Consulting & Training Bundles Packages
Efficient and Effective Quote and Order Processing
Discounted Pricing: $2808 (excludes optional classes) $495 Savings
Training
Track 1: Quote Processing
Track 2: Order Processing
Track 2.5: Assembly Level Job Creation* (optional)
JobBOSS Sales Order Processing- Flexibility in Order Processing* (optional)
*Optional classes can be added to the quote separately and discounted by 15%
2 days onsite (16 hours)
- Analysis of costing methods
- Analysis of work center rates
- Building detailed quotes (Time and Material + Markup or Profit %)
- Request for quotes from vendors
- Reporting and monitoring of open quotes
- Discuss different purchase order types received (MTO, MTS, Contract Orders)
- Releases vs multiple delivery dates
- Pros and cons of linking jobs to sales orders (if module owned)
Audience: Shop owner/President, Cost Accounting Resource/Controller, Estimating/Quoting Department, Order Entry/Office Manager
Essentials to Increasing On Time Deliveries
Discounted Pricing: $3318 - $586 Savings
Training
Track 3: Scheduling
JobBOSS ShopBOSS Scheduling Essentials
2 days onsite (16 hours)
- Analysis of existing late jobs
- Analysis of estimated routings
- Analysis of job time collection
- Material planning and outside services
- Infinite vs finite scheduling
- Scheduling by exception
- Managing “hot” new orders with existing WIP
- Proactive vs reactive scheduling
- Job splits vs releases
Audience: Production Control resource, Purchasing
Streamlining Material Management
Discounted Pricing: $2808 - $495 Savings
Training
Track 4: Material Management
2 days onsite (16 hours)
- Evaluating current material set up, purchasing and inventory reports (data clean-up)
- Purchasing
- Pros of creating material library records vs miscellaneous
- Inventory control
- Raw material naming conventions and set up
- Managing inventory of cut lengths of raw stock
- Lot control benefits for costing and material tracking purposes
- BOM creation, (quotes, jobs, templates)
- Vendor requests for quotes
- Mins/Max/Reorder points
- Buying to stock vs buying to the job recommendations
- Inventory costing preference settings
- Material planning module and report (FG and purchased items)
Audience: Purchasing Agent/Buyer, Controller/Owner, Order Entry