Enterprise IQ

Packing Slip & Shipping Management Module

An accurate packing slip and shipping management are critical to an organization’s cash flow, as shipments typically start the invoicing process. It is also an essential link in the supply chain. The EnterpriseIQ ERP ( previously IQMS) software product shipping management solution ensures that distribution companies have all the tools they need to organize the shipping department, meet shipping requirements and respond to customers’ needs. It is here that pick tickets can be created, packing slips are generated, reports on shipments can be printed, and returns authorized.

• Automatically convert sales orders to a pick ticket to indicate shipment information as well as inventory locations and quantities prior to packing slip generation.
  Easily create packing slips with the conversion from orders, simple drag-and-drop functionality, or manual entry.
• Each Packing Slip can contain multiple line items, even from multiple orders.
• Instant access to actual orders allows cross-checking to ensure packing slip accuracy.
• Automatic communication links to UPS® Online WorldShip® and FedEx® Ship Manager® provide up-to-date shipping charges.
• Unlimited Ship-to addresses.
• Schedule shipments by ship-to location.
• Print labels for any type of item, including non-manufactured items that have been added to the packing slip.
• Bill of Ladings may be printed for a single packing slip, or a single BOL may be created for multiple packing slips.
• Advance Shipping Notice (ASN) generation sends prior notice of shipment details, including packing slip information, shipment destination, terms of payment, carton/weight information, and more.
• Container Management monitors the volume and weight of boxes and pallets that can fit into the container/trailer. As items are added or removed to the pick ticket, the calculations will recalculate.
• Certificate of Conformance can be generated automatically and will include the packing slip information, including all associated items consumed in lower-level BOMs, and transaction log details for those items.
• Powerful shipping/pick list reports provide a snapshot of orders, inventories, and due dates.

Quoting and Estimating Module

Start the entire process with a fast and accurate quote. Whether requested over the phone, by e‑mail, or via the web through the Customer Web Portal, accurate and reliable quotes are the end result of EnterpriseIQ manufacturing ERP software.

The EnterpriseIQ Estimating and Quoting function takes into account all aspects of the process manufacturing quoting process, including material, overhead, labor, outsourced operations, commission calculations, and miscellaneous additional fees. Because all EnterpriseIQ ERP systems and MES software modules are designed on a single database, the quote is developed based on true, expected costs, material price comparison, tooling and equipment amortization, and more. Once approved, the quote can quickly be converted into a BOM and ordered with the click of a button.

• A flexible inventory interface allows the user to use existing master inventory items and price books or create items on the fly that are not part of the master inventory.
• Unlimited Quote Routings enable quote price optimization through price & cost comparison, flexible markup capacity, unlimited price breaks, and variable markup capabilities.
• RFQ log allows users to manage and track quotes online and through a series of reports.
• Create​“quote only” invoices on the fly without affecting the master file.
• Flexible Commission Calculations allow multiple commission levels based on the part and the salesperson selected.
• Create custom, user-defined Quote Forms in Excel or Word for data that is to be exported on a regular basis
• Add and plan single-level raw materials or blends that are not a part of the master inventory.
• Include excess material (i.e., scrap, regrind, waste, skeleton) calculations for more accurate consumption estimating.
• Create quotes for Family (set) or individual items.
• Modify inventory costs for quoting purposes without affecting the master inventory.
• Link unlimited parts into a single quote.
• Link unlimited packaging and inserts into a quote to cover all costs.
• “What if” scenarios modify markup rates on the fly to take advantage of various schemes.
• Send quotes via fax, printer or e‑mail, or the web.
• Create quotes for multiple manufacturing types (manufactured, outsourced, assembly, etc.).

Sales Orders Module

EnterpriseIQ Sales Order Management Manufacturing ERP software allows manufacturing companies to create and manage all orders from a single screen within the ERP system. Taking it one step further, users also can get real-time production monitoring, inventory status, capable to promise, previous shipments, and change order information with just a click of the mouse. Convert quotations to orders instantly, whether entered internally or externally via the web. The quote-to-order process is more efficient because re-keying quote information is unnecessary, thereby eliminating data entry errors.

The EnterpriseIQ enterprise resource planning single database methodology takes Order Management beyond a simple order entry system with instant access to information in other ERP modules. Link directly from the initial order to the actual cost source (Project, PLM, Preventative Maintenance, etc.). Ensure account receivable validation and quality control with access to Returns, Warranty information, Quality warnings, billing history, and more.

• Built-in Available-to-Promise (ATP) and Capable-To- Promise (CTP) analyze both open orders and inventory when building work orders, ensuring only parts needed (as indicated on the quotation) are produced
• Extensive commission and analytic tools help identify trends and profitability by product, business unit, and salesperson
• Quick and easy order entry with pull-down menus and previous order history, including ship-to, bill-to, pricing/quantity discounts, and more
• Flexible pricing and discount options, including customer-specific pricing, tier pricing, and other discount terms
• Cumulative or blanket release management to support the most stringent automotive, medical, and other industry requirements. Includes cumulative release and R.A.N./KanBan Number tracking.
• Each order can contain a combination of taxable, nontaxable, miscellaneous, and commission-based items.
• Credit Card processing of payments taken through the order department or submitted electronically via the web portal
• EDI functionality allows importing of orders and releases automatically or flagged according to user-defined flexibility rule
• Complete Return Material Authorizations with links to CAR/CAPA, ECOs, and MRB
• Warranty Tracking
• Complete Credit Management monitors credit limits, credit holds, and other hold conditions
• Color-coding for quick visual recognition and links to immediate shipping and invoicing information
• Turn orders into pick tickets, packing slips, or invoices with a single click or generated later individually or in a batch.