JobBOSS Shop Management Solution

Lot and Serial Control Module

The Lot tracking module in JobBOSS ERP systems is used to control and monitor, from receipt to shipment, the assignment of lot numbers to a batch of purchased parts. Once a part has been flagged as requiring lot control, jobBOSS maintains an audit trail from when it is received from the vendor until it is shipped to the customer. All information on a specific lot can be accessed instantly.

With the optional Serial Control module in the JobBOSS enterprise resource planning solution, trace produced parts from cradle to grave through production, including when the part was manufactured, on which work center, and by whom. In addition, purchased parts may also be serial-controlled.

• Build Lot and Serial Traceability
• As-Built Configuration to Meet FDA, FAA, and Government Contract Requirements

Material Control Module

Whether a job shop manages large inventories or purchases directly to the job, detailed material requirements planning data is available from within JobBOSS software whenever the shop schedule is updated. Material due dates may be driven off of lead time, or the shop/work center needs to maintain lean inventories.

Job Shop Functionality provided:

• Purchasing
• Receiving
• Material and Location Adjustments
• Transfers to Finished Goods Inventories

Job Entry Module

JobBOSS software gives the most flexibility for managing incoming orders of any job shop management package on the market, including a comprehensive sales order processing module driving supply and demand visibility of standard products or streamlined job entry for custom, make-to-order parts, which will be shipped directly from work-in-process. One-time orders for prototype parts or blanket orders for Kanban, or yearly contract orders can be managed efficiently and effectively.

Sales Order Processing Module

JobBOSS software solutions give the most flexibility for managing incoming orders of any job shop management package on the market, including a comprehensive sales order processing module driving supply and demand visibility of standard products or streamlined job entry for custom, make-to-order parts, which will be shipped directly from work-in-process. One-time orders for prototype parts or blanket orders for Kanban, or yearly contract orders can be managed efficiently and effectively with JobBOSS ERP.

Accounts Payable Module

JobBOSS Accounts Payable helps to maintain tight control over expenses with up-to-the-minute information about payables, easy management of your vendors, and effort-saving automation of many routine or complex tasks that provides a great return on investment.

• Input vendor invoices and tie them to outstanding purchase orders, job receipts, or expense them to the appropriate general ledger accounts.
• Automate check writing with cash requirements reporting based on user-defined criteria and easily select documents for payment processing.
• Comprehensive vendor purchase and payment information available for analysis.
• Use a comprehensive suite of reports that can be sorted by calendar or fiscal year with on-screen display and search, or combine with Crystal Reports for greater reporting flexibility and power.

Accounts Receivable Module

JobBOSS Accounts Receivables module track invoices, process receipts, analyze customer activity, and integrates seamlessly with the Job Control module.

• View un-posted, posted, and historical transactions, plus complete customer, period sales, yearly sales, payment history, and receivables summary information.
• Track the customer information to improve sales and customer service, including ship to, bill to, and statement to addresses; and credit limit, payment terms, and account history.
• Automate customer progress payments by creating schedules and authorizing invoicing and collection of cash.
• Analyze your sales performance with receivables tracking for each salesperson or sales territory, including commissions, commissioned sales, noncommissioned sales, and cost of sales for the year to date.
• Automate processes for writing off and adjusting overpayments and underpayments, as well as create and apply debit and credit documents for open balances.
• Use a comprehensive suite of reports that can be sorted by calendar or fiscal year with on-screen display and search, or combine with Crystal Reports for greater reporting flexibility and power.

General Ledger Module

JobBOSS General Ledger manages the financial core of the shop with intelligent accounting and analysis capabilities that present the vital information every shop needs to manage its cash flow and profitability.

• Multi-currency capabilities through the sub-ledgers into the base currency in General Ledger.
• Budgeting capabilities with the ability to create budgets from scratch or based on the previous year’s budget or actual results.
• Create additional regular, recurring, auto-reversing, or year-to-date correcting entries as needed.
• Focus on key financial data with a comprehensive suite of reports.

Payroll Module

JobBOSS Payroll handles the processing of all employees’ paychecks and provides necessary company and US governmental reporting. Employee information, including deduction options, eligibility dates, and other employee personnel information, may be tracked.

JobBOSS Payroll may be directly interfaced with the real-time data collection system so that adjustments are minimal, and in most cases, after a brief review, checks may be printed and then posted. 

Quality Management Module

Compliance and quality management are critical for every small and mid-sized manufacturer. JobBOSS software solutions ensure that you are shipping quality parts and managing all quality processes with a quality management system tightly integrated with your job shop floor management system to help you maintain complete control of quality.

• Automate and manage your quality-related business processes
• Document non-conformances and corrective actions
• Maintain histories of equipment and gage calibration
• Control quality-related documentation, including revision history
• Meet ISO9000, Six Sigma, and other unique industry and customer-specific requirements

Shop Floor Control Module

Maximize throughput by knowing exactly where the shop problems are before they become a problem, and experiment with​“what-if” scenarios to explore the impact of changes before actually committing the change to the shop floor.

Starting in the quoting module with the​“what-if” scheduling feature to determine the capability to promise and continuing with the robust shop floor control module, the shop foreman can experiment with finite or infinite planning models to determine the best solution to a given scheduling issue with JobBOSS.

In addition, the intuitive program white-board visual scheduler comes standard with the JobBOSS Professional Edition so that you can readily determine the best course of action through adjusting shift scheduling hours on the fly, dragging and dropping work to another day or another work center, or adjusting the available machine or personnel resources committed to a shift. In addition, to readily see the impact on a given order, know the impact on the entire shop with the key business indicators on the ShopBOSS Dashboard.

ShopView Module Offers Real-Time Data Collection Functionality

Review up-to-the-minute information regarding order and job status to the operation and material level at any time with ShopView within JobBOSS for improved inventory control. Coupled with real-time data collection, provide your customers with real-time status information on orders at any point in the production process.

Customer Relationship Management Overview

Extend your control beyond basic job shop management with JobBOSS ERP to analyzing and managing customer relationships to ensure that every interaction is a memorable one. With a CRM system tightly integrated with the leading shop floor management solution, every modern job shop owner can improve business decisions and

• Organize and simplify the process of managing your customer relationships.
• Identify top customers and see pipeline quotes.
• Record customer conversations, set follow-ups, and manage activities.

Automated Workflow and a Quote to Cash Solution

Even the smallest job shop must manage a plethora of business processes that fall outside the realm of shop floor management. To ensure that everyone is​“in the know” and nothing falls through the cracks, implement an automated workflow management solution that can extend seamless control throughout the entire enterprise with JobBOSS.

• Automate your business processes with a quote to cash solution.
• Immediately improve efficiency, accountability, and compliance.
• Gain visibility and complete control of your processes both within and outside of manufacturing.

Customer Portal for Modern Job Shop Owners

JobBOSS provides 24⁄7 service and support to modern job shop owners through a customer portal providing detailed information regarding quotes and order status to the level that is determined by your company. Customers can review order dates or drill down into the detail of current operation and material status. Greatly reduce customer inquiries by granting access based on user login to this customer self-service portal option.

Customization

Every shop is unique. The versatility of JobBOSS allows for each license to be tailored to your specific needs. The JobBOSS custom development team can assist with select modifications as well as data migrations, data imports, and 3^rd party integrations.

Training and Education

JobBOSS training team provides a variety of training options based on each company’s training needs.

Classroom Training

With classes offered all over the United States and Canada, JobBOSS regional classroom training offers a variety of classes specifically designed around a user’s role and skillset. It is not one size fits all. The 2‑Day Job Control Workshop is a great boot camp for new users, while our more focused 1‑Day classes are great for specialized roles and intermediate to advanced users.

Virtual Training

Live, online, instructor-led classes offer role-specific hands-on training for modern job shop owners. Each session encourages attendees to ask questions, interact with other JobBOSS customers, and participate in instructor-overseen labs. Users leave these sessions having learned, demonstrated, and are able to apply their knowledge directly to the software.

On-Demand Video Tutorials

JobBOSS has training when you need it. With hundreds of short online video tutorials available through our customer portal 24⁄7, you can learn at your own pace. Whether you have a specific question or are looking to obtain general knowledge, you can find answers here.

Consultant Training

On-site and remote consulting is a great way to learn the ins and outs of JobBOSS and how they apply to your business. Our experienced consultants personalize each training around your company’s specific needs and find the solutions you are looking for.

Help Guides

Have a question while using JobBOSS? Pressing F1 will bring up help guides that are relevant to the page you are on, quickly finding the solution. These solutions can then be favorited or bookmarked for later use.

Training Database

This database comes with all JobBOSS installations; it comes with artificial customers, vendors, materials, and jobs so users can practice without tampering with company information.