e-Insight ERP Software for the Manufacturing Industry from Unified Solutions

	System Features System Features Overview: The e-Insight ERP application uses a very flexible database environment. It supports operation on Windows Servers, Novell Netware and Linux servers. The system is very scaleable and stable. The core data engine has been around for 20 plus years. It is a MultiValue environment – it allows multiple items per field, where defined, allows for variable length data fields expanding and contracting automatically and follows the real world – you have more than one address line and your buy more than one item. The product is the OpenInsight Development environment from Revelation Software, Westwood, NJ. It allows us to build full-featured products, with less code than most other products. It also allows us to quickly build new features and functions when our customers request. Sales Orders: System Generated Unique Key – no duplicate numbers Sales Order Date defaults to current day Search Sales Orders to locate old Orders via Options Button Start Date/Cancel Date option for Processing Orders to Retailers User Defined Ship via Field Choose which Warehouse to ship from Choose from 4 defined Freight Codes Credit Checking with auto-hold if exceed credit limit Order Status – New/Backorder/Closed/Cancelled Terms override on Sales Order basis – defaults to Customer assigned terms Notes available at Sales Order and per Line basis Terms Default from Customer Record Sales Lines display customer part number if defined Unit of Measure defaults from Part Master Price defaults to Part Master List Price, will update to quantity break if there is a Customer Part Price list Delivery and Scheduled dates allow for multiple lines Shows Receipt and Shipment info for easy lookup for Customer Service View Inventory, Parts Master, Customer Pricing, Part Drawing and MRP with simple button clicks in Lines View Customer and Contact history from Sales header View Customer Pricing Lookup Options on fields linking to Customer controlled support tables – button or F12 key for quick access Daily Results Snapshot – a form to display new SO for a day, AR, Receipts, PO’s, breakdown by customer, by product, and by product class, total orders, dollar value and estimated margins Gross Profit Summaries – by customer, by product and by sales person based on sales orders and invoices and costs based on BoM standards. Reports – there are many standard reports that can also be modified and adjusted for each organization. There are also reports specific to historical information. Setup – simple forms to enter data for supporting tables Sales Person – in-house or reps, setup commission rates Customer Pricing – set up pricing schedules for each customer by quantity breaks Purchase Orders: PO Number automatically assigned and is a unique number PO Date defaults to current day Log Buyer and/or Requisitioner Names Start Date/Cancel Date Fields for Shipping from Vendor Ship Via based on expandable table Tax Rate defaults from Company Data Vendor Order Address and Payment Address can be different Ship to address defaults to Company Ship Address, can be overwritten Terms Default to Vendor File PO Type can be Standard Vendor, Outside Processing or Other Define Scheduled Receipt Dates and Quantities for Multiple Shipments See Receipt Information on same form for easy review Notes can be at the header and/or line level See Part Master, MRP Info, Account and Drawings from button clicks See Work Orders assigned to line item View Vendor Record and Contact information from Header Form One form for regular PO or Outside Processing PO based on Status Print individual or batch PO’s Many predefined reports – all may be modified or new reports added easily Inventory/Parts: Every Part assigned to a Class or Group for easy reference Every Part assigned to a Cost Class for Costing updates Support for UPC numbers, customer part numbers, and company defined GTIN-14 Multiple Warehouses supported Locations company-defined and assigned to a warehouse Units of Measure very flexible – each/piece to thousands, cartons, pounds, kilograms – company can define and link together Company-defined Inventory Transaction Reasons to standardize and group for reporting purposes Part Type defined as Raw/Finished/Other to speed part lookups Part has a default Unit of Measure and also allows for Alternate Unit of Measures Flag Part as Purchased/Manufactured/Other Track Revision Letters and Dates Track ECO Letters and Dates Track Stock information – Order Quantity, Lead Times, Safety Stock, Maximum Order Quantity Enter Conversion Options – Pieces per Carton, Pounds per UoM, Counts per Pound, and Cube Enter carton dimensions for packing and EDI requirements Enter Preferred Vendors in Order Enter Standard or Outside Processing Descriptions Easily view Bill of Material, Routers, Units of Measure, MRP, Pricing and Drawings with simple mouse clicks Parts also provide default GL Account assignments – Sales, Receiving, COGS, Inventory accounts and more Enter Customers purchasing part and reference their part numbers View Transactions for part and history easily – warehouse, location, quantities in and out Receiving: Straightforward receipts entry – system defaults receipt number and date PO Lookup via popup list Enter Receiving Lot numbers in this form Enter receipt quantity – system compares to PO quantity for item View PO with mouse click Print Receipt list quickly View On-Time Receipts compared to scheduled dates Container Tracking – for receiving ocean-going/multi modal shipping containers, including shippers container number, PO’s associated, specific products, estimated and actual delivery dates. Assign Carton Id's on receipt or create at shipment time Shipping: System assigns Shipment number and ship date Easy entry of Freight Costs Ship Via based on company defaults Track number of cartons and weight Ship Address defaults to Sales Order but can be overwritten on request Quick entry of quantities from locations Option to Invoice Shipment directly View Sales Order Ship Schedule from Shipper View On-Time Shipments compared to Scheduled Dates Print Shipments quickly – individual or batch process Consolidated Distribution Center – aggregate SO’s based on customer distribution center, start date, due dates, sorted by sales orders, ship to location of Bill To, Distribution Center or Ship To Location. Create Shipment Records automatically from finalized Consolidation Entry Bill of Lading – data fed from consolidation records, totals by product, by NMFC code and by customer PO, total weight, number of cartons and cube. Print consolidated Manifests Direct Shipment details - vessel name, id, port of entry, type Print UCC-128/GTIN labels with proper routing Track Carton Level details of sales orders assigned, shipping Id, BoL ID, Consolidation ID, location movement, etc. Submit EDI 753 Routing Requests and Receive EDI 754 Routing Period Inventory Setup Cycle counting easily Year End Inventory Processing, including tags, reports, and such. RMA’s: The system has the ability to issue RMA’s with a system-generated id. Track Customer Order Number, Invoice Number Company Part number and Customer Part number tracking Notes field expandable for complete causes Track review by Quality Department, Reasons, Who Assigned to task and date Enter detail description of review Expandable fields for Discussion of Root Causes, Recommended Actions, Corrective Action Taken and Repair information. Production/Manufacturing Tracking: A strength of the system is the ability to track the manufacture of the products, including multiple machines and outside processing. Bill of Materials Enter Part Number then start adding components for the product Multi-level possible Enter Quantity required, Routing, Lead times, Alternate numbers, effective date, discontinued date, material cost Enter Reference Notes as needed. Generate Exploded BoM reports Routing Enter Route information including Production Line Number, Work Center, Operations, Labor Time, and Notes by Line. Re-sequence Lines when needed. Work Centers Enter Work Center name, description, total hours available, labor accounts plus rate per hour if know and needed. Operations Enter Operation Id, Description, time to perform the task, add the rate id for costing, type of operation. Where Used Lookup form to see where the item is used. Resources Entry Use to enter other resources available to use – enter id and full description, include burden percentages and amounts Rates Entry Use this to assign hourly rates to equipment including any overhead percentages. Work Orders Use to create the Work Order for a Specified Date and quantity. Use Multiple Notes fields to enter details for producing the product – some will print on the Work Order form, others are for internal system use. Track Changes Allow you to see completion information including total completed quantities Easily see related Work In Process, Bill of Materials, Routings, Inventory, MRP and Drawings from mouse clicks on buttons. Close Work Orders Easily done, assigns a closing number associated with the work order number. Displays details on Warehouse and quantities of completed products, and see raw material details. Enter the Lot Number for the Work Order here Report the completed quantities. Corrective Actions Requests Track in process status of corrective action requests (CAR’s). Enter details on evaluation and fixes for the issue Track who was assigned, RMA# and part information. Set status for Open/Closed CAR Generate reports to view details for Open/Closed/All Customer Pricing Use this form to enter the part number and customer plus the price for defined buckets, with override capability to defined different buckets for a particular part. Easy look up for part and customer when handling calls or verifying current pricing for a customer. System checks list price and customer price and will update the price for the order. Each line has override option. Financial System: The product has a full-featured accounting/financial system included. Accounts Receivable Use the batch Invoicer process to generate invoices for all shipments for the day. Able to override in Edit Invoice mode or to enter manual invoices Pulls data from Sales Order View Payment history from the AR form. Check Credit status on entry Aging Reports Create EDI 810’s by Bill of Lading or all for a Date Create EDI 810 for Factoring of Invoices Cash Receipts Separate module to track cash receipts and posting Intuitive data entry – enter check number and amount, system locates outstanding AR to apply cash to. Can apply cash multiple times to an invoice Creates Cash Receipts journals Individual Deposit Slips to aggregate customer receipts and/or cash Accounts Payable Enter Vendor Invoices via Voucher form System calculates pay date based on invoice date and terms Enter Vendor Invoice Number and Date Enter PO Number or Receipt Number and system will pull in line detail Assign Accounts on a per line basis – easy lookup via double click or F12 Option View Past Payment on Vendor Invoice quickly Aging Reports Cash Disbursements Choose bank and account to pay from – defaults to bank info from Company defaults Easy data entry Print Individual checks or batch mode. Easily Reconcile disbursements Set payable status – open/closed/hold/temporary hold/pay immediately Checks can be top/middle/bottom and defined in company defaults Void Open Checks Bank Accounts Enter Banks where accounts reside and contact information Enter multiple Accounts per Bank Assign default Operating Account Tracks last check number used Tax Authorities Enter details for taxing authorities – state, local, school, homestead, etc. Enter rates for taxes Combine to get complete flexibility for tax for each state. Terms Pay terms easily defined and setup Handles net days, discount days, percents Use for Vendors and for Customer General Ledger Enter GL Codes easily – open format to allow sub accounts and multiple segments Length of Code can be over 30 if needed View GL Detail easily Enter GL Journal quickly Recurring Journal Entries easy to setup and reverse Multiple Period Processing Multi-Company setup Print Trial Balance Financial Statement flexibility – print or export to Excel or similar spreadsheet Define Sum Accounts Budgeting Enter budget amounts by GL code for fiscal periods Flexible viewing Year End Processing Follow a simple end of year step-by-step process to close the year Keeps transactions for years Allows for easily re-generation of prior period details and reports Reporting: There are over 150 standard reports in the system More are added regularly. Reports initially go to screen for viewing prior to sending to printer Can be defaulted to print directly to system default printer Reports can be Archived, create PDF’s, create HTML, export to Spreadsheet A Development copy of the Reporting tool can be added as an extra cost option. Administration: Enter Users, Security and Menus from easy to use forms. Passwords and access defined in these forms New Menus can be easily developed for departments and specific individuals. Updates and Changes to the system are easily applied via our Update Utility form. Users may not have to exit the system totally when this is run, depending on type of update. Setup: Easily setup the system via the INIT menu – has all the forms required in order to enter the base data to start using. Company defaults, bank accounts, GL accounts, warehouse(s), units of measure, tax information, pay terms, salespeople, customer and vendor information, part classes, cost classes, start entering part via the part master, ship via types and receipt status codes. All the forms exist on the normal processing menus; this INIT menu just places these in one place in the correct order to configure the system quickly to be up and running. Other System Info: Source Code Included – you will have a complete copy of the source code of the product on a pc in your office upon implementation of e-Insight ERP. A development copy of OpenInsight required to access this information Multi-User capable Windows 2003/2008 Server/Windows XP Server environments supported currently, via TCP/IP protocol. Linux option available Works with Terminal Services or Citrix configuration for multiple sites or traveling users Scale up using IBM’s Universe for larger, multi-site installations e-Commerce ready: Customer/Vendor lookups HTML, SHTML or Java Options Requires a web server on site and running OpenInsight as well. You tell us what you want it to look like and we will make it happen. Spawn multiple engines to handle large requests. XML: Our product does XML. XML and MultiValue are made for each other. XML is string manipulation. MultiValue is string manipulation. Hierarchical data in XML is our MultiValue strength. XML Import/Export Utility – creates schemas and used to define new imports Bring the data in as a string or parse into fields in the database. Integrated with: Loftware Print Server – print bar code labels, receipt or UCC-128 compliant, RFID-Ready when you need to meet customer demands. Easily print 1,000’s of labels per day (depends on number and speed of printers), route to local or internet attached bar code label printers from most printer manufacturers. All bar code printing sent to Print Server for processing Scales up for high volume, multiple printers and multiple locations Choose which printer at time of label generation Print over TCP/IP and Internet for offsite locations Label formats are designed and stored in Loftware See www.loftware.com for details. SmartBoL from ADi Data International – print Standard VICS Bill of Lading, handles Master BoL’s and sub-BoL’s SmartBoL maintains VICS compliant formats, custom formats Export data to SmartBoL server to print on plain paper Supports bar code on BoL Wireless Scanners – Support almost any Windows CE based scanner Custom Menu structure for your requirements Utilizes Internet and Web Server to interface to data Dependant on antenna coverage in your warehouse Option to store data to internal SD Cards if available Use Scanner to move product to new locations Use Scanner to assign product to Consolidation Records and BoL’s EDI: EDI integrated using FrEDI from User Friendly Systems Process Daily EDI 850 Sales Orders into SO table, includes various pre-import reports Export EDI 856 ASN’s for BoL, EDI 810 Invoices Daily EDI format forms to allow processing by Customer Other EDI Documents Supported includes 812, 816, 820, 824, 830, 852, 860, 864, 869, 870 and 997 Import for reporting and printing of results Supports 4010 and 4030 standards, plus dial-up access, ftp support, vpn support and ANSI X12, AS2 and EDIFACT Will Integrate with: Microsoft Office compatible for sharing data Reporting can be enhanced via Crystal Reports and the ODBC driver PDA’s such as Palm units can be used via customization process Supply Chain integration – let us know what your vendors require, and we can make it happen quickly. All systems are different and you cannot ‘preprogram’ the solution for every company. Payroll – We can integrate with various payroll applications on the market, or work with you on developing the steps to enter your payroll from third party vendors such as ADP, Paychex, Optimum Solutions etc. Volume Estimates: Easily handle 5,000 EDI 850 Orders per day 20-40 outbound trailers with BoL’s daily Shipment of additional 20 trailers per day from remote warehouses Receive 10 or more inbound shipping containers per day Process 1,000’s of EDI 856 ASN’s and 810 Invoices per day Largest install has approximately 25,000 skus Tracks 390,000 unique cartons in multiple warehouses/locations, plus history on 1,000,000+ Supports multiple shipping locations for customers – approximately 9,000 ship to locations Please contact us for further information or a demo.

System Features