tracking The Open Job by Due Date screen provide a quick glance of all open jobs in due date order. Click here to drill down and view job details. www.windowareaccounting.net

19. Job Tracking The Work Center Load screen provide a quick glance of all open job operations scheduled to be run in a specific work center, in due date order. Displays the total hours scheduled in the work center www.windowareaccounting.net

20. JobTracking The Production Schedule report lists all open jobs, remaining operations with schedule dates work center, hours, est. completion date and day. Quickly spot past due jobs www.windowareaccounting.net

21. JobTracking The Capacity Schedule reports all open jobs by work center This report ‘spreads’ the scheduled hours to show where each work center is over or under scheduled. www.windowareaccounting.net

22. Job Tracking The Schedule Jobs screen is also a job tracking tool. As operations are completed, they automatically drop off the screen. Bar Code is not required to use our software. Simply click DONE when op is completed and it will drop off the schedule www.windowareaccounting.net

23. Job Tracking The Data Collection screen is used by employees to clock into and out of job operations. Enter number of pieces completed so the system knows when the operation is complete Employees can clock into multiple jobs at the same time www.windowareaccounting.net

24. Job Tracking The Employee / Job Inquiry screen displays all employees currently clocked in, job/operation currently being worked, and the date/time job/operation was started. Shop foreman can review/adjust times should an employee not clock out at shift end www.windowareaccounting.net

25. Job Tracking The Work Center Load screen provide a quick glance of all open job operations scheduled to be run in a specific work center, sorted by run date. Bar Code is not required to use our software. Simply click DEL when op is completed and it will drop off the schedule www.windowareaccounting.net

26. Job Cost There are 4 elements of job cost; Material, Labor, Burden, and Outside Process. Labor and burden costs are captured using the data collection screen. Material costs are charged when items are issued from inventory. Items purchased directly for a job and outside processing costs are charged to the job through the Purchasing and Accounts Payable modules. www.windowareaccounting.net

27. Job Cost The Employee Update screen is used to define an employee number, labor rate, and shift start and end time. An employee badge with bar code can be printed for use with bar code tracking. The labor rate is used to calculate the labor portion of job costs. In the utility section, you can set a limit to the number of minutes an employee can clock in early or late. (default is 15 minutes). If the employee clocks in or out within the limit, the time automatically adjusts to the shift start or end time www.windowareaccounting.net

28. Job Cost Define the burden rate of the work center. The burden rate can be an hourly rate, a calculated percentage of the labor cost or a combined (labor + burden) cost www.windowareaccounting.net

29. Job Cost The Job Cost Update screen can be used to manually enter or adjust job costs www.windowareaccounting.net

30. Job Cost The Job Cost screen displays a detailed accounting of all costs accumulated against a job. www.windowareaccounting.net

31. Ship/Invoice The Shipment Entry screen is used by the shipping department to ship orders and print a shipper /packing slip. No pricing is displayed on this screen and editing is limited to freight, ship via, and quantity shipped. These functions can also be performed on the Order Entry screen. www.windowareaccounting.net

32. Ship/Invoice The ORDER VIEW ALL screen displays a summary of the status of all line items on an order www.windowareaccounting.net

33. Internet Follow up This is a web based screen which allows you to post order status and shipments to the Internet. This allows your customers to follow up on the status of their orders anytime of the day or night. Customer access is restricted to their orders only. www.windowareaccounting.net

34. Sample Reports The Del Mar Shop Management software includes a comprehensive reporting system. All reports include a selection screen similar to the example seen here. All reports have the option to be viewed to the screen prior to printing. A viewed report can be printed entirely, print a single page, or a range of pages. Following is a small sample of the many reports available. Additionally, there is a report writer which allows you to construct your own reports. These reports can be printed or exported to other applications such as Microsoft Excel. In the above example, the user can select a range of customers combined with a range of due dates and select to sort or group the report by customer, by due date, or by part number and choose to include or exclude dollar amounts. This means that this one report can be viewed in 6 variations.. www.windowareaccounting.net

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46. Del Mar Data Systems Thank you for taking a tour of our shop management software. Should you require additional information, visit the website at: www.windowareaccounting.net Or write to: Del Mar Data Systems 1442 Lincoln Ave Suite 351 Orange, CA 92865 (714) 282 8639 Hit the ESC key to end the demonstration www.windowareaccounting.net