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